Job Overview

Our client is looking for a dedicated Lead Generation & Mortgage Loan Coordinator professional to support their sales representatives and loan processing team. This role focuses on outbound lead engagement, appointment setting, CRM management, and loan administrative support to ensure smooth operations across the sales and processing pipelines.

Schedule

• Monday - Friday, U.S. business hours (40 work hours per week)

Responsibilities:

• Outbound calls and appointment setting: Contact leads, follow up with prospects, and schedule appointments for our sales representatives.
• GoHighLevel CRM management: Organize leads, update contact records, maintain follow-up tasks, and keep opportunities current in the appropriate pipeline stages.
• Lender term sheet requests: Gather loan details, send term sheet requests to lenders, and follow up on pricing and loan terms.
• New loan setup: Create loan files in our loan system, enter accurate borrower and property information, and upload initial documents.
• Processor assignments: Assign new loans to processors based on management direction and workload, and notify the assigned processor.
• Follow-up and tracking: Document calls, appointments, and loan updates so the team has clear next steps.

Requirements:

• Strong phone communication skills
• High attention to detail and strong organizational skills
• Proven ability to manage multiple follow-ups effectively

Qualifications:

• GoHighLevel experience is preferred
• Lending or mortgage support experience is preferred

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage 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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.