Bilingual Mortgage Lead Specialist

Position Overview

The Bilingual Mortgage Lead Specialist is responsible for contacting incoming leads, gathering basic borrower information, and connecting qualified clients with a Loan Officer.

Job Responsibilities

• Contact inbound and outbound leads by phone in a timely and professional manner.
• Gather basic borrower information.
• Identify borrower needs and connect qualified prospects with a Loan Officer.
• Schedule appointments and maintain follow-up tasks in the CRM.
• Accurately document lead status, call outcomes, and next steps.
• Manage a high volume of calls while maintaining strong customer service.
• Support the loan team by helping move leads through the early stages of the process.
• Follow company procedures and communication standards.
• Participate in training and development with the goal of obtaining a mortgage license.

Qualifications And Skills

• Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
• A high school diploma or equivalent.
• 1+ years of experience in customer service, sales, telemarketing, or lead conversion, preferred.
• Experience working with a diverse range of clients, including veterans and active-duty service members, preferred.
• Comfortable asking questions, gathering information, and handling objections.
• Excellent customer service, communication, and phone skills.
• Highly detail-oriented, organized, with excellent follow-up skills.
• Basic proficiency in Microsoft Office and CRM systems.
• Willingness to obtain a mortgage license.

Benefits

CCM offers a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.