Offer summary

Qualifications:

Fluent verbal and written communication skills in English; Spanish is preferred., Previous experience in US real estate, mortgage, or financial services is a plus., Proficiency with calendar management and basic computer systems is required., Excellent attention to detail and organizational skills are essential..

Key responsibilities:

Conduct professional outbound calls to potential clients from provided lead lists.

Engage prospects in meaningful conversations about their mortgage and real estate needs.

Schedule qualified prospects for consultations with senior mortgage professionals.

Maintain detailed records of contact attempts and conversation outcomes.

Job description

This is a remote position.

Role Name: Lead Generation Specialist - Mortgage Services

Schedule:

10 hours with potential to increase
Flexible scheduling during business hours, Arizona time

Client Time zone: Arizona (MST/PDT)

Client Overview

Join a rapidly growing mortgage lending organization that’s transforming the way people achieve their home-ownership dreams. This established company serves a diverse client base throughout Arizona, providing comprehensive mortgage solutions including home purchases, refinancing, and investment property funding. With a commitment to personalized service and financial empowerment, they’re seeking talented individuals to help expand their reach and impact in the community.

Job Description

Take on an exciting role as a Lead Generation Specialist within the dynamic mortgage lending industry. You’ll be the crucial first point of contact for prospective clients, connecting them with life-changing financial opportunities. Using provided lead lists, you’ll engage with potential customers to understand their mortgage needs and goals, whether they’re looking to purchase their dream home, refinance their current property, or explore investment opportunities. This position offers the perfect blend of relationship building and professional growth, allowing you to develop expertise in the US real estate market while making a meaningful impact on people’s financial futures.

Responsibilities

Conduct professional outbound calls to potential clients from provided lead lists
Engage prospects in meaningful conversations about their mortgage and real estate needs
Qualify leads based on specific criteria for various mortgage products and services
Schedule qualified prospects for consultations with senior mortgage professionals
Maintain detailed records of contact attempts and conversation outcomes
Manage an efficient appointment calendar using provided scheduling tools
Navigate conversations with cultural sensitivity and professional courtesy
Protect and maintain strict confidentiality of all prospect information
Achieve daily and weekly contact and appointment-setting targets
Participate in team meetings and performance review sessions
Adapt calling strategies based on response patterns and success metrics

Requirements

Fluent verbal and written communication skills in English.
Spanish (strongly preferred but not required)
Clear and professional phone presence with neutral accent
Previous experience in US real estate, mortgage, or financial services preferred but not required.
Ability to explain basic mortgage concepts clearly and confidently
Proficiency with calendar management and basic computer systems
Excellent attention to detail and organization skills
Ability to work independently while following established protocols
Commitment to maintaining strict confidentiality of sensitive information
Reliable internet connection and quiet home office environment