Broker Direct Specialist

Homexpress-Mortgage-Corp; Santa Ana (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus opportunity based on performance

Competitive base salary

In-office environment

Job summary

HomeXpress seeks a Broker Direct Specialist in Santa Ana, CA to proactively contact approved mortgage brokers and loan officers, generating opportunities and warm handoffs to Account Executives. This high-activity role emphasizes relationship activation, lead development, and consistent pipeline management.

You will work 8:30 AM to 5:00 PM, Monday through Friday, in-office, with a focus on educating brokers about products, programs, and value while documenting every interaction in the CRM.

Qualifications

• High school diploma or equivalent required.
• Strong verbal communication and interpersonal skills.
• Comfort with high-volume outbound calling and working toward measurable goals.
• Strong organization, follow-up, and time-management skills.
• Ability to learn mortgage products, sales concepts, and company systems.
• Basic computer skills and the ability to maintain accurate CRM records.
• Positive attitude, persistence, professionalism, and willingness to accept coaching.

Responsibilities

• Make 50-75 outbound calls per day to approved mortgage brokers and loan officers.
• Engage loan officers in live conversations to identify interest and needs.
• Generate qualified opportunities and hand off to Account Executives.
• Educate brokers on products, programs, and value proposition.
• Document every call and update CRM promptly.
• Maintain organized pipeline and follow-up activities.

Skills

Verbal communication

Outbound calling

Time management

CRM proficiency

Coachable

Education

High school diploma or equivalent

Tools

CRM systems

Job description

JoinourgrowingteamandbepartoftheTopNon-QMLenderintheBusiness.

Weareknownforclosing mortgageloanswithspeed,ease,andconvenience.

Licensedin46States,weprovidebrokerswithafullsuiteofmortgageproducts,includingVA,FHA,&FHLMC.

Ifyouhaveaservicefirstmentalityandthriveinafast-pacedenvironment,HomeXpressistheplaceforyou.

Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

Job Description

Position Summary

The Broker Direct Specialist is responsible for proactively contacting approved mortgage brokers and loan officers to generate new lending opportunities, re-engage inactive relationships, and drive loan submissions. The role supports the existing sales organization by creating meaningful conversations, identifying viable loan opportunities, and completing warm handoffs to the Account Executive who owns the protected broker relationship.

This is a high-activity outbound sales position focused on relationship activation, lead development, and opportunity generation. The company will provide calling lists, targeted campaigns, and sales scripts based on the product or program being promoted.

Essential Duties and Responsibilities

• Make 50-75 outbound calls per day to approved mortgage brokers and loan officers assigned through company-provided lead lists.
• Use the approved sales script for the product, program, or campaign being targeted.
• Engage loan officers in meaningful live conversations to identify interest, lending needs, and potential loan scenarios.
• Generate qualified opportunities and complete warm handoffs to the Account Executive assigned to the protected broker account.
• Ensure the ongoing broker and loan officer relationship is transitioned back to the protected Account Executive.
• Educate loan officers on company products, programs, technology, and value proposition.
• Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
• Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
• Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
• Participate in product training, sales coaching, team meetings, and ongoing professional development.

Key Performance Indicators

Specific performance targets will be established by sales leadership. Performance will be measured using activity, engagement, and production results, including:

• Outbound calls completed
• Live conversations with loan officers
• Minimum talk time
• CRM documentation compliance
• New loan officers signed up per month
• Qualified handoffs to existing Account Executives
• Loan submissions generated
• Funded loans generated from Broker Direct activity

Qualifications

Required

• High school diploma or equivalent.
• Strong verbal communication and interpersonal skills.
• Comfort with high-volume outbound calling and working toward measurable goals.
• Strong organization, follow-up, and time-management skills.
• Ability to learn mortgage products, sales concepts, and company systems.
• Basic computer skills and the ability to maintain accurate CRM records.
• Positive attitude, persistence, professionalism, and willingness to accept coaching.

Preferred

• Prior call center, telemarketing, customer service, or inside sales experience.
• Mortgage, lending, or financial services experience. Mortgage experience is helpful but not required.
• Experience working in a performance-driven sales environment.

Work Environment and Schedule

• Monday through Friday, 8:30 AM to 5:00 PM.
• Regular and reliable in-office attendance is required.

Compensation

• Competitive base.
• Bonus opportunity based on performance.
• Specific compensation details will be communicated separately.

The Broker Direct Specialist role is designed as a developmental sales position. After one year in the role, successful team members may be considered for career advancement based on performance, demonstrated readiness, and business needs.

What Success Looks Like

The successful Broker Direct Specialist is energetic, persistent, organized, and comfortable making a high volume of outbound calls. The individual consistently creates productive conversations, uncovers lending opportunities, maintains complete CRM records, and completes effective handoffs that help Account Executives convert opportunities into submissions and funded loans.

Additional Information

All your information will be kept confidential according to EEO guidelines.