Purchase Specialist
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About us:
Family-founded and operated since 1990, Freedom Mortgage is a top mortgage lender. We specialize in mortgages that can help you buy or refinance a home regardless of your unique circumstances. We are particularly focused on helping our service members realize the American dream of homeownership.
About the Role:
The Purchase Specialist (PS) is a sales support role and is an opportunity to be an important voice of the company. This role is a crucial part in ensuring overall customer satisfaction. The primary responsibility is to make outbound calls to borrowers where a Freedom Mortgage Loan Advisor has issued a prequalification letter. Additionally, offer information regarding the HomeStory program and at times, redirecting calls to the appropriate department.
Duties
- Place outbound calls presented in a calling campaign by an automated phone system/CRM system
- Answer inbound calls, typically from borrowers where a Purchase Specialist left a voice mail message
- Route inbound calls to the appropriate department (DNIS) when necessary
- Partner with Purchase Sales Loan Advisor Teams to build relationships for improved communication and coordination
- Offer guidance as needed to borrowers relating to uploading documents into the Freedom Mortgage Portal and/or sending requested documents to the Loan Advisor
- Communicate with the Purchase Loan Advisors on actions/activities needed on behalf of the borrowers
- Participate in periodic meetings with Sales Teams
Candidate Requirements
- Self-starter/ability to drive to expected results
- Good communication skills, both verbal and written
- Good people skills, pleasant demeanor/engaging phone voice
- Ability to multi-task
- Time management skills
- Organized
- Work in a team environment, provide assistance to other Purchase Specialists as needed
- Drive to reach as many borrowers as possible each day and when needed, leave clear concise voice mails
Experience
- Previous mortgage experience
- Previously worked in a Call Center environment
- Familiar with Customer Relationship Management (CRM) systems
Education
- High School Diploma
Benefits
Career development and advancement
Working at Freedom, you have the chance to invest in yourself. From on-the-job training to advancement opportunities, and from tuition assistance to our annual internal leadership conference, we’re focused on upskilling, achieving, and celebrating.
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Philanthropy
We run huge company-sponsored donation events and contests, as well as offer paid volunteer time so you can commit your support to the causes which you care about most.
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Holidays and paid time off
We offer ample paid time off including multiple paid holidays — because your downtime and well-being are just as important to us as your time in work mode.
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Your Wallet
Our salaries are competitive — rewarding your experiences, contributions, and hard work. We also have a 401K plan which provides a matching contribution.
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Medical
We offer several medical benefits plans and options to choose from including dental, vision, disability and life insurance, dependent care and flexible spending.
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Pet insurance
Pets are part of the family too! We offer comprehensive vet insurance to make sure your cats are cared for, your pups are prioritized, and your lizards looked-after.
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