Mortgage Lead Engagement Specialist

CrossCountry Mortgage, LLC; Greenwood Village (CO); Presencial; USD 42.000 - 60.000; Tempo integral

Benefícios oferecidos por esta vaga

Health benefits

401K plan

Wellness program

Resumo da vaga

CrossCountry Mortgage (CCM) is a nationwide mortgage lender with a culture focused on growth and collaboration. The Client Engagement Setter serves as the first contact for prospective borrowers and coords with realtor partners to drive engagement, while maintaining CRM records and scheduling consultations with Loan Advisors.

This role does not provide loan advice or take applications. The position emphasizes timely inbound lead responses, relationship building with realtors, and proactive

Qualificações

• Experience in appointment setting, customer engagement, mortgage, real estate, financial services, or inside sales preferred.
• Mortgage-industry familiarity preferred.
• Demonstrated confidence, professionalism, and a welcoming approach via phone and text.
• Persistent and proactive communication to maintain momentum through outreach.

Responsabilidades

• Respond to new inbound leads by phone, text, and email within assigned coverage windows.
• Re-engage leads that have not responded or stalled after initial contact.
• Build rapport, understand the prospect's objective, and identify basic fit for a consultation.
• Schedule qualified prospects for a consultation with the Loan Advisor.
• Maintain accurate notes, tasks, statuses, and next actions in the CRM in real time.

Conhecimentos

Appointment setting

CRM use

Mortgage knowledge

Phone & text outreach

Organized

MS Office

Ferramentas

Insellerate CRM

Microsoft Office

Descrição da vaga

CrossCountry Mortgage (CCM) is a nationwide mortgage lender with a culture focused on growth and collaboration. The Client Engagement Setter serves as the first contact for prospective borrowers and coords with realtor partners to drive engagement, while maintaining CRM records and scheduling consultations with Loan Advisors.

This role does not provide loan advice or take applications. The position emphasizes timely inbound lead responses, relationship building with realtors, and proactive