Job Description
Work Environment: Contact center (inbound and outbound calls).
Responsibilities:- Answer inbound calls and make outbound calls to assist clients with home financing, refinancing, or home equity loans.
- Analyze client financial goals and recommend the best lending solutions.
- Submit mortgage applications and assist clients in gathering required documentation.
- Keep clients informed throughout the mortgage loan process.
- Use multiple technology systems to support clients and referral partners.
- Follow lending policies and processes to meet guidelines and manage risk.
- Communicate regularly with clients and business partners via phone, email, and online messaging.
- Identify opportunities to recommend additional products or services through referrals.
- Deliver exceptional client care and maintain strong relationships.
Required Qualifications:- Minimum 1 year of sales and mortgage experience.
- Bilingual in Spanish (Must Pass Assessment).
- High School Diploma or GED required.
- Strong communication skills (verbal, written, and non-verbal).
- Ability to build positive client relationships and provide proactive service.
- Skilled in customer service, sales, and handling the full end-to-end loan process.
- Able to work under pressure and prioritize multiple tasks.
- Adaptable and flexible with changing business needs.
- Willingness to work weekends or extended hours as needed.
- Must register with the SAFE Act federal registry system and maintain good standing (Background Check is Required).
Preferred Qualifications:- Call center experience.
- Knowledge of loan products (Conventional, Jumbo, FHA, HUD, Government).
- Familiarity with underwriting, closing, and federal lending regulations.
- Ability to analyze credit and financial data to recommend solutions.
- Strong consultative and problem-solving skills.
Skills:- Client solutions advisory.
- Loan structuring and pipeline management.
- Attention to detail.
- Credit documentation requirements.
- Critical thinking and problem-solving.
- Collaboration and referral management.
Compensation & Benefits:- Eligible for baseline incentive for first 6 months.
- Incentives based on performance and production standards.
- Paid approximately 45 days after the end of each quarter.
- Full benefits package: Medical, Dental, Vision, PTO, 401(k), Tuition Reimbursement, and Career Development.
Numbers & Facts
| Location | Plano, TX |
| Salary | $25–$31.25 Per Hour |
Skills
Background Investigationunmatched
Call Centersunmatched
Communication Skillsunmatched
Credit Analysisunmatched
Customer Relationsunmatched
Customer Service Systemsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Federal Housing Administration (FHA)unmatched
Federal Laws and Regulationsunmatched
Financial Analysisunmatched
Governmentunmatched
High School Diplomaunmatched
Home Equity Loansunmatched
Inbound Call Centersunmatched
Loan Policyunmatched
Loan Regulationsunmatched
Loan Structuringunmatched
Loansunmatched
Mortgageunmatched
Mortgage Lendingunmatched
Multilingualunmatched
Multitaskingunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Risk Managementunmatched
Salesunmatched
Sales Pipelineunmatched
Spanish Languageunmatched
Technical Supportunmatched
Telephone Skillsunmatched
Underwritingunmatched
Writing Skillsunmatched
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