Mortgage Loan Associate

$30,000 - $75,000/Yr

Liberty 1 Lending, inc - Livonia, MI

posted about 2 months ago

Full-time
Livonia, MI

About the position

The Mortgage Loan Associate position involves working closely with a Mortgage Loan Officer to generate leads, qualify prospects, and set appointments. The role focuses on reaching out to potential clients interested in mortgage refinancing and home purchases, ultimately helping them achieve their financial goals.

Responsibilities

  • Screen and qualify leads to assess if they meet the basic requirements for mortgage loans.
  • Schedule consultations for qualified clients with the loan officer.
  • Collect relevant information on potential clients and provide insights to the loan officer for better client interactions.
  • Conduct follow-up calls to nurture leads and encourage decision-making.
  • Maintain a positive and professional approach to build trust with potential clients.

Requirements

  • Strong communication and persuasion skills.
  • Experience in telemarketing, sales, or customer service (preferably in mortgage or financial services).
  • Ability to handle high-volume outbound calls and manage leads effectively.
  • Familiarity with mortgage or financial terminology is a plus.
  • Proficiency in CRM systems or lead management tools.

Nice-to-haves

  • Experience with Fair Housing regulations (1 year preferred).
  • Customer service experience (1 year preferred).

Benefits

  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance
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