06/04/2026
🍀JOB OPENING🍀
Outbound Communications Specialist
Reports To: Mortgage Broker / Owner
Position Type: Part-Time (flexible hours 15-20 weekly)
Compensation: Base Hourly/Salary + Performance Bonus Structure
Position Overview
🫵We are seeking a highly motivated, articulate, and resilient Outbound Communications Specialist to drive our business development and lead-generation pipeline. In this role, you will be the critical first point of contact for prospective clients, past clients, and real estate partners.
Your primary focus is not to originate or structure loans, but to successfully engage leads, qualify their initial interest and motivation, and seamlessly schedule warm strategy sessions for our licensed Mortgage Loan Originators (MLOs).
🌟The ideal candidate thrives in a fast-paced environment, possesses exceptional verbal and written communication skills, and is comfortable making a high volume of outbound calls daily.
Core Responsibilities
1. Outbound Prospecting & Lead Engagement
• Execute a minimum of 40-60 outbound calls per day to various lead sources, including cold/warm databases, internet inquiries, open house visitors, and stale pipelines.
• Conduct proactive outreach to our existing database of past clients to identify refinancing opportunities or secondary home purchase intentions.
• Deploy multi-channel communication strategies, utilizing compliant mass texting (SMS), professional email sequences, and voicemail drops to maximize contact rates.
2. Lead Qualification & Scheduling
• Engage prospects using scripted and unscripted dialogue to gauge their home buying or refinancing timelines, motivations, and initial financial readiness.
• Overcome common objections regarding interest rates, market conditions, and lending processes with empathy and factual, compliance-approved information.
• Successfully book qualified consultations directly onto the calendars of our licensed mortgage brokers.
3. CRM & Pipeline Management
• Maintain meticulous records of all communications, call outcomes, and consumer notes within our CRM platform.
• Segment and organize leads based on their urgency, ensuring consistent follow-up intervals for long-term prospects.
• Collaborate daily with the loan origination team to ensure a flawless handoff of scheduled prospects.
4. Referral Partner Outreach
• Make outbound calls to local real estate agents, builders, and financial planners to introduce our brokerage’s unique loan programs and schedule face-to-face networking meetings for the Mortgage Broker.
💼Required Qualifications & Skills
• Experience: 1 to 3 years of experience in outbound sales, telemarketing,), or inside sales preferred but will make an exception for the right canidate. Experience within the mortgage, real estate, or banking industries is highly preferred but not mandatory.
• Communication Style: Fluent and articulate verbal communication with a warm, consultative, yet persuasive phone presence. Excellent written communication skills for professional email and text correspondence.
• Tech Savvy: High proficiency using CRM systems, Office 360, Outlook and other cloud based services.
• Resilience: A thick skin and a positive attitude. The ability to handle high volumes of rejection without losing enthusiasm or momentum.
• Coachability: Ability to quickly memorize script structures, absorb feedback, and adapt communication techniques on the fly.
💵What We Offer
• Competitive hourly wage plus a lucrative bonus per completed appointment or closed loan volume generated.
• Comprehensive training on mortgage industry basics, advanced outbound sales psychology, and CRM masterclass training.
• Clear career advancement pathways into loan processing, marketing management, or full licensing as an MLO.
