Mortgage Sales Assistant

BSI Financial Services; Irving (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Company-paid life insurance and short/

401K with company match

PTO and holidays

Casual team culture

Job summary

BSI Financial Services in Irving, Texas is seeking a Mortgage Sales Assistant to support the servicing loan retention mortgage call center. This unlicensed, pre-sales role conducts outbound outreach, handles inbound inquiries, and connects interested consumers with licensed Loan Officers.

You will help Loan Officers maximize time on licensed activities, maintain lead follow-up, document interactions, and schedule appointments.

Qualifications

• Strong communication, listening, and customer service skills.
• Comfortable making high-volume outbound calls and handling inbound inquiries.
• Ability to establish rapport and engage consumers by phone.
• Strong organization, follow-up, and time-management skills.
• Documentation of consumer interactions and manage multiple leads.
• Fast-paced, metrics-driven environment experience.
• Ability to learn mortgage terminology, processes, systems, and regulatory requirements.

Responsibilities

• Conduct high-volume outbound calls to assigned leads for potential mortgage loan opportunities.
• Support inbound mortgage inquiries when a licensed Loan Officer is unavailable.
• Engage consumers using approved messaging and gather basic information to connect with a Loan Officer.
• Respond promptly to new leads and inquiries; manage lead status and follow-up.
• Warm-transfer and schedule Loan Officer appointments when needed; provide accurate notes.
• Maintain lead queues, call dispositions, and follow-up activities.

Skills

Communication skills

Outbound calling

Customer service

Organization

Documentation

Time management

Regulatory knowledge

Tools

CRM software

Dialer

Lead management tools

Job description

The Mortgage Sales Assistant (MSA) is an unlicensed, pre-sales role supporting BSI’s servicing loan retention mortgage call center. The MSA engages potential borrowers through outbound outreach and inbound support, gathers basic information, manages lead follow-up, and connects interested consumers with licensed Loan Officers.

This role provides a strong introduction to mortgage loan origination while helping Loan Officers maximize time spent on licensed sales activities.

Key Responsibilities

Lead Engagement:

• Conduct high-volume outbound calls to assigned leads for potential mortgage loan opportunities.
• Support inbound mortgage inquiries when a licensed Loan Officer is unavailable.
• Engage consumers using approved messaging and gather basic information to facilitate connection with a Loan Officer.
• Respond promptly to new leads and inquiries.
• Manage assigned leads through successful transfer, appointment, or final disposition.
• Maintain consistent follow-up with consumers who are not immediately available to speak with a Loan Officer.

Loan Officer Handoff:

• Warm-transfer interested consumers to available licensed Loan Officers
• Schedule Loan Officer appointments when an immediate transfer is unavailable
• Provide accurate notes and information to support a seamless handoff
• Follow up on unsuccessful transfers and missed appointments to reconnect consumers with a Loan Officer.
• Lead & Administrative Management
• Maintain accurate lead status, call dispositions, notes, appointments, and follow-up activities
• Manage assigned lead queues and follow-up schedules.
• Support Loan Officers with lead management and scheduling
• Provide basic portal or application-navigation assistance as needed.

Required Qualification:

• Strong communication, listening, and customer service skills
• Comfortable making high-volume outbound calls and handling inbound consumer inquiries
• Ability to establish rapport and engage consumers by phone
• Strong organization, follow-up, and time-management skills
• Ability to accurately document consumer interactions and manage multiple leads
• Comfortable working in a fast-paced, metrics-driven environment.
• Ability to learn mortgage terminology, processes, systems, and regulatory requirements.

Preferred Qualifications:

• Call center, inside sales, customer service, or other consumer-facing experience
• Mortgage, banking, financial services, or consumer lending experience
• Experience with Customer Relationship Manager (CRM), dialer, or lead-management technology.
• Performance Measures
• Performance is based on activity, consumer engagement, and successful connection to licensed Loan Officers—not borrower qualification or mortgage eligibility.

Key measures include:

• Successful Loan Officer transfers following Right Party Contact (RPC)
• Inbound response and handling
• Lead response time
• Lead follow-up and disposition accuracy

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing

companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.