GO Mortgage · 4 months ago
Junior Loan Officer
Columbus, Ohio
Full-time
Onsite
New Grad, Entry LevelGo Mortgage is a nationally licensed, independent mortgage banking company operating in 46 states, specializing in purchase, refinance, and construction loans. They are seeking a dynamic Client Service Representative (CSR) to provide critical support for loan officers by managing client communications, qualifying leads, and ensuring a seamless customer experience throughout the mortgage application process.
Financial Services
Responsibilities
Make 100+ outbound sales calls per day to prospective borrowers who have submitted online lead forms
Re-engage past leads and follow up with aged or inactive contacts to uncover renewed interest
Schedule appointments and live transfers to licensed loan officers when applicable
Handle overflow inbound calls from prospective clients responding to direct mail or digital marketing campaigns
Answer client questions about mortgage products (purchase, refinance, and construction) and direct them appropriately in the sales funnel
Input and update lead data and borrower information into the CRM system in real time
Collect missing borrower information necessary for a complete mortgage application (e.g., income, employment, credit details)
Qualify or disqualify prospects based on initial screening criteria
Organize and schedule follow-up tasks and callbacks for seasoned loan officers
Assist loan officers with documentation requests, file preparation, and applicant follow-ups
Monitor application pipeline and ensure timely client communications during pre-approval and processing phases
Serve as a liaison between borrowers and loan officers to support a smooth and efficient loan experience
Assist in meeting deadlines for application submissions and disclosures
Deliver an excellent first impression and build rapport with clients during initial interactions
Serve as a consistent point of contact during the early stages of the loan process
Uphold professionalism and empathy during all client communications
Qualification
Required
High school diploma or equivalent required; college degree preferred
Strong communication skills, both verbal and written
Ability to make 100+ outbound sales calls per day
Experience in customer service or sales environment
Proficient in using CRM systems and managing lead data
Ability to handle multiple tasks and prioritize effectively
Strong organizational skills and attention to detail
Ability to work in a fast-paced environment
Empathy and professionalism in client communications
Preferred
Previous experience in the mortgage or financial services industry
Familiarity with mortgage products (purchase, refinance, construction)
Experience with lead generation and follow-up strategies
Company
GO Mortgage
GO Mortgage specializes in assisting first-time home buyers, ensuring they receive competitive rates and excellent service.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chad Jampedro
President
Jessica Manna
Chief Marketing Officer
Recent News
Morningstar.com
2025-09-09
2025-08-05
2025-08-02
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