Answer inbound calls and make outbound calls to guide clients on lending options. Assist clients with home financing, refinancing, or home equity lines of credit.
Numbers & Facts
Location
Chandler, AZ
Salary
$25–$28.85 Per Hour
Description
Role Overview:
Handle inbound and outbound calls in a call center environment.
Assist clients with home financing, refinancing, or home equity lines of credit.
Analyze client financial goals and recommend the best lending product.
Submit mortgage applications and help clients gather required documentation.
Keep clients informed throughout the entire loan process.
Must register and remain in good standing under the SAFE Act requirements (background check and registration required).
Key Responsibilities:
Provide exceptional client care at all times.
Answer inbound calls and make outbound calls to guide clients on lending options.
Use multiple technology systems to assist clients and referral partners.
Follow established lending processes and policies to manage risks.
Communicate with clients via calls, emails, and online messages.
Identify opportunities to recommend additional products or services.
Required Qualifications:
Minimum 1+ year of sales and mortgage experience.
Strong customer service and relationship-building skills.
Ability to listen actively, assess needs, and recommend solutions.
Comfortable learning and using multiple technology systems.
Skilled in managing the full client loan origination process.
Able to work under pressure in high-volume environments.
Strong communication skills (verbal, written, and non-verbal).
Demonstrated consistent sales performance.
Flexible to work weekends and extended hours if needed.
Professional, confident, and effective phone communication skills.
Ability to balance performance, client care, and risk management.
Commitment to compliance with all federal and state regulations.
Desired Qualifications:
Previous contact center experience.
Knowledge of Conventional, Jumbo, and Government loan products.
Experience analyzing financial and credit data.
Familiarity with FHA and HUD guidelines.
Knowledge of underwriting, processing, and closing procedures.
Ability to interpret complex financial data and suggest alternatives.
Strong consultative and problem-solving skills.
Skills Needed:
Attention to detail.
Client solutions advisory.
Oral and written communication.
Loan structuring and pipeline management.
Critical thinking and problem solving.
Referral identification and management.
Collaboration and relationship building.
Education Requirement:
High School Diploma, GED, or equivalent required.
Compensation & Benefits:
Eligible for baseline incentive during first 6 months.
Quarterly performance-based incentives.
Medical, dental, vision, PTO, 401(k), tuition reimbursement, and career development programs.