Client Care Loan Analyst; CCLA

About the Role

As a Client Care Loan Analyst (CCLA), you’ll be the first point of contact in the mortgage process—turning potential leads into successful clients. You’ll guide clients through applications, present loan options, ensure compliance, and deliver a seamless, educational, and professional experience. This role requires both client care and loan expertise, along with the ability to collaborate with a high‑performing team.

• Client Engagement & Loan Applications

  • Manage and convert leads into full applications using the 1–6 CRM process.
  • Collect and verify client documentation (income, assets, credit, etc.).
  • Present tailored loan options and educate clients on the mortgage process.
  • Issue pre‑approvals aligned with DML standards.
  • Provide updates and communicate with agents and clients throughout the process.

• Coordination & Communication

  • Train and support agents/clients on Simple Nexus app & calculator.
  • Create and share co‑branded applications and marketing materials.
  • Participate in lead capture rotations (nights/weekends) and prospecting calls.
  • Complete and submit weekly Greatness Tracker to Sales Manager.

• Loan Structuring & Locking

  • Structure loans and present the best options (terms, buy‑downs, etc.).
  • Review Loan Estimates, cash‑to‑close figures, and payment breakdowns.
  • Ensure clients understand loan terms, payments, and expectations.

• File Preparation & Submission

  • Transition approved files to processing with full documentation.
  • Follow team communication standards for updates and submissions.
  • Provide reminders and guidance through the first payment process.

• Business & Professional Growth

  • Manage time effectively, focusing on high‑value tasks.
  • Exceed production expectations while maintaining compliance.
  • Represent DML with professionalism and authenticity.
  • Consistently deliver excellent client experiences (5‑star reviews).
  • Embody and promote DML’s mission, vision, and values.

• High school diploma or equivalent (Associate’s degree preferred).
• Active NMLS license
  .
• 1–3 years of lending or related financial experience.
• Strong communication, customer service, and organizational skills.
• Ability to work nights/weekends as part of rotation.

• Encompass software experience.
• Knowledge of FHA, VA, Fannie Mae, and conventional loan products.
• Proficiency with Microsoft Office and CRM systems.

• Motivated, goal‑oriented professionals with a positive attitude.
• Team players who value respect, kindness, and collaboration.
• Problem‑solvers who thrive in a fast‑paced, client‑centered environment.
• Individuals who balance sales focus with genuine care for clients.

• Prolonged periods of sitting/working on a computer.
• Ability to lift up to 15 lbs occasionally.
• Willingness to attend off‑site client meetings as needed.

• $40,000 plus commission
• Health, Dental & Vision benefits available, along with supplementary benefits such as Life Insurance, Long & Short‑term Disability and more!

Join us and grow your career in an environment that values teamwork, client success, and professional development.

Apply today to become a Client Care Loan Analyst at DML!