VA Loan Assistant

Job Overview

Veterans Lending Group is a team of mortgage professionals dedicated to serving military service members, veterans, and their families. The organization helps individuals navigate their mortgage options while providing expert guidance tailored to their unique needs.

Qualifications and Skills

• 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.

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.