Inside Sales - Mortgage Lending - Entry Level
This entry-level Inside Sales role at Confidential Client offers a comprehensive training program to develop expertise in mortgage lending and prepare candidates for licensing exams. The position focuses on building strong customer relationships, meeting sales targets, and delivering exceptional service within a fast-paced, technology-driven environment. It provides a clear career path toward becoming a Licensed Lending Officer with competitive compensation and benefits.
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.
What You’ll Do
Confidential Client is hiring entry-level Inside Sales representatives to join a high-volume consumer-direct lending team. This role is an ACES-style training program that prepares you for the NMLS exam and a future licensed lending officer position. You will learn the end-to-end loan life cycle, work with company-provided leads, and be coached by experienced sales and training leadership.
- Embrace a structured training program (including paid training) to prepare for SAFE / NMLS licensing.
- Conduct high-volume outbound and inbound phone conversations to qualify leads and recommend appropriate mortgage or HELOC products.
- Move prospects through the loan process by coordinating with internal teams and using CRM/loan-processing software.
- Meet and exceed sales activity and conversion targets set by sales leadership.
- Maintain accurate records in the CRM and follow compliance and ethical standards at every step.
- Accept coaching, iterate on your sales approach, and adapt to evolving product and regulatory changes.
- Deliver outstanding customer service to create a smooth borrower experience.
Responsibilities
- Complete all required training modules and licensing preparation.
- Make a high volume of outbound calls and respond to inbound inquiries.
- Qualify borrowers, collect preliminary information, and pass warm leads to processing/loan officers as required.
- Follow internal compliance procedures and documentation standards.
- Achieve and sustain sales metrics (calls, appointments, origination pipeline activity).
- Participate in team meetings, role-plays, and continuous learning sessions.
Qualifications
- Minimum 2 years of direct sales experience with a proven record of meeting or exceeding goals — call center or inside-sales experience is highly preferred.
- Comfortable using technology (CRM, loan origination tools, phone systems).
- Excellent phone communication and persuasion skills; ability to build rapport remotely.
- Strong time-management skills, reliability, and willingness to work in a fast-paced, metrics-driven environment.
- Ability to pass the NMLS exam and meet requirements for state and national mortgage licensing.
- Must be able to commute to Irvine, CA full-time for in-office training and ongoing work (local candidates only).
- Bachelor’s degree is highly preferred but not required.
Compensation & Benefits
- Training pay: $16.90 per hour during the training/ACES program.
- Post-training compensation: transition to a Licensed Lending Officer pay structure that includes an hourly minimum plus a commission/bonus structure based on originations/fundings (details provided upon licensing completion).
- Company-provided leads — no cold lead purchase required.
- Benefits package includes medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and more.
- Paid training and dedicated sales leadership support to accelerate your development.
Location & Work Authorization
- Primary hiring location: Huntington Beach / Irvine area, California.
- Must be authorized to work in the U.S. and able to commute to Irvine, CA full-time.
- This role is not remote; in-office attendance is required for training and ongoing work.
About the Confidential Client
Confidential Client is a national mortgage lending organization operating in the consumer lending and mortgage services space. The client offers structured training programs designed to launch sales professionals into licensed lending roles while providing ongoing leadership support and company-generated leads.
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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