Loan Officer Assistant / Mortgage Outreach Specialist
True Financial Lending · Southfield, MI · 1 wk ago
On-siteFinanceFull-time
Company: True Financial Location: Southfield, MI Employment Type: Full-Time Schedule: Monday–Friday Work Setting: In-office preferred; remote may be considered based on experience and performance About True Financial True Financial is a growing mortgage company built around service, communication, and helping borrowers move through the mortgage process with confidence. We are looking for motivated people who want to grow in the mortgage industry and contribute to a sales team that values professionalism, effort, consistency, and clear communication. This is a strong opportunity for someone who enjoys talking to people, is not afraid of outbound calling, and wants to learn the mortgage business from the ground up. Position Overview The Loan Officer Assistant / Mortgage Outreach Specialist will support our Loan Officers by making outbound calls, speaking with potential borrowers, identifying interest, gathering basic information, and transferring qualified prospects to a licensed Loan Officer. This is a phone-heavy role. The ideal candidate is confident, coachable, organized, and able to handle rejection without losing focus. You do not need to be a licensed Loan Officer to apply, but mortgage, sales, call center, customer service, or telemarketing experience is helpful. Compensation This position pays: HourlyPlus Commission per qualified transfer made A “qualified transfer” means a prospect is successfully connected to the appropriate Loan Officer based on company standards. Final qualification guidelines will be explained during training. Key Responsibilities Make outbound calls to prospective mortgage clientsFollow approved call scripts and company communication standardsIdentify potential borrower interest in mortgage products or servicesTransfer qualified prospects to a licensed Loan OfficerDocument call outcomes accurately in the company systemFollow up with prospects as directedMaintain a professional and respectful tone on every callAsk clear questions and listen carefully to borrower needsWork closely with Loan Officers and management to improve call quality and transfer resultsProtect borrower information and follow company privacy and compliance standards What We Are Looking For The right candidate should be: Comfortable making outbound cold callsClear, confident, and professional on the phoneAble to handle rejection and continue working the call listReliable, punctual, and consistentCoachable and willing to follow a proven processOrganized with basic computer and data-entry skillsMotivated by hourly pay plus performance-based incentivesInterested in learning the mortgage industryAble to communicate respectfully with borrowers, teammates, and Loan Officers Preferred Experience Preferred but not required: Mortgage industry experienceLoan Officer Assistant experienceCall center experienceTelemarketing or inside sales experienceCustomer service experienceExperience working with CRM systemsBilingual ability is a plus Important Compliance Note This role is designed to support licensed Loan Officers. Unless properly licensed and authorized, this position does not include quoting rates, discussing loan terms, taking mortgage applications, issuing pre-approvals, or providing mortgage advice. All mortgage-specific guidance and loan discussions must be handled by a licensed Loan Officer. Why Join True Financial? Hourly pay plus transfer-based incentivesOpportunity to learn the mortgage businessWork directly with experienced mortgage professionalsGround-floor opportunity with room to growClear expectations and trainingSupportive team environmentPotential career path into mortgage sales, loan officer assistant work, or loan origination depending on performance, licensing, and company needs Ideal Candidate This role is a good fit for someone who says: “I am comfortable making calls, I can stay consistent, I want to improve my sales skills, and I am looking for a real opportunity to grow in the mortgage industry.” How to Apply If you are motivated, professional, and ready to build a career in mortgage sales support, we would like to speak with you. Please submit your resume for consideration.