Loan Officer Sales Position; Client Care Loan Analyst

Position: Inside Loan Officer Sales Position (Client Care Loan Analyst)
Inside Loan Officer Sales Position (Client Care Loan Analyst)

As a Client Care Loan Analyst (CCLA), this is an inside sales-focused mortgage role where you'll be the first point of contact in the loan process-working company-provided leads and converting them into successful clients. You'll guide clients through applications, present loan options, ensure compliance, and deliver a seamless, educational, and professional experience. This position blends strong sales skills with client care and loan expertise, while collaborating closely with a high-performing team.

This position includes company-provided leads, allowing you to focus on converting qualified opportunities while delivering exceptional client experiences.

Key Responsibilities

• Client Engagement & Loan Applications
  • Manage and convert company-provided 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.

Required Qualifications:

• 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.

Preferred Qualifications:

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

What We're Looking For

• 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.

Physical Requirements

• 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.

Compensation & Benefits:

• $60,000 - $65,000 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!