Spanish-Speaking Assistant Mortgage Banker

The Federal Savings Bank; Miami (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a dynamic team as a Mortgage Loan Officer Assistant in Miami, where your customer service skills will shine! In this engaging role, you will connect with potential clients, guiding them through the mortgage process with warmth and professionalism. Your responsibilities include making outbound calls, qualifying leads, and maintaining detailed records in our CRM system. This position offers a supportive environment with opportunities for growth and leadership coaching. If you are motivated, detail-oriented, and passionate about helping others, this is the perfect opportunity for you to thrive in the mortgage industry!

Benefits

Base Salary plus monthly incentive bonus

Generous paid time off

Health, Dental, and Vision insurance

Partial 401k match

Leadership coaching

Qualifications

• Prior experience in sales or customer service preferred.
• Fluency in Spanish is required for effective communication.

Responsibilities

• Make outbound calls and emails to engage potential clients.
• Gather initial information to qualify leads for mortgage products.
• Maintain accurate records of communications in the CRM system.

Skills

Customer Service Orientation

Excellent Communication Skills

Sales Skills

Attention to Detail

Self-Motivated

Fluency in Spanish

Tools

CRM Software

Microsoft Office (Excel, Word)

Mortgage Systems (Encompass, Optimal Blue)

Job description

Description

We are seeking a motivated and detail-oriented Mortgage Loan Officer Assistant (LOA) to contact proprietary leads for our Miami, FL office. As a Licensed Mortgage LOA, your primary responsibility will be to reach out to potential clients who have shown interest in our mortgage products. You will engage in warm calling, provide relevant information, collect information, and run preliminary qualifications. The ideal candidate is someone who is customer service oriented with excellent communication skills, a strong sales mindset, and the ability to be organized and set follow-ups. This position is in-office, five days a week.

Key Responsibilities:

• Lead Outreach: Make outbound calls, emails and text to leads.
• Qualify Leads: Gather initial information from leads to help banker to determine eligibility for mortgage products (e.g., loan type, credit score, income).
• Schedule Appointments: Set up meetings or calls for loan officers to further discuss the lead’s mortgage needs.
• Data Entry: Maintain accurate records of calls, leads, and appointments in the CRM system.
• Follow-Up: Regularly follow up with leads who have expressed interest but have not yet committed, ensuring all their questions are answered and needs are met.
• Customer Service: Provide exceptional service to potential clients, building trust and rapport over the phone.
• Reporting: Track key performance metrics such as call volume, conversion rates, and scheduled appointments, and report them to the management team.
• Stay Informed: Keep up-to-date with mortgage industry trends and company offerings to better address lead questions and concerns.

What We Offer:

• Base Salary plus monthly incentive bonus
• Generous paid time off plus sick time
• Health, Dental, and Vision insurance plans and partial 401k match
• Leadership coaching to help succeed in life, both professionally and personally

Requirements:

• Experience: Prior experience in sales, customer service, or telemarketing, ideally within the mortgage or real estate industry (but not required).
• Communication Skills: Excellent verbal communication skills, with the ability to explain mortgage products clearly and effectively. Fluency in the Spanish language is required.
• Sales Skills: Strong sales skills and the ability to persuade and influence others.
• Tech-Savvy: Comfortable using CRM software, email systems, and Microsoft Office applications (Excel, Word), Mortgage Systems such as Encompass, Optimal Blue (Training Available).
• Attention to Detail: Strong organizational skills with the ability to manage multiple leads and follow up effectively.
• Self-Motivated: Ability to work independently, manage time efficiently, and meet performance targets.

The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.