Entry Level Loan Officer - Sales
The Entry Level Loan Officer role at Confidential Client involves comprehensive training to become a licensed lending officer, focusing on mortgage and HELOC products. The position requires a strong sales background, customer service skills, and the ability to pass licensing exams, with a focus on building client relationships and excelling in a fast-paced, technology-driven lending environment.
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 & Financial Services (Mortgage Lending).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Responsibilities
Confidential Client is hiring an Entry Level Loan Officer (ACES Lending Officer) to join an inside sales team. You will complete a structured training program that prepares you for SAFE/NMLS licensing and helps you build a career in mortgage lending. Key responsibilities include:
- Embrace a comprehensive training program covering the full loan lifecycle (mortgages and HELOCs).
- Develop sales skills to identify and convert inbound leads.
- Learn mortgage product basics and apply financial concepts to customer needs.
- Use loan processing and CRM software to manage applications and follow-up.
- Deliver excellent customer service across phone-based interactions.
- Prioritize tasks, meet deadlines, and adapt to evolving procedures.
- Maintain high ethical standards and a coachable, team-oriented attitude.
Requirements
To be considered, candidates must meet the following:
- Minimum 2 years of sales experience with a proven record of meeting/exceeding targets — call center or inside-sales experience strongly preferred.
- Must be able to commute to Chandler, AZ full-time (local travel requirement).
- Ability and willingness to study for and pass the NMLS exam and satisfy state/national licensing requirements.
- Strong phone communication and relationship-building skills.
- Reliable attendance, punctuality, and receptiveness to coaching.
- Comfort using technology (CRM/loan software).
- Bachelor’s degree is highly preferred but not strictly required.
Compensation & Benefits
- Salary range: $70,000 – $120,000 per year (total compensation potential).
- Training pay: $15.15 per hour during the ACES training period.
- Post-training, licensed Loan Officers move to an hourly minimum plus a commission/bonus structure based on funded loans.
- Company-provided leads (no personal lead purchases required).
- Comprehensive benefits: medical/dental/vision options, 401(k) match, tuition reimbursement, parental leave, and more.
- Paid training and ongoing support from sales/training leadership.
Why Join Confidential Client
Confidential Client is a national mortgage and financial services employer focused on digital-first lending and strong training programs. This role is ideal for sales-driven professionals who want a clear pathway into licensed lending with hands-on training, structured advancement, and competitive compensation tied to performance.
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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