Position Summary

We are seeking a motivated Inbound Mortgage Appointment Setter for a growing US mortgage lending company. You will be the first point of contact for warm inbound leads generated through digital marketing, qualifying prospective borrowers and scheduling appointments with the mortgage advisor or closing team.

This is not a cold-calling role. Every lead has already expressed interest in learning about mortgage solutions.

Schedule: Full-time, Monday to Friday, 9:00 AM – 6:00 PM Pacific Time, with 1 hour break (40 hours per week)

Key Responsibilities

• Lead Contact: Call warm inbound leads who have submitted online enquiries.
• Qualification: Gather key financial and mortgage-related information to assess viability.
• Appointment Setting: Schedule qualified appointments with the advisor or closing team.
• CRM Accuracy: Update records and document all customer interactions.
• Rapport: Communicate professionally with homeowners and build trust quickly.
• Responsiveness: Respond quickly to new enquiries and follow up consistently.
• Targets: Meet daily, weekly, and monthly appointment-setting KPIs.

Qualifications & Requirements

• Previous experience in financial services is required.
• Proven experience in appointment setting, inside sales, or lead qualification.
• Excellent English with a confident, professional phone presence.
• Strong sales mindset with the ability to build rapport and qualify prospects.
• Fast, accurate computer and typing skills.
• Experience using CRM systems.
• Self-motivated and able to work independently remotely.

Preferred Qualities

• Mortgage, lending, or loan brokerage experience.
• Experience handling warm inbound leads from paid social or search advertising.
• Experience working with US-based clients.
• High-volume appointment-setting experience.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Warm inbound leads provided, no cold calling

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.

Important Disclaimer:

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately through the 'Contact Us' form on our official BruntWork website.