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Mortgage Loan Officer | Mortgage Sales Specialist; Spanish
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-06-28
Listing for:
MDAEdge
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Mortgage Loan Originator / Advisor, Banking Operations
Job Description & How to Apply Below
Job Overview
- Handle inbound and outbound calls in a call center environment.
- Assist new and existing clients with home purchases, refinancing, or home equity loans.
- Analyze financial goals and recommend the best lending solutions.
- Submit mortgage applications and help clients gather required documents.
- Keep clients informed throughout the loan process.
- Position requires SAFE Act registration and maintaining good standing with the federal registry system.
- Provide excellent client care.
- Communicate with clients and business partners by phone, email, and messaging.
- Use multiple systems to assist clients and referral partners.
- Follow established lending policies and processes.
- Identify opportunities to recommend additional products or services.
- Work as part of a team to deliver outstanding service.
- Minimum 1 year of sales and mortgage experience.
- High School Diploma or GED required.
- Strong customer service and relationship-building skills.
- Ability to actively listen and identify client needs.
- Skilled in suggesting and promoting products or services.
- Ability to learn and use multiple technology platforms.
- Strong written, verbal, and non-verbal communication skills.
- Able to manage the full client loan process and resolve issues.
- Ability to work under pressure and manage multiple tasks.
- Adaptable, flexible, and comfortable with change.
- Strong sales performance history.
- Willing to work weekends and extended hours as needed.
- Professional and confident when speaking with clients over the phone.
- Ability to balance performance, compliance, and client service.
- Commitment to ethical standards and compliance with federal and state policies.
- Contact center experience.
- Knowledge of loan products:
Conventional, Jumbo, Government, FHA, HUD. - Familiarity with underwriting, closing, and federal lending regulations.
- Ability to analyze credit and financial data to advise clients.
- Strong consultative skills and ability to ask the right questions.
- Attention to detail.
- Client solutions advisory.
- Loan structuring and pipeline management.
- Problem-solving and critical thinking.
- Collaboration and referral management.
- Regular schedule:
Monday-Friday, 10 AM-7 PM (Eastern). - Rotating Saturdays: 8 AM-3:30 PM.
- Training:
Monday-Friday, 8 AM-5 PM (approx. 8 weeks). - Training is 100% in-office, no time off allowed.
- Post-training:
Hybrid with 5 in-office days per month.
- Baseline incentive available for first 6 months.
- Eligible for quarterly incentives based on performance.
- Full benefits:
Medical, Dental, Vision, PTO, 401(k), Tuition Reimbursement, Career Development.
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