To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.
Job Title: Lead Qualifier
About the Company
Our client matches homebuyers with third-party lenders so borrowers deal with one person instead of shopping around.
Job Description
- You will work through an existing pool of inbound and warm leads by phone. Your main job is to qualify leads hard and then follow them through to funding.
- You need to be sharp and assertive rather than soft-spoken. You are a closer who chases outcomes.
Responsibilities of the role
- Call warm leads by phone
- Qualify leads rigorously by checking credit standing, income, documents and eligibility before any lead reaches a loan officer
- Book calls with a loan officer only for genuinely qualified borrowers
- Follow up relentlessly with leads until they are ready
- Drive applications to funding by keeping borrowers moving through the application process
- Keep records current by logging every call, status change and next step
Required Experience and Qualifications
- Proven phone sales, sales development representative, inside sales or collections experience, ideally with US consumers
- Excellent spoken and written English
- Available to work US Mountain or Pacific time, full-time, for the long term
- Reliable remote setup with a quiet workspace, stable internet and a quality headset
Preferred Skills
- Experience in US mortgages, lending or financial services
- Familiarity with credit scores, debt-to-income ratio and loan documentation
Show the full description
Personality
- Confident and persuasive on the phone
- Persistent and results-driven
- Comfortable pushing for a decision and asking direct questions about money, credit and documents
- Sharp judgement to catch when a lead is being vague or untruthful
- Organised and disciplined
- Customer-focused
- Proactive and a self-starter
- Process-driven
- Open to direct feedback and coaching feedback
Software & Tools
CRM software experience for logging calls and tracking the pipeline
Schedule
- Monday, Tuesday, Wednesday, Thursday, Friday
- 09:00–17:00 Mountain Time
- 40 hours per week
Salary and Benefits
