Loan Officer Assistant / Mortgage Outreach Specialist

About the role

True Financial is a growing mortgage company focused on service, communication, and helping borrowers navigate the mortgage process confidently. They are seeking a Loan Officer Assistant / Mortgage Outreach Specialist who can make outbound calls, identify potential borrower interest, gather basic information, and transfer qualified prospects to a licensed Loan Officer.

Responsibilities

• Make outbound calls to prospective mortgage clients
• Follow approved call scripts and company communication standards
• Identify potential borrower interest in mortgage products or services
• Transfer qualified prospects to a licensed Loan Officer
• Document call outcomes accurately in the company system
• Maintain a professional and respectful tone on every call
• Ask clear questions and listen carefully to borrower needs
• Work closely with Loan Officers and management to improve call quality and transfer results
• Protect borrower information and follow company privacy and compliance standards

Requirements

• Comfortable making outbound cold calls
• Clear, confident, and professional on the phone
• Able to handle rejection and continue working the call list
• Reliable, punctual, and consistent
• Coachable and willing to follow a proven process
• Organized with basic computer and data-entry skills
• Motivated by hourly pay plus performance-based incentives
• Interested in learning the mortgage industry
• Able to communicate respectfully with borrowers, teammates, and Loan Officers

Preferred Experience

• Mortgage industry experience
• Loan Officer Assistant experience
• Call center experience
• Telemarketing or inside sales experience
• Customer service experience
• Experience working with CRM systems
• Bilingual ability (a plus)

What We Are Looking For

The right candidate should be:

• Comfortable making outbound cold calls
• Clear, confident, and professional on the phone
• Able to handle rejection and continue working the call list
• Reliable, punctual, and consistent
• Coachable and willing to follow a proven process
• Organized with basic computer and data-entry skills
• Motivated by hourly pay plus performance-based incentives
• Interested in learning the mortgage industry
• Able to communicate respectfully with borrowers, teammates, and Loan Officers

Pay

$17.00 per hour plus $5.00 per qualified transfer made

Schedule

Monday–Friday

Benefits

Hourly pay plus transfer-based incentives

Why Join True Financial?

• Opportunity to learn the mortgage business
• Work directly with experienced mortgage professionals
• Ground-floor opportunity with room to grow
• Clear expectations and training
• Supportive team environment
• Potential career path into mortgage sales, loan officer assistant work, or loan origination depending on performance, licensing, and company needs

How to Apply

If you are motivated, professional, and ready to build a career in mortgage sales support, please submit your resume for consideration.