Appointment Setter (US - Mortgages)

Job Description

We are looking for a proactive Appointment Setter to support our US mortgage operations. Your main role is to engage potential clients through cold calling, generate quality leads, schedule appointments, and assist in coordinating the loan process. If you have experience in mortgage or finance and thrive in a client-facing role, this position is perfect for you.

Key Responsibilities

Conduct cold call outreach to generate qualified mortgage leads

Set appointments with prospective clients for mortgage consultations

Collect and organize required client documentation

Upload all client documents accurately to lender portals

Coordinate with the loan officer and lenders throughout the loan process

Maintain detailed records of all calls, leads, appointments, and follow-ups

Requirements

Minimum 1+ year of experience in sales or customer service within the mortgage or finance industry

Strong communication and interpersonal skills to effectively engage with clients

Basic understanding of the mortgage process (purchase vs. refinance)

Highly organized, detail-oriented, and able to manage multiple tasks simultaneously

Benefits

Why Join Us?

• Healthy, supportive, and conducive work environment (Great Place to Work™ Certified for three consecutive years!)
• Work with an innovative company delivering cutting-edge solutions across multiple industries
• Lead a team in a fast-paced, high-growth environment
• Competitive salary with opportunities for career advancement
• Collaborative, forward-thinking work culture
• 21 leave credits plus all client-based holidays
• HMO coverage with dependent benefits
• Exposure to world-class leadership from both local and international supervisors

Ready to take your career to the next level? Apply now!

Requirements

Minimum 1+ year of experience in sales or customer service within the mortgage or finance industry Strong communication and interpersonal skills to effectively engage with clients Basic understanding of the mortgage process (purchase vs. refinance) Highly organized, detail-oriented, and able to manage multiple tasks simultaneously