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.

---

Responsibilities

You will join a high-volume inside sales training program that prepares you to become a licensed lending officer. Typical responsibilities include:

• Dedication to learning a comprehensive training program covering the full loan life cycle (mortgages and HELOCs).
• Participate in training to prepare for the SAFE / NMLS licensing exams.
• Identify and pursue sales opportunities via phone outreach and customer follow-up.
• Deliver exceptional customer service and build long-term client relationships.
• Use loan-processing and CRM software to manage leads and documentation.
• Maintain high ethical standards and compliance with lending regulations.
• Prioritize tasks effectively to meet performance targets and deadlines.

---

Requirements

Candidates should meet the following minimum qualifications:

• Minimum 2 years of sales experience with a documented track record of meeting or exceeding targets (call center sales experience highly preferred).
• Ability and willingness to prepare for and pass the NMLS exam and meet state/national licensing requirements.
• Comfortable working with sales and loan-processing technologies.
• Excellent phone presentation skills and customer focus.
• Reliable attendance, punctuality, and openness to coaching.
• Must be able to commute to Irvine, CA full-time.
• Bachelor’s degree strongly preferred.

---

Compensation & Benefits

Compensation and incentives for the role include:

• Annual pay range (estimate): $70,000 — $120,000 per year (base + commission/bonus once licensed).
• Training pay: $16.90/hour during the ACES training program.
• Monthly per-origination bonuses after licensing; licensed LLO compensation transitions to an hourly minimum plus a performance-based bonus structure tied to fundings.
• Company-provided leads (no personal lead purchases required).
• Comprehensive benefits package including medical/dental/vision, 401(k) matching, tuition reimbursement, parental leave, and other standard benefits.
• Paid training and leader-supported onboarding.

(Compensation shown reflects employer-provided ranges. Exact pay and bonus structure will be shared during the hiring process.)

---

Why This Role Is a Good Fit

• Formal training pathway to become a Licensed Lending Officer with NMLS support.
• Paid training and structured bonus opportunities that reward production.
• Opportunity to join a large inside-sales organization with career growth and leadership support.
• Best suited for proactive, customer-focused sales professionals comfortable with high-volume phone outreach.

---

About the Confidential Client

Confidential Client operates in Mortgage & Lending (Financial Services) and provides a technology-driven, high-touch lending experience. The organization invests in structured training and licensing support for new hires, offers company-provided leads, and maintains a national footprint with local offices.

---

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.