Description

Are you looking to start or grow your career in the mortgage industry? If you have strong communication skills, a passion for helping people achieve their homeownership dreams, and a willingness to learn, this could be the perfect opportunity for you!

As a Pre-Approval Specialist (PAL Specialist), you’ll be the first point of contact for customers interested in obtaining a mortgage pre-approval or purchasing a new home. You’ll work closely with licensed Purchase Loan Officers, assisting with gathering essential information and providing an outstanding customer experience. This role is a great entry point into the mortgage industry, offering hands-on training and career growth opportunities.

Company Culture and Environment

This position is part of a supportive and dynamic team that values customer focus and motivation. The work environment fosters collaboration and encourages professional growth.

Career Growth and Development Opportunities

This role provides hands-on training and offers opportunities for career advancement within the mortgage industry, making it an excellent starting point for your career.

Detailed Benefits and Perks

• $1,000 sign-on bonus after 30 days of employment
• Employee discounts

Compensation and Benefits

• Up to $20/hour (paid biweekly)
• Full-time position (Monday–Friday, 40 hours per week)
• Comprehensive benefits package, including:
  • 401(k) plan
  • Health, dental, and vision insurance
  • Paid time off

Why you should apply for this position today

This is a fantastic opportunity for individuals looking to break into the mortgage industry, gain valuable experience, and grow within a supportive and dynamic team. If you’re motivated, customer-focused, and eager to develop your skills, we’d love to hear from you!

Skills

• Strong verbal and written communication skills
• A friendly, professional, and outgoing personality
• Ability to multitask and stay organized in a fast-paced setting
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Passion for helping customers achieve their financial and homeownership goals
• Experience in the mortgage or real estate industry is a plus but not required

Responsibilities

• Communicate with customers via phone, email, and text to gather necessary loan information
• Guide customers through the pre-approval process and answer any initial questions
• Educate both customers and Loan Officers on the next steps in the mortgage process
• Follow up with customers and Loan Officers to ensure all required documents are received
• Set realistic expectations for loan timelines and approvals
• Input customer data into the system with accuracy
• Assist customers in completing electronic consent and signing processes
• Review credit reports with customers and provide guidance on the next steps
• Maintain follow-up communication with pre-approved customers to offer additional support

Qualifications

• Prior experience in customer service, sales, or a call center environment
• At least one year of sales or customer service experience

Education Requirements

• High school diploma or equivalent (some college coursework preferred)

Education Requirements Credential Category

• Must have passed the NMLS Safe Exam before starting (assistance with licensing information is available)

Experience Requirements

• Must be able to work onsite in Charlotte, NC
• Previous experience in the mortgage or real estate industry is a plus but not required

Why work in Charlotte, NC

Charlotte is a vibrant city known for its rich culture, strong economy, and welcoming community. The city offers a blend of urban sophistication and southern charm, making it an attractive place to live and work. With a growing job market and plenty of recreational opportunities, Charlotte provides a balanced lifestyle that supports both personal and professional growth.