Loan Officer Assistant / Mortgage Outreach Specialist

Loan Officer Assistant / Mortgage Outreach Specialist

Company: True Financial
Location: Southfield, MI
Employment Type: Full-Time
Schedule: Monday–Friday
Work Setting: In-office preferred; remote may be considered based on experience and performance

About True Financial

True Financial is a growing mortgage company built around service, communication, and helping borrowers move through the mortgage process with confidence. We are looking for motivated people who want to grow in the mortgage industry and contribute to a sales team that values professionalism, effort, consistency, and clear communication.

This is a strong opportunity for someone who enjoys talking to people, is not afraid of outbound calling, and wants to learn the mortgage business from the ground up.

Position Overview

The Loan Officer Assistant / Mortgage Outreach Specialist will support our Loan Officers by making outbound calls, speaking with potential borrowers, identifying interest, gathering basic information, and transferring qualified prospects to a licensed Loan Officer.

This is a phone-heavy role. The ideal candidate is confident, coachable, organized, and able to handle rejection without losing focus. You do not need to be a licensed Loan Officer to apply, but mortgage, sales, call center, customer service, or telemarketing experience is helpful.

Compensation

This position pays:

• Hourly
• Plus Commission per qualified transfer made

A "qualified transfer" means a prospect is successfully connected to the appropriate Loan Officer based on company standards. Final qualification guidelines will be explained during training.

Key Responsibilities

• Make outbound calls to prospective mortgage clients
• Follow approved call scripts and company communication standards
• Identify potential borrower interest in mortgage products or services
• Transfer qualified prospects to a licensed Loan Officer
• Document call outcomes accurately in the company system
• Follow up with prospects as directed
• Maintain a professional and respectful tone on every call
• Ask clear questions and listen carefully to borrower needs
• Work closely with Loan Officers and management to improve call quality and transfer results
• Protect borrower information and follow company privacy and compliance standards

What We Are Looking For

The right candidate should be:

• Comfortable making outbound cold calls
• Clear, confident, and professional on the phone
• Able to handle rejection and continue working the call list
• Reliable, punctual, and consistent
• Coachable and willing to follow a proven process
• Organized with basic computer and data-entry skills
• Motivated by hourly pay plus performance-based incentives
• Interested in learning the mortgage industry
• Able to communicate respectfully with borrowers, teammates, and Loan Officers

Preferred Experience

Preferred but not required:

• Mortgage industry experience
• Loan Officer Assistant experience
• Call center experience
• Telemarketing or inside sales experience
• Customer service experience
• Experience working with CRM systems
• Bilingual ability is a plus

Important Compliance Note

This role is designed to support licensed Loan Officers. Unless properly licensed and authorized, this position does not include quoting rates, discussing loan terms, taking mortgage applications, issuing pre-approvals, or providing mortgage advice. All mortgage-specific guidance and loan discussions must be handled by a licensed Loan Officer.

Why Join True Financial?

• Hourly pay plus transfer-based incentives
• Opportunity to learn the mortgage business
• Work directly with experienced mortgage professionals
• Ground-floor opportunity with room to grow
• Clear expectations and training
• Supportive team environment
• Potential career path into mortgage sales, loan officer assistant work, or loan origination depending on performance, licensing, and company needs

Ideal Candidate

This role is a good fit for someone who says:

I am comfortable making calls, I can stay consistent, I want to improve my sales skills, and I am looking for a real opportunity to grow in the mortgage industry.