WizeHire, Inc
Mortgage Lead Conversion & Pre-Approval Specialist
WizeHire, Inc, Grayslake, Illinois, United States, 60030
The Bryan Schmidt Group / Preferred Rate • Grayslake , IL , US
Description Let’s be clear upfront — This is
not
a traditional LOA role.
If you love talking to people, converting leads, and being the first trusted voice a buyer hears — keep reading. If you prefer hiding behind files and avoiding phones, this is not your jam.
We’re a high-performing, referral-driven mortgage team looking for a
Lead Conversion & Pre-Approval Specialist
to own the front end of the pipeline. You’ll be the gatekeeper, the quarterback, and the reason deals actually get to contract.
Compensation (This Is Why People Apply) Base Salary: $60,000 – $70,000
(depending on experience)
Performance Upside (recommended):
Bonuses per closed loans
Annual upside for the right performer:
$75K–$90K+
401(k) + stock ownership
PTO and paid holidays
Stable hours:
8:30–5:30, Mon–Fri
Responsibilities What You’ll Own (a.k.a. Why This Role Matters)
Lead Conversion & First Contact
Be the first human voice new buyers hear — by phone, text, and email
Chase, track, and convert inbound
warm
leads (speed matters)
Set expectations, build rapport, and move clients forward decisively
Schedule & prepare high-quality Discovery Meetings with the Loan Officer
Guide clients through SimpleNexus document uploads
Complete applications, utilize Encompass to work up the Pre-Approvals.
Submit accurate, complete pre-approvals
within 24 hours
Build scenarios and collaborate with underwriting/investors as needed
Client & Realtor Communication Weekly check-ins with:
Pre-approved clients
Actively searching for property homebuyers
Referral Partners
Participate in daily huddles and weekly pipeline reviews
Support the LO with follow-up calls and client handoffs
Improve systems, scripts, and workflows as you go
Help the team get better every month (not just “do your job”)
Who Crushes in This Role You’ll thrive here if you are:
Fast, organized, and dangerously good on the phone
Comfortable driving conversations and asking for decisions
Obsessed with follow-up and details
Calm under pressure and allergic to missed deadlines
Independent, but a strong team player
Qualifications Requirements (Let’s Be Honest) Must-Have
3–5+ years mortgage experience (front-end strongly preferred)
Solid understanding of DU/LP and pre-approval workflows
Experience with correspondent/wholesale lenders and UNDERSTAND how to read guidelines
Strong CRM, Excel, and general tech skills
Nice-to-Have
NMLS license (or willingness to get it)
Experience building or improving lead follow-up systems
Strong purchase loan knowledge (Conv/FHA/VA)
About The Bryan Schmidt Group / Preferred Rate We don’t do “volume at all costs.”
We do
relationships, precision, and long-term referrals .
Every file represents a family making a life decision. We take that seriously — and we expect you to as well.
If you want a role where your work directly impacts closings, referrals, and growth — this is it.
#J-18808-Ljbffr
Description Let’s be clear upfront — This is
not
a traditional LOA role.
If you love talking to people, converting leads, and being the first trusted voice a buyer hears — keep reading. If you prefer hiding behind files and avoiding phones, this is not your jam.
We’re a high-performing, referral-driven mortgage team looking for a
Lead Conversion & Pre-Approval Specialist
to own the front end of the pipeline. You’ll be the gatekeeper, the quarterback, and the reason deals actually get to contract.
Compensation (This Is Why People Apply) Base Salary: $60,000 – $70,000
(depending on experience)
Performance Upside (recommended):
Bonuses per closed loans
Annual upside for the right performer:
$75K–$90K+
401(k) + stock ownership
PTO and paid holidays
Stable hours:
8:30–5:30, Mon–Fri
Responsibilities What You’ll Own (a.k.a. Why This Role Matters)
Lead Conversion & First Contact
Be the first human voice new buyers hear — by phone, text, and email
Chase, track, and convert inbound
warm
leads (speed matters)
Set expectations, build rapport, and move clients forward decisively
Schedule & prepare high-quality Discovery Meetings with the Loan Officer
Guide clients through SimpleNexus document uploads
Complete applications, utilize Encompass to work up the Pre-Approvals.
Submit accurate, complete pre-approvals
within 24 hours
Build scenarios and collaborate with underwriting/investors as needed
Client & Realtor Communication Weekly check-ins with:
Pre-approved clients
Actively searching for property homebuyers
Referral Partners
Participate in daily huddles and weekly pipeline reviews
Support the LO with follow-up calls and client handoffs
Improve systems, scripts, and workflows as you go
Help the team get better every month (not just “do your job”)
Who Crushes in This Role You’ll thrive here if you are:
Fast, organized, and dangerously good on the phone
Comfortable driving conversations and asking for decisions
Obsessed with follow-up and details
Calm under pressure and allergic to missed deadlines
Independent, but a strong team player
Qualifications Requirements (Let’s Be Honest) Must-Have
3–5+ years mortgage experience (front-end strongly preferred)
Solid understanding of DU/LP and pre-approval workflows
Experience with correspondent/wholesale lenders and UNDERSTAND how to read guidelines
Strong CRM, Excel, and general tech skills
Nice-to-Have
NMLS license (or willingness to get it)
Experience building or improving lead follow-up systems
Strong purchase loan knowledge (Conv/FHA/VA)
About The Bryan Schmidt Group / Preferred Rate We don’t do “volume at all costs.”
We do
relationships, precision, and long-term referrals .
Every file represents a family making a life decision. We take that seriously — and we expect you to as well.
If you want a role where your work directly impacts closings, referrals, and growth — this is it.
#J-18808-Ljbffr