Mortgage Sales Representative - (Loan Officer Trainee)
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Free food & snacks
- Opportunity for advancement
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.
- 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.
- 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.
- 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.
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.
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