Home Lending Proactive Outreach Agent - Tempe Az

Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience.

This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process.

As a Consumer Originations Proactive Outreach Agent within our Specialty Sales team, you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing and customer application leads.

Your passion for exceptional customer service and your drive to grow and develop will empower you to thrive in our team.

Join us in making a difference by facilitating seamless connections between customers and our expert Home Lending Advisors.

Work Schedule: Candidates must be willing and able to work schedules that support our Sales Team's operational hours, which includes an 8-hour shift between 8am and 7pm, as well as certain holidays and weekends (on rotation).

Job Responsibilities
• Efficiently manage and prioritize marketing and reactive leads, ensuring timely follow-up and transfer to Home Lending Advisors.
• Initiate contact with potential customers through marketing leads, providing information and assistance to seamlessly connect them with an expert Home Lending Advisor.
• Respond to reactive customer application leads, addressing inquiries and facilitating a smooth transition to Home Lending Advisors.
• Foster strong relationships with internal teams and customers by maintaining real-time communication and follow-up for all questions and concerns.
• Contribute to the development and refinement of internal procedures, templates, and job aids to enhance lead management efficiency.
• Partner with the Sales team to enhance lead management strategies and support overall team objectives, fostering a cooperative and dynamic work environment.
• Ensure all activities are conducted in compliance with relevant regulations and company policies.
• Demonstrate a commitment to customer service by providing helpful, empathetic, and positive interactions with all potential and existing customers.

Required qualifications, capabilities and skills
• You must exhibit the ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs first.
• Your 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 o...