Mortgage Outreach Coordinator Archetype Mortgage LLC Addison, TX Job Details Full-time $20
- $24 an hour 20 hours ago Benefits Free parking Paid holidays On-site gym 401(k) Paid time off Employee discount Professional development assistance Qualifications Computer operation Phone communication Computer literacy Networking through cold outreach High school diploma or GED Phone canvassing B2B Prospecting Computer skills Banking Client interaction via phone calls Full Job Description Mortgage Outreach Coordinator Past Clients•Realtor Relationships•Appointment Setting (B2B & B2C) $20-24/hour + performance bonuses Full-Time, In-Office, Addison, TX, No mortgage license required About Archetype Mortgage Archetype Mortgage is a boutique mortgage brokerage focused on providing world-class service and specialized loan solutions to clients throughout Texas.
We believe local relationships still matter, and our business is built on helping people navigate important financial decisions with honesty, responsiveness, and a high level of personal attention. Unlike large call centers or national lenders, we intentionally keep things personal. We value long-term relationships with our clients and referral partners, and we are looking for someone who enjoys connecting with people, building trust, and helping create opportunities for our team and the families we serve. This position is primarily focused on outreach and appointment setting. You'll communicate with past clients, real estate agents, referral partners, and prospective clients generated through our marketing efforts. Success in this role comes from consistency, professionalism, and the ability to create genuine conversations that lead to appointments and stronger relationships. Responsibilities Contact past clients and maintain long-term relationships. Reach out to Realtors and referral partners. Follow up with marketing-generated leads. Schedule appointments and coordinate warm transfers when appropriate. Track conversations and follow-up activity within the CRM. Maintain organized notes and communication records. Represent Archetype Mortgage professionally and positively. What We're Looking For Friendly, professional, and comfortable speaking with people throughout the day. Strong communication skills and a positive attitude. Comfortable making outbound calls and building relationships over the phone. Able to stay motivated and maintain a good attitude even when hearing "no." Organized and comfortable using CRM software to manage follow-up and communication. Reliable, coachable, and willing to continuously improve. Preferred Experience (Not Required) We welcome applicants from many backgrounds. Experience in any of the following is helpful but not required: Appointment setting or inside sales. Customer service or client-facing roles. Real estate, mortgage, insurance, banking, or financial services. Door-to-door sales, retail sales, hospitality, or other positions involving regular interaction with people. Roles where persistence, follow-up, and relationship-building were important. Additional Requirements Ability to work full-time in our Addison, Texas office. Comfortable making 50+ outbound calls per day while managing follow-up activities. Basic computer skills and the ability to learn new software. High school diploma or equivalent. No mortgage license required. Benefits & Perks Performance bonuses in addition to hourly pay. Retirement plan currently being implemented. Ongoing sales training, coaching, and professional development. Full-time, in-office position with free covered parking. Access to on-site gym and shower facilities. Spacious professional office overlooking Addison Airport. Paid time off and company holidays. Small team environment with direct access to ownership and decision makers. Opportunity to contribute to the growth of a local Texas business and build meaningful long-term relationships.
Pay:
$20.00
00 per hour
Benefits:
401(k) Employee discount Paid time off Professional development assistance
Work Location:
In person
