Client Engagement Setter
Core
First point of contact for prospective borrowers and relationship coordinator for realtor partners, responsible for engaging leads, qualifying fit, scheduling consultations, and driving application completion.
Role type
Client Engagement Setter (Inside Sales/Lead Generation)
Builds
Qualified consultation appointments for Loan Advisors and strengthened relationships with realtor partners
Domain
Mortgage lending and real estate services
Required skills
Appointment setting, customer engagement, CRM management, proactive communication, process adherence, Microsoft Office proficiency
Preferred skills
Mortgage industry familiarity, real estate experience, inside sales experience
Responsibilities
Respond to inbound leads via phone, text, and email; re-engage stalled leads; build rapport and identify basic fit; schedule qualified prospects for Loan Advisor consultations; drive prospects to complete applications; maintain accurate CRM records; contact realtor partners to schedule meetings and track event RSVPs; escalate loan-specific questions to Loan Advisors.
Seniority
Individual Contributor, entry to mid-level