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

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!

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