Mortgage Call Center Representative

Overview Join our dynamic team as a Mortgage Call Center Representative, where you will be the frontline ambassador for our mortgage services. This energetic role offers the opportunity to engage with customers, provide expert guidance on mortgage products, and deliver exceptional service that builds trust and loyalty. Your proactive communication skills and passion for financial services will help clients navigate their mortgage needs confidently and efficiently. If you thrive in a fast-paced environment and enjoy making a positive impact through customer interactions, this is the perfect role for you!

Key Responsibilities Customer Engagement:

Inbound / outbound calls to prospects with our AI dialer system, nurturing leads and overcoming objections to generate interest.

Transfer live calls:

Follow scripts to pre-qualify potential borrowers and transfer to Mortgage Loan Officers.

Data Management:

Accurately input and maintain detailed records in CRM systems.

Product Knowledge:

Maintain knowledge of current loan products (VA, FHA, Conventional) to answer basic questions.

Required Skills and Qualifications Communication:

Exceptional verbal and written skills for phone, email, and text communication.

Experience:

Previous call center, BDC, or customer service experience (preferably in finance or mortgage).

Technology:

Proficient in CRM software and Microsoft Office Suite.

Attributes:

High energy, goal-oriented, and able to work independently while handling high-volume workloads. Typical Performance Metrics 3 - 5 Transfers per day. 1 % Connect-to-transfer conversion rate.

Pay:

$20.00 per hour

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person