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Entry Level Sales - Recent Grad

Confidential ClientFinancial Services
Entry LevelFull-timeOn-Site$83,496
Birmingham, Alabama
16 Hours Ago

The Entry Level Sales position at Confidential Client offers recent graduates a comprehensive training program to become licensed lending officers specializing in mortgages and HELOCs. The role focuses on developing sales expertise, customer relationship management, and financial product knowledge within a fast-paced, technology-driven environment. This on-site position requires a proven sales record and commitment to ethical standards, providing a strong foundation for a successful career in the lending industry.

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Description

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, financial services — mortgage lending.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


Overview

Confidential Client is hiring an Entry Level Sales professional (ACES Lending Officer track) in Birmingham, AL. This is an early-career, inside-sales role with paid training designed to prepare you for NMLS licensure and a transition to a Licensed Lending Officer. Ideal for recent grads or sales professionals with 2+ years of proven sales performance who want a clear career path into mortgage lending.


What You’ll Do

  • Complete a structured training program that prepares you for the SAFE / NMLS exams and gives foundational knowledge of mortgages and HELOCs.
  • Conduct phone-based sales and client outreach using company-provided leads.
  • Move prospects through the loan life cycle with coaching from sales and training leadership.
  • Identify sales opportunities and follow up to meet monthly targets.
  • Use CRM and loan-processing software to document conversations and next steps.
  • Deliver excellent customer service during the loan process and escalate issues when needed.
  • Maintain high ethical standards and comply with licensing and regulatory requirements.

Qualifications

  • Minimum 2 years of sales experience with a documented record of meeting or exceeding targets — call center sales strongly preferred.
  • Comfortable working in a tech-enabled sales environment (CRM, phone systems, loan software).
  • Ability to study for, and pass, the NMLS exam and meet state/national mortgage licensing requirements.
  • Reliable commute to Birmingham, AL (onsite) and consistent attendance.
  • Strong phone presentation and relationship-building skills.
  • Willingness to accept coaching and continuous improvement.
  • Bachelor’s degree strongly preferred.

Compensation & Benefits

  • Training pay: $15.00 per hour during the ACES training program.
  • Post-training: transition to Licensed Lending Officer pay structure — hourly minimum plus a competitive per-origination/funding bonus plan.
  • Additional compensation information: estimated total compensation figures have been reported for similar roles (example estimate shown on source: ~$83,497/year) — actual earnings depend on licensing status and production.
  • Benefits: medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and more.

Why Candidates Join This Program

  • Clear pathway from entry-level sales to licensed lending officer with strong training and leadership support.
  • Company-provided leads — focus on selling rather than sourcing your own prospects.
  • Paid training and structured coaching to pass licensing exams.
  • Opportunity to build a career in mortgage lending with commission upside.

About the Confidential Client

Confidential Client is a national consumer lending organization in the mortgage lending space. They operate a tech-enabled consumer-direct sales model and provide training and local support to help new loan officers launch successful lending careers.


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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