Über
Serve as the first point of contact for inbound purchase and refinance leads Prioritize timely follow-up to ensure prompt engagement, application progression, and completion of required documentation Manage inbound communication across phone, text, email, and CRM queues Conduct structured intake calls to assess borrower goals, timing, readiness, and next steps Capture comprehensive intake information aligned with borrower objectives and Realtor expectations Assist clients in initiating and completing the loan application under Loan Officer supervision, ensuring accuracy and completeness Drive lead conversion through disciplined follow-up and intake standards Requirements:
High School Diploma or equivalent Experience in sales support or customer service, preferred Familiarity with the mortgage process and required documentation, preferred Skilled in communicating effectively by phone with clients and Realtors Skilled in managing time-sensitive tasks, multiple active files, and competing priorities while maintaining accuracy and attention to detail Excellent organizational and time management skills Excellent communication skills Benefits:
Medical Dental Vision 401K Short-term disability Employee assistance program Wellness program
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.