Overview

Join our growing mortgage team as one of three Mortgage Lead Qualification Specialists, dedicated to contacting warm, high-intent prospects who have requested home loan information. In this role, you will leverage your excellent communication skills and strong phone presence to handle high-volume outbound calls, engage prospects, and follow a structured qualification process. Your primary goal will be to seamlessly transfer qualified leads to licensed Loan Officers, playing a critical role in maximizing team productivity and ensuring prompt, professional service.

Schedule

• CST 9am to to 6pm with 1 hr unpaid break Monday to Friday 

Responsibilities

• Make outbound calls to warm, high-intent mortgage leads who have requested information about home loans.
• Follow company-provided scripts and qualification guidelines.
• Ask qualifying questions to assess borrower eligibility and needs.
• Build rapport and maintain a professional, energetic, and engaging phone presence.
• Handle common objections and encourage prospects to continue through the mortgage process.
• Accurately document call outcomes and notes within the CRM system.
• Warm transfer qualified prospects directly to Loan Officers.
• Maintain high call volumes and productivity throughout the workday.
• Monitor and manage incoming leads assigned within the CRM.
• Follow company procedures and compliance requirements related to lead handling.
• Collaborate with management to improve conversion rates and lead engagement strategies.

Requirements

• Previous experience in outbound calling, appointment setting, lead qualification, telesales, call center, or mortgage-related sales.
• Excellent verbal English communication skills
• Strong phone etiquette and ability to build trust quickly.
• High energy, positive attitude, and professional demeanor.
• Ability to follow scripts while maintaining natural conversations.
• Experience handling objections and keeping prospects engaged.
• Strong organizational and time-management skills.
• Comfortable working with CRM systems, dialers, and cloud-based software.
• Self-motivated and dependable with a strong work ethic.
• Ability to work independently in a remote environment.
• Reliable computer, headset, and high-speed internet connection.

Preferred Qualifications

• Mortgage, real estate, lending, or financial services experience.
• Experience working with U.S.-based clients or consumers.
• Previous success in lead generation, appointment setting, or sales support roles.
• Familiarity with mortgage terminology and loan qualification processes.

Ideal Candidate

• The ideal candidate is energetic, professional, and highly dependable. They enjoy speaking with people, can confidently navigate conversations using a script, and possess strong objection-handling skills. They thrive in a fast-paced environment, maintain a positive attitude throughout the day, and are committed to helping prospective borrowers connect with the right mortgage solutions.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance for eligible locations

Note

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.