Lead Generation & Mortgage Loan Coordinator; GoHighLevel

Our client is looking for a dedicated Lead Generation & Mortgage Loan Coordinator professional to support their sales representatives and loan processing team. This role focuses on outbound lead engagement, appointment setting, CRM management, and loan administrative support to ensure smooth operations across the sales and processing pipelines.

• Monday - Friday, U.S. business hours (40 work hours per week)

• Outbound calls and appointment setting: Contact leads, follow up with prospects, and schedule appointments for our sales representatives.
• Go High Level  CRM management: Organize leads, update contact records, maintain follow-up tasks, and keep opportunities current in the appropriate pipeline stages.
• Lender term sheet requests: Gather loan details, send term sheet requests to lenders, and follow up on pricing and loan terms.
• New loan setup: Create loan files in our loan system, enter accurate borrower and property information, and upload initial documents.
• Processor assignments: Assign new loans to processors based on management direction and workload, and notify the assigned processor.
• Follow-up and tracking: Document calls, appointments, and loan updates so the team has clear next steps.

• High attention to detail and strong organizational skills
• Proven ability to manage multiple follow-ups effectively

• Go High Level  experience is preferred
• Lending or mortgage support experience is preferred
• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations