Mortgage Loan Scheduler & Lead Coordinator

AnnieMac Home Mortgage; Waldorf (MD); On-site; USD 42,000 - 54,000; Full time

Job summary

AnnieMac Home Mortgage is looking to hire a team support role to help manage the calendar, schedule appointments for the Team Leader, and ensure timely follow-up with leads by phone within one hour of contact.

The position also involves updating the CRM with lead activity, maintaining referral sources, printing and organizing loan documents, and monthly database updates for closed loans. Strong organization and communication skills are essential.

Responsibilities

• Manage the Calendar: set all appointments for Team Leader.
• Lead Tracker: call leads back within 1 hour to set appointments with a licensed Mortgage Loan Originator.
• Update the referral source every time you attempt/make contact with a lead.
• Print credit and prepare the appointment materials in advance.
• Data base management: update the database on the 1st of each month with closed loans from the previous month.

Job description

AnnieMac Home Mortgage is looking to hire a team support role to help manage the calendar, schedule appointments for the Team Leader, and ensure timely follow-up with leads by phone within one hour of contact.

The position also involves updating the CRM with lead activity, maintaining referral sources, printing and organizing loan documents, and monthly database updates for closed loans. Strong organization and communication skills are essential.