Mortgage Sales Representative Loan Officer Trainee

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 (Bachelor’s 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.