Appointment Setter CHAREG

Exciting Remote Opportunity! We're Hiring an Appointment Setter!

Are you a clear, confident communicator with a passion for speed-to-lead and customer service? We are looking for a dedicated Appointment Setter to serve as the critical first point of contact for a premier Texas-based mortgage lending company!

• Job Title: Appointment Setter

• Job : CHAREG4

• Industry: Mortgage Lending and Financial Services

• Location: LATAM

• Job Status: Full Time

• Work Schedule: Monday to Friday, 8:00 AM to 6:00 PM CST

• Salary: $9 - $10 per hour + commissions/bonuses

• Target
  
  Start Date:
  
  ASAP

The Client is a premier mortgage lending company that has been a staple of the Texas real estate landscape for over 25 years. Originally focused on the Austin area, they have successfully expanded their high-touch lending services across the entire state of Texas and into several other states nationwide.

At their core, they believe in combining decades of industry expertise with modern technology to provide a seamless home-buying experience. They are a multi-brand organization dedicated to growth, consistency, and professional excellence. When you join the team, you aren't just a contractor; you are a vital part of a long-standing institution committed to helping families achieve the dream of home ownership.

The Appointment Setter serves as the critical first point of contact for incoming mortgage leads. This is not a direct sales position, you will not be selling loan products. Instead, your primary focus is speed-to-lead: connecting with prospective home buyers within minutes, assessing basic interest, dispatching key information links, and scheduling appointments directly onto a licensed Loan Officer's calendar. You will maintain daily contact with an existing pipeline of leads via phone and text until they convert or opt out.

• Rapid Response: Call new mortgage leads within five minutes of arrival to confirm basic interest and needs (handling ~10 new leads per day).

• Appointment Setting: Efficiently book qualified borrowers directly onto the Loan Officers' calendars and send introductory tools (rate tools and application links).

• Pipeline Management: Maintain consistent daily outreach via phone and text across a pipeline of 200-300 open leads until conversion or opt-out.

• Process & Script Adherence: Follow designated communication scripts strictly, professionally handling caller inquiries without stepping outside regulatory/procedural boundaries.

• CRM Discipline: Log every call, text, detail, and outcome with 100% accuracy in the Go High Level  CRM platform.

Must-Haves (Non-Negotiable):

• Fluent Conversational English: Exceptional verbal English skills tailored for US consumers. Accents are fully welcomed, but speech must be clear, natural, and confident without hesitation or misunderstanding when navigating stressed or impatient callers.

• US Customer Phone
  
  Experience:
  
  Minimum 1 year of experience in phone-based, direct-to-consumer roles targeting US customers (e.g., appointment setting, inbound sales, customer service, or collections).

• Script Discipline: Proven ability to follow defined scripts and remain composed when callers push for additional information.

• CRM Rigor: Exceptional attention to detail in tracking interactions. Any CRM background is accepted, provided you maintain rigorous logging habits.

• Reliable Home Office Setup: Dedicated quiet workspace, high-speed stable internet, a quality headset, and full reliability to work US Central business hours.

Nice-to-Haves (Preferences):

• Prior experience in mortgage, real estate, insurance, or general lending environments.

• Direct experience using Go High Level  CRM.

• Familiarity with high-volume dialing and strict follow-up cadences.

• Secondary Spanish fluency (English remains the primary working language).