Entry Level Loan Officer - Sales
The Entry Level Loan Officer role at Confidential Client offers a comprehensive training program to develop expertise in mortgage and HELOC lending, preparing candidates to become licensed lending officers. This full-time, on-site position in Plano, TX focuses on sales aptitude, customer service excellence, and adherence to ethical standards, with a strong emphasis on meeting sales targets and leveraging technology for loan processing and client management.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Mortgage Lending / Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is hiring an Entry Level Loan Officer in Dallas, TX. This is a phone-based, sales-focused role with paid, classroom and hands-on training designed to prepare you for the SAFE & NMLS licensing exams and a career as a Licensed Lending Officer. You will work with company-provided leads and be supported by experienced training and sales leadership.
Responsibilities
- Complete an intensive training program that covers the full loan life cycle, including mortgages and HELOCs.
- Identify and pursue sales opportunities using company-provided leads.
- Manage customer interactions on the phone and in CRM/loan origination systems.
- Meet and exceed sales and performance targets.
- Maintain accurate records and follow compliance and ethical standards.
- Adapt to industry changes and integrate coaching feedback quickly.
- Deliver excellent customer service throughout the loan process.
Requirements
- Minimum 2 years of sales experience with a proven record of meeting or exceeding goals — call center sales experience is highly preferred.
- Must be able to commute to Dallas, TX full-time and work on-site.
- Ability and commitment to study for and pass the NMLS exam and meet state and national licensing requirements.
- Strong phone presentation and client relationship skills.
- Reliable attendance, punctuality, and a coachable, team-oriented attitude.
- Comfortable using technology and loan/CRM software.
- Bachelor’s degree strongly preferred.
Compensation & Benefits
- Paid ACES training at $15.00/hour.
- Monthly per-origination bonus incentives once licensed and engaging with customers.
- Post-training transition to a Licensed Lending Officer role with an hourly minimum plus a lucrative bonus structure based on fundings (details shared upon transition).
- Comprehensive benefits package including medical/dental/vision options, 401(k) match, tuition reimbursement, parental leave, and more.
- Company-provided leads (no personal lead purchasing required) and best-in-class leadership support.
About Confidential Client
Confidential Client is a national, digital-first mortgage lender in the Mortgage Lending / Financial Services industry. The organization combines technology with high-touch customer care to help borrowers buy and refinance homes. They operate offices and teams across the U.S. and invest in training and career development for lending professionals.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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