Mortgage Outreach Specialist

Saxton Mortgage, LLC | NMLS # 1717191; Scottsdale (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Saxton Mortgage, LLC in Scottsdale, AZ is seeking a Customer Service Representative to handle outbound calls, engage prospective mortgage customers, and transfer qualified leads to licensed loan officers. The role focuses on customer engagement and prospecting, with no loan origination or rate quoting by the CSR.

The ideal candidate will have strong communication skills and experience in customer-facing roles, ready to learn mortgage processes and collaborate with cross-functional teams in a

Qualifications

• Experience in customer-facing roles, preferably in financial services or mortgage lending.
• Strong customer service and satisfaction skills with ability to resolve inquiries and manage expectations.
• Clear communication, active listening, and client-focused approach to enhance customer experience.
• Excellent verbal and written communication with attention to documentation accuracy.
• On-site work in Scottsdale, AZ with cross-functional collaboration and task management.
• Basic understanding of mortgage processes and regulatory considerations, or willingness to learn.
• Proficiency with common office software and CRM systems.
• High school diploma or equivalent required; additional business/finance education beneficial.

Responsibilities

• Make outbound calls using the company phone system to engage prospective mortgage customers.
• Identify interest and connect qualified or interested consumers to licensed mortgage professionals.
• Assist in customer engagement and prospecting without originating loans or quoting rates.

Skills

Customer Service

Verbal Communication

Written Communication

Active Listening

CRM Systems

Phone Support

Documentation & Accuracy

Education

High school diploma or equivalent

Tools

CRM systems

Office software

Phone systems

Job description

Saxton Mortgage, LLC in Scottsdale, AZ is seeking a Customer Service Representative to handle outbound calls, engage prospective mortgage customers, and transfer qualified leads to licensed loan officers. The role focuses on customer engagement and prospecting, with no loan origination or rate quoting by the CSR.

The ideal candidate will have strong communication skills and experience in customer-facing roles, ready to learn mortgage processes and collaborate with cross-functional teams in a