Mortgage Loan Officer | Mortgage Sales Specialist

Role Overview

• Handle inbound and outbound calls in a call center environment.
• Assist clients with home financing, refinancing, or home equity lines of credit.
• Analyze client financial goals and recommend the best lending product.
• Submit mortgage applications and help clients gather required documentation.
• Keep clients informed throughout the entire loan process.
• Must register and remain in good standing under the SAFE Act requirements (background check and registration required).

• Provide exceptional client care at all times.
• Answer inbound calls and make outbound calls to guide clients on lending options.
• Use multiple technology systems to assist clients and referral partners.
• Follow established lending processes and policies to manage risks.
• Communicate with clients via calls, emails, and online messages.
• Identify opportunities to recommend additional products or services.

• Minimum 1+ year of sales and mortgage experience.
• Strong customer service and relationship‑building skills.
• Ability to listen actively, assess needs, and recommend solutions.
• Comfortable learning and using multiple technology systems.
• Skilled in managing the full client loan origination process.
• Able to work under pressure in high‑volume environments.
• Strong communication skills (verbal, written, and non‑verbal).
• Demonstrated consistent sales performance.
• Flexible to work weekends and extended hours if needed.
• Professional, confident, and effective phone communication skills.
• Ability to balance performance, client care, and risk management.
• Commitment to compliance with all federal and state regulations.

• Previous contact center experience.
• Knowledge of Conventional, Jumbo, and Government loan products.
• Experience analyzing financial and credit data.
• Familiarity with FHA and HUD guidelines.
• Knowledge of underwriting, processing, and closing procedures.
• Ability to interpret complex financial data and suggest alternatives.
• Strong consultative and problem‑solving skills.

• Attention to detail.
• Client solutions advisory.
• Oral and written communication.
• Loan structuring and pipeline management.
• Critical thinking and problem solving.
• Referral identification and management.
• Collaboration and relationship building.

• High School Diploma, GED, or equivalent required.

• Eligible for baseline incentive during first 6 months.
• Quarterly performance‑based incentives.
• Medical, dental, vision, PTO, 401(k), tuition reimbursement, and career development programs.