Customer Service Representative

In-Office Mortgage Sales Representative – Loan Officer Career Track

This is not a traditional call center job. It’s the first step toward becoming a Loan Officer.

We’re looking for someone who wants to learn sales, build real skills, make serious money, and earn their way into a career in mortgage lending.

You don’t need mortgage experience. You don’t need a college degree. You don’t need to know everything about loans.

You do need to be hungry, competitive, coachable, confident on the phone, and willing to put in the work.

You’ll be on the phone for the majority of your day working with mortgage leads.

Your job is simple:

• Call new leads and existing leads
• Re-engage people who previously showed interest
• Follow up with prospects who stopped responding
• Have real conversations with homeowners
• Ask the right questions and identify qualified opportunities
• Qualify prospects based on our sales process
• Transfer qualified prospects to one of our Loan Officers
• Keep your activity and follow-up organized in our CRM
• Take coaching, improve your approach, and get better every day

You are not responsible for closing the loan or collecting loan documents.

Your job is to create opportunities for our Loan Officers.

We’re looking for someone who can communicate confidently with people they’ve never met and isn't afraid to pick up the phone.

Sales experience is preferred, but it doesn't have to be mortgage sales. Experience in areas like:

• Inside sales
• Retail sales
• Automotive sales
• Recruiting
• Insurance
• Real estate
• Appointment setting
• Customer service with a strong sales component
• Cold calling or high-volume phone sales

…can all translate well to this position.

Mortgage experience is a plus, not a requirement.

More important than your resume is your mindset.

You should be:

• Competitive – You want to win.
• Driven – You don't need someone standing over you every minute.
• Coachable – You can take feedback without getting defensive.
• Energetic – You bring personality and confidence to conversations.
• Resilient – Hearing “no” doesn't ruin your day.
• Hardworking – You understand that results come from consistent effort.
• Goal-oriented – You want to improve your income and your position.
• Patient – You're willing to work now for a much bigger opportunity later.

This position is probably not for you if:

• You want an easy job.
• You hate being on the phone.
• You make excuses when things don't go your way.
• You blame other people when you don't get results.
• You need constant supervision to stay productive.
• You aren't comfortable being held accountable.
• You expect success before you've put in the work.
• You're looking for a job where you can do the minimum and collect a paycheck.

The people who succeed here are the people who are willing to put in the real work required to win.

We don't believe in excuses or shortcuts.

We're building a sales organization where someone can start at the front end, learn the business, get licensed, and eventually become a highly productive Loan Officer.

The career path looks like:

Mortgage Sales Representative → NMLS Licensing & Mortgage Training → Loan Officer → High-Producing Loan Officer

If you perform, learn the business, and prove that you can handle more responsibility, there is a clear opportunity to move up.

You don't have to figure this out on your own.

We'll provide:

• Leads
• Training
• Sales systems
• Scripts and call flows
• CRM and technology
• Mortgage product training
• Ongoing coaching
• Call reviews
• Performance feedback
• A competitive team environment
• A clear path toward becoming a Loan Officer

We'll give you the leads, training, systems, and coaching. You bring the work ethic and the ability to sell.

We're serious about winning, but we're not trying to create…