Appointment Setter
LendiHome, Inc
Posted ago
LendiHome, Inc

Our busy mortgage office is looking for a caring, enthusiastic, tech-savvy, self-starter appointment setter to join our team as a telemarketer full-time. This role is a perfect fit for a friendly and outgoing person who loves to meet new people, is comfortable talking on the phone, and would love to work with a family-oriented company whose culture embraces having a work-life balance while having fun in the process. 😁

This role requires you to work closely with warm leads to set appointments that were already generated by our top-producing loan officer, conduct follow-up calls from a customer database, and follow up on the required documentation needed to complete a mortgage application so that we can keep our top producer on the field bringing in more business.

A script is provided for you, but you'll need to think on your feet to respond to client questions and concerns. A strong ability to multitask is a must. Ideally, you have at least one year of experience working in a phone sales or outbound cold calling role - previous mortgage and inside sales experience would be helpful but not required.


  • Call our warm leads to schedule appointments with our loan originator
  • Follow up with clients regarding any pending documentation or information needed to complete a mortgage application
  • Data entered into our CRM (SalesForce) any information collected from our prospective clients
  • Manage our top-producing LO's calendar using Outlook and/or Google Calendar


  • Excellent verbal and written communication skills in both English & Spanish are a must
  • Team Player but also must possess the ability to work independently with minimal supervision
  • Self-Motivated and Dedicated
  • Great at overcoming Rejections and Objections
  • An organized individual that is able to prioritize activities
  • A high school diploma or equivalent such as a GED is required
  • Computer skills and software knowledge including Microsoft Outlook, Word, Excel, Google Docs, Dropbox, Slack, and SalesForce CRM (a plus)

We Offer

  • Holiday Pay
  • Vacation time
  • Work in a friendly and fun environment
  • Training and opportunity for career advancement

$5 - $10 hourly
About LendiHome, Inc

We are a growing mortgage brokerage with a passion to empower our community with the right home-buying education and products. Our philosophy is, where there is a will, there is a way. We love to provide our clients with practical solutions to their qualifying stepping stones and to provide them with the most customer experience. No borrower left behind!

Find our reviews by searching Jerry Torres' Team & LendiHome, inc

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