Mortgage Broker Outreach Specialist

Tech Sales Jobs; Santa Ana (CA); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

HomeXpress is seeking a Broker Direct Specialist (BDR/SDR) in Santa Ana, CA to drive outbound broker activity and generate loan opportunities. You will engage brokers, qualify opportunities, and hand off to an Account Executive for submission and funding.

The role emphasizes high-volume calling, rapid CRM documentation, and continuous collaboration with sales leadership for a smooth handoff and strong performance metrics.

Qualifications

• 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 maintaining accurate CRM records.
• Positive attitude, persistence, professionalism, and willingness to accept coaching.

Responsabilités

• Make 50-75 outbound calls per day to approved mortgage brokers and loan officers.
• Use the approved sales script for the product, program, or campaign being targeted.
• Engage loan officers in live conversations to identify lending needs and opportunities.
• Generate qualified opportunities and hand off to the Account Executive.
• Document every call, conversation, follow-up, and handoff in the CRM.
• Maintain an organized pipeline of prospects and opportunities.
• Collaborate with Account Executives to ensure a seamless customer experience.

Formation

High school diploma or equivalent

Outils

CRM software

Description du poste

HomeXpress is seeking a Broker Direct Specialist (BDR/SDR) in Santa Ana, CA to drive outbound broker activity and generate loan opportunities. You will engage brokers, qualify opportunities, and hand off to an Account Executive for submission and funding.

The role emphasizes high-volume calling, rapid CRM documentation, and continuous collaboration with sales leadership for a smooth handoff and strong performance metrics.