Mortgage Sales Representative - (Loan Officer Trainee)

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Free food & snacks
• Opportunity for advancement

Job Summary:

We are seeking a motivated and goal-driven Mortgage Sales Representative to join our team with a unique opportunity to grow into a licensed Loan Officer . This is an entry-level role designed for individuals who are eager to learn the mortgage and lending industry from the ground up. The ideal candidate is persuasive, personable, and eager to build a long-term career in financial services.

Key Responsibilities:

Telemarketing Phase (Initial Training & Lead Generation):

• Make outbound calls to prospective clients using company-generated and self-sourced lead lists.

• Introduce and explain basic loan and mortgage services to potential customers.

• Qualify leads based on predefined criteria and schedule appointments for licensed loan officers.

• Maintain accurate records of calls, leads, and customer interactions in CRM software.

• Follow up with leads through calls, texts, and emails to nurture long-term relationships.

• Meet or exceed daily/weekly call and appointment-setting targets.

Loan Officer Training Path (Career Progression):

• Participate in on-the-job training and mentorship with senior loan officers.

• Learn about mortgage products, lending regulations, loan processing, and compliance.

• Work toward obtaining an NMLS license (company sponsorship available for qualified candidates).

• Begin assisting in loan applications, collecting documentation, and preparing files under supervision.

• Transition to full Loan Officer duties upon meeting licensing and performance requirements.

Qualifications:

• High school diploma or equivalent (Bachelors degree preferred but not required).

• 1+ year of customer service, sales, or call center experience preferred.

• Strong communication and interpersonal skills.

• Comfortable making outbound sales calls and handling objections.

• Interest in the mortgage or financial services industry.

• Self-motivated with a strong desire to grow into a licensed loan officer role.

• Bilingual skills are a plus.

What We Offer:

• Competitive base pay plus performance bonuses/commissions.

• Clear path for advancement to a licensed Loan Officer position.

• Paid training and support for NMLS licensing.

• Positive, energetic work environment.

• Opportunities for ongoing mentorship and career development.

Career Path:

This role is ideal for someone looking to build a career in the mortgage industry. Within 1-3 months (based on performance), top telemarketers will have the opportunity to transition into a full-time Loan Officer role with expanded responsibilities and earning potential.