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HighTechLending, Inc

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2007

💸 Finance

🏠 Real Estate

Finance • Real Estate

HighTechLending, Inc. is a consumer mortgage lender that offers home lending products and services, including retail home loans, loan refinancing, reverse mortgages, and a flexible HELOC product called EquitySelect. The company’s site presents loan estimate tools, state licensing information and contact/pay online options, and identifies itself as an Equal Housing Lender (NMLS #7147) and “Trusted since 2007.

📋 Description

• Be the first point of contact for prospective and existing mortgage clients. • Conduct outbound and inbound calls to make initial contact, confirm basic contact information. • Determine whether the customer would like to speak with a licensed Loan Originator, and transfer or schedule the customer accordingly. • Use approved scripts and professional communication techniques to explain the purpose of the call, answer general non-loan-specific questions, and refer all mortgage-related questions to a licensed Loan Originator. • Support team goals by meeting established call volume, contact, transfer, appointment-setting, documentation, and compliance-quality benchmarks. • Maintain accurate and detailed customer records, including call notes, follow-up activity, and updated contact information, within the company’s CRM system. • Proactively manage customer follow-ups and schedule appointments for licensed Loan Originators. • Utilize professional communication skills to build rapport, maintain customer engagement, address general concerns, and ensure a positive customer experience. • Provide timely documentation, reporting, and customer feedback to Sales Leadership to support process improvements and enhance the customer experience. • Adhere to company policies, procedures, compliance requirements, and approved communication guidelines at all times. • Perform additional duties and responsibilities as assigned to support the ongoing needs of the organization.

🎯 Requirements

• Maintains consistent attendance and adherence to scheduled work hours. • Must be computer savvy and proficient using applications such as Microsoft Office, Windows-based systems, Salesforce, CRM platforms, phone systems, and other technology tools. • Excellent verbal and written communication skills with a clear and professional speaking voice. • Strong listening skills with the ability to understand customer needs, engage in meaningful conversations, and provide a positive customer experience. • Customer-focused mentality with a commitment to providing exceptional service and creating a positive customer experience. • Ability to work collaboratively with team members and contribute to a positive team environment. • Approaches others in a professional and tactful manner; reacts well under pressure and adapts effectively to changing priorities. • Demonstrates integrity, professionalism, reliability, and alignment with company values and compliance standards. • One to three years of related customer service in a call center, financial services, or administrative experience preferred, or an equivalent combination of education and experience.