Application Specialist

Remote (United States)

Job Details

Compensation: $50,000 – $65,000 per year

About the Role

The Application Specialist will support the front-end mortgage intake process by responding quickly to inbound borrower leads, qualifying prospects, collecting financial documents, entering loan applications accurately, and helping move qualified files to the next stage. This role is the first point of contact for many new clients, so clear communication, fast follow-up, accuracy, and a helpful customer-focused approach are essential.

This position is a strong fit for someone with experience in mortgage lending, real estate, banking, or high-volume sales/intake who enjoys helping people begin the path toward homeownership. The role requires strong phone and written communication skills, comfort using CRM systems and loan origination tools, and the ability to stay organized while managing a busy remote pipeline.

What You’ll Do

Lead Response and Client Intake:

• Serve as the first point of contact for new inbound mortgage leads.
• Respond to new leads within 60 seconds by phone, text, and email.
• Manage a high-volume pipeline of leads from Zillow, Realtor.com, social media, and referrals.
• Provide a professional, helpful, and responsive client experience from the first interaction.
• Follow up with prospects to encourage application completion and keep the process moving.

Borrower Qualification and Application Support:

• Qualify borrowers and begin the pre-approval process.
• Collect required financial documents from prospective borrowers.
• Run initial borrower scenarios to support the early mortgage review process.
• Enter loan applications into ARIVE, the Loan Origination System, with accuracy and attention to detail.
• Help ensure borrower information is complete, organized, and ready for the next stage of review.

Pipeline, CRM, and Team Coordination:

• Track all client interactions in the CRM and Monday.com pipeline boards.
• Maintain accurate records of lead status, client communication, and application progress.
• Coordinate handoffs to Loan Officer Assistants and Processors for qualified files.
• Use CRM systems, loan origination tools, and multi-tab workflows to manage daily activity efficiently.
• Work in a fast-paced remote environment while staying organized and self-directed.

Qualifications

• 1–3 years of experience in mortgage lending, real estate, banking, or high-volume sales/intake.
• Strong phone presence and excellent written communication skills.
• Comfort working with technology, including CRM systems, loan origination platforms, and multi-tab workflows.
• Ability to stay organized, manage follow-ups, and prioritize tasks in a high-volume environment.
• Self-motivated work style with the ability to succeed in a remote setting.
• Genuine desire to help people achieve homeownership.
• High school diploma or equivalent required.
• College degree preferred.
• Bilingual English/Spanish communication skills are a strong plus, but not required.

Tools and Support

• Access to a large network of 300+ wholesale lenders to help identify mortgage options for clients.
• AI-powered tools and automation designed to reduce busywork and support more efficient client communication.
• Supportive, collaborative team environment led by an active producing branch manager.
• Paid training and ongoing professional development.
• Growth path into Loan Officer Assistant or Licensed Loan Officer roles.

Ideal Candidate

The ideal candidate enjoys helping people, moves quickly, communicates clearly, and can manage a busy intake pipeline with accuracy and professionalism. This role is a strong fit for someone with mortgage, real estate, banking, or sales intake experience who wants to grow within the mortgage industry while working remotely.