Appointment Setter (US Mortgages)

Alegria - Philippines

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

We are looking for a proactive Appointment Setter to support our US mortgage operations. Your main role is to engage potential clients through cold calling generate quality leads schedule appointments and assist in coordinating the loan process. If you have experience in mortgage or finance and thrive in a client-facing role this position is perfect for you.

Key Responsibilities

Conduct cold call outreach to generate qualified mortgage leads
Set appointments with prospective clients for mortgage consultations
Collect and organize required client documentation
Upload all client documents accurately to lender portals
Coordinate with the loan officer and lenders throughout the loan process
Maintain detailed records of all calls leads appointments and follow-ups

Requirements

Minimum 1 year of experience in sales or customer service within the mortgage or finance industry

Strong communication and interpersonal skills to effectively engage with clients

Basic understanding of the mortgage process (purchase vs. refinance)

Highly organized detail-oriented and able to manage multiple tasks simultaneously

Benefits

Why Join Us

Healthy supportive and conducive work environment (Great Place to Work Certified for three consecutive years!)
Work with an innovative company delivering cutting-edge solutions across multiple industries
Lead a team in a fast-paced high-growth environment
Competitive salary with opportunities for career advancement
Collaborative forward-thinking work culture
21 leave credits plus all client-based holidays
HMO coverage with dependent benefits
Exposure to world-class leadership from both local and international supervisors

Ready to take your career to the next level Apply now!

Required Skills:

Minimum 1 year of experience in sales or customer service within the mortgage or finance industry Strong communication and interpersonal skills to effectively engage with clients Basic understanding of the mortgage process (purchase vs. refinance) Highly organized detail-oriented and able to manage multiple tasks simultaneously

We are looking for a proactive Appointment Setter to support our US mortgage operations. Your main role is to engage potential clients through cold calling generate quality leads schedule appointments and assist in coordinating the loan process. If you have experience in mortgage or finance and thri...