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Job Purpose:

The Dialer is responsible for building relationships with clients and generating new loans from previous clients.


Duties and Responsibilities:

• Will make outbound cold calls to previous clients to assess their current and future financial and home ownership goals.

• Identify and construct lending solutions based on unique homeownership goals

• Actively manage leads and meet minimum conversion (lead to fund) requirements

• Establish trust and build rapport with clients

• Attract new mortgage loan applications by developing relationships with previous clients



• Comprehensive knowledge of mortgage products and services.

• Accomplished sales skills and working knowledge of consumer lending

• Excellent business development and client relationship skills.

• Excellent interpersonal, verbal and written communication skills.

• Strong knowledge of operations, regulatory compliance and mortgage banking regulations preferred.

• NMLS License preferred

• Knowledge of Encompass preferred.

Working Conditions

• Office setting, largely sedentary role

• Making a large quantity of phone calls each day – dozens or hundreds

• Issuing a large quantity of emails each day – dozens or hundreds

Location: Chula Vista, CA
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Apply at: https://point.prismhr-hire.com/job/77184/dialer