We are seeking a motivated and detail-oriented Mortgage Loan Officer Assistant to contact proprietary leads. As a Licensed Mortgage LOA, your primary responsibility will be to reach out to potential clients who have shown interest in mortgage products and services via our website. You will engage in warm calling, provide relevant information, collect information, and run preliminary qualifications. The ideal candidate is someone with excellent communication skills, a strong sales mindset, and the ability to be organized and set follow-ups.
Key Responsibilities:
Lead Outreach: Make outbound calls, emails and text to leads.
Qualify Leads: Gather initial information from leads to determine eligibility for mortgage products (e.g., loan type, credit score, income).
Provide Information: Educate leads about available mortgage products, including rates, terms, and processes.
Schedule Appointments: Set up meetings or calls for loan officers to further discuss the lead’s mortgage needs.
Data Entry: Maintain accurate records of calls, leads, and appointments in the CRM system.
Follow-Up: Regularly follow up with leads who have expressed interest but have not yet committed, ensuring all their questions are answered and needs are met.
Customer Service: Provide exceptional service to potential clients, building trust and rapport over the phone.
Reporting: Track key performance metrics such as call volume, conversion rates, and scheduled appointments, and report them to the management team.
Stay Informed: Keep up-to-date with mortgage industry trends and company offerings to better address lead questions and concerns.
Qualifications:
Experience: Prior experience in sales, customer service, or telemarketing, ideally within the mortgage or real estate industry (but not required).
Communication Skills: Excellent verbal communication skills, with the ability to explain mortgage products clearly and effectively.
Sales Skills: Strong sales skills and the ability to persuade and influence others.
Tech-Savvy: Comfortable using CRM software, email systems, and Microsoft Office applications (Excel, Word), Mortgage Systems such as Encompass, Optimal Blue (Training Available).
Attention to Detail: Strong organizational skills with the ability to manage multiple leads and follow up effectively.
Self-Motivated: Ability to work independently, manage time efficiently, and meet performance targets.
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