Licensed Mortgage Customer Specialist

Job Summary

To support a growing contact center team, the full-time Licensed Mortgage Customer Specialist will engage with borrowers through outbound calls and emails, assist with the loan origination process, and build relationships to generate referrals, all while working in a hybrid remote environment.

Key responsibilities

• Build and maintain relationships with prequalified borrowers and past customers through proactive outreach
• Support pipeline development by engaging prospects and coordinating consultations with Licensed Loan Officers
• Assist borrowers throughout the loan process by answering questions, gathering documentation, and providing status updates

Required qualifications

• Bachelor's degree in Business, Finance, Administration, or a related field, or equivalent experience
• 1-3+ years of customer service, sales, or contact center experience
• Willingness to pass the Nationwide Multistate Licensing System exam and maintain good credit standing
• Proficiency in Microsoft Office applications; experience with Encompass or similar systems preferred
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment