Mortgage Lending Specialist
2 days ago
Outsourcey is seeking a skilled professional to support lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes.
This remote opportunity will involve working closely with a team of industry leaders who have successfully scaled BPOs in the past.
Responsibilities- Lead Qualification & CRM Support — Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress.
- Application & Documentation Support — Prepare and lodge client applications under guidance from Direct Sales Associates; ensure all supporting documents are complete and compliant with NCCP and AML/CTF standards.
- Client Communication & Service — Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings.
- Reporting & Process Improvement — Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and SLA adherence.
- Strong written English and client service orientation.
- High attention to detail and task ownership.
- Proficiency in Microsoft Office and Salesforce.
- Familiarity with mortgage lending processes and compliance.
- Ability to work independently and manage competing priorities.
Competitive salary. Career growth and development opportunities. Opportunity to shape the HR function of a rapidly growing BPO.
How to ApplyPlease attach your CV and we will be in touch for a confidential chat.
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