Description Position Summary: The Property Tax Loan Originator is responsible for generating new business by identifying and assisting clients who need financial solutions to resolve their property tax obligations. This …
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$80k–$100k/yr
Full-time
high school, associate degree, bachelor degree
Posted 2d ago
~40 hrs/week
Responsibilities
The Property Tax Loan Originator generates new business by identifying clients needing financial solutions for property tax obligations. They manage the full loan application process, from initial inquiry to funding, while maintaining compliance with regulatory requirements.
Requirements
Candidates must hold an active NMLS certification and possess at least one year of experience in sales, lending, or customer service. A high school diploma is required, with a preference for bilingual candidates fluent in English and Spanish.
Full job description
Description
Position Summary:
The Property Tax Loan Originator is responsible for generating new business by identifying and assisting clients who need financial solutions to resolve their property tax obligations. This role includes responding to inbound leads, making outbound calls, building relationships with property owners, and guiding them through the loan application process. Success in this role requires strong communication, a customer-first mindset, and the ability to meet sales goals in a regulated environment.
Key Responsibilities:
Engage with prospective clients via phone, email, and other communication channels to explain property tax loan solutions
Manage a high volume of inbound and outbound calls with professionalism and accuracy
Assess customer needs and eligibility based on loan program criteria and regulatory requirements
Educate customers on the property tax lending process, terms, and benefits
Guide clients through the loan application process from initial inquiry to funding
Maintain accurate and timely records in the CRM and loan origination systems
Meet or exceed daily, weekly, and monthly production goals
Collaborate with internal departments (e.g., underwriting, legal, servicing) to ensure a smooth loan process
Ensure compliance with all applicable state regulations and company policies
Stay up to date with property tax laws, loan products, and market trends
Requirements
Qualifications:
High school diploma or equivalent required; associate or bachelor’s degree preferred
1+ years of experience in sales, lending, or customer service; property tax loan or real estate experience a plus
Active NMLS certification
Bilingual in English and Spanish strongly preferred
Strong communication and interpersonal skills
Proven ability to manage multiple leads and maintain a consistent pipeline
Familiarity with CRM tools and loan origination platforms
Highly organized, self-motivated, and goal-driven
Ability to maintain confidentiality and operate with integrity
Propel Financial Services specializes in helping property owners pay their property taxes. Propel understands that unexpected circumstances can make it difficult to afford a large lump sum property tax bill. Our relief plans are payable in low monthly payments and can save property owners thousands of dollars in penalties and fees. More importantly, we help property owners across the county avoid foreclosure and lawsuits.
Propel's goal is to offer straightforward, simple payment plans to almost every Texas property owner. Almost every property owner qualifies, and the entire application process takes less than 15 minutes.
Your Tax office may offer delinquent tax installment plans that may be less costly to you. You can request information about the availability of these plans from our tax office.
Offices: 12672 Silicon Dr, #150, San Antonio, TX 78249, US
Property Tax Plans and Property TaxesBankingFinancial Services
Propel Financial Services specializes in helping property owners pay their property taxes. Propel understands that unexpected circumstances can make it difficult to afford a large lump sum property tax bill. Our relief plans are payable in low monthly payments and can save property owners thousands of dollars in penalties and fees. More importantly, we help property owners across the county avoid foreclosure and lawsuits.
Propel's goal is to offer straightforward, simple payment plans to almost every Texas property owner. Almost every property owner qualifies, and the entire application process takes less than 15 minutes.
Your Tax office may offer delinquent tax installment plans that may be less costly to you. You can request information about the availability of these plans from our tax office.
Offices: 12672 Silicon Dr, #150, San Antonio, TX 78249, US
Property Tax Plans and Property TaxesBankingFinancial Services