Consumer Originations Proactive Outreach Agent - Columbus, OH or Tempe, AZ

You will become part of a strong Specialty Sales team that prioritizes a winning culture, top notch client and customer service, business results, and building lasting relationships.

Your passion for customer service and your drive to grow and develop will allow you to excel on our team.

As a Consumer Originations Proactive Outreach Agent you will support our Specialty Sales Home Lending Advisors by working all purchase and refi lead sources to connect consumers who are shopping for a mortgage.

Additionally, our agents support Corporate Relocation customers, clients, and account managers by facilitating customer relocation benefits application, client invoicing, and client payment processes.

Job Responsibilities


* Mortgage Leads management -Create and/or disposition Specialty Sales' mortgage leads, leveraging multiple shared mailboxes and systems, while adhering to all service level agreements (SLAs) and distributing to the Sales team equitably.


* Mortgage Leads/Supplier Payments management - Onboard new Relocation suppliers into the system of record and initiate payments to each supplier for services rendered.


* Relocation Direct Bill Invoicing and Payments management - Validate mortgage originations expenses that are considered reimbursable by the Relocation Clients, create and send client invoices, and track and collect payments for those invoices.


* Data quality - Ensure data integrity and quality (input/output) for all managed records in our systems of record.


* Shared Information Governance - Create, manage, and recertify (annually at minimum) internal operating procedures, shared email templates, team job aids, and mortgage lead distribution lists


* Partnerships - Prioritize internal and external client and customer relationships by maintaining real time communications and follow up for all questions and concerns.

Work Schedule


* Candidates must be willing and able to work schedules that support our Sales Teams' operating hours; including Monday through Friday, 8am - 5pm local time, as well as certain holidays and weekends (on rotation)

Required qualifications, capabilities and skills


* Exhibits ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs, first.


* Willingness to take on new tasks and responsibilities as business needs and capacity fluctuates.


* Ability to work in a fast-paced environment and adaptable to change.

(market fluctuations and competing priorities)


* Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time.


* Strong problem-solving, communication and listening skills, and pays attention to detail.


* Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude.


* Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activit...