Broker Direct Specialist
About The Position
The Broker Direct Specialist is responsible for proactively contacting approved mortgage brokers and loan officers to generate new lending opportunities, re-engage inactive relationships, and drive loan submissions. The role supports the existing sales organization by creating meaningful conversations, identifying viable loan opportunities, and completing warm handoffs to the Account Executive who owns the protected broker relationship. This is a high-activity outbound sales position focused on relationship activation, lead development, and opportunity generation. The company will provide calling lists, targeted campaigns, and sales scripts based on the product or program being promoted.
Requirements
- High school diploma or equivalent.
- Strong verbal communication and interpersonal skills.
- Comfort with high-volume outbound calling and working toward measurable goals.
- Strong organization, follow-up, and time-management skills.
- Ability to learn mortgage products, sales concepts, and company systems.
- Basic computer skills and the ability to maintain accurate CRM records.
- Positive attitude, persistence, professionalism, and willingness to accept coaching.
Nice To Haves
- Prior call center, telemarketing, customer service, or inside sales experience.
- Mortgage, lending, or financial services experience. Mortgage experience is helpful but not required.
- Experience working in a performance-driven sales environment.
Responsibilities
- Make 50-75 outbound calls per day to approved mortgage brokers and loan officers assigned through company-provided lead lists.
- Use the approved sales script for the product, program, or campaign being targeted.
- Engage loan officers in meaningful live conversations to identify interest, lending needs, and potential loan scenarios.
- Generate qualified opportunities and complete warm handoffs to the Account Executive assigned to the protected broker account.
- Ensure the ongoing broker and loan officer relationship is transitioned back to the protected Account Executive.
- Educate loan officers on company products, programs, technology, and value proposition.
- Meet established minimum talk-time expectations.
- Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
- Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
- Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
- Participate in product training, sales coaching, team meetings, and ongoing professional development.
Benefits
- Competitive base.
- Bonus opportunity based on performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
