Inside Sales - Mortgage Lending - Entry Level
The Inside Sales - Mortgage Lending role at Confidential Client is an entry-level sales position focused on guiding customers through the mortgage and HELOC lending process. The position involves comprehensive training to obtain licensing, developing sales expertise, and delivering exceptional customer service while meeting sales targets. This on-site role in Plano, TX offers a structured career path to become a Licensed Lending Officer within a leading digital mortgage company.
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.
Position Overview
Confidential Client is hiring an Inside Sales (Entry-Level) Lending Officer to join a high-volume consumer-direct lending team. This is an entry-level sales position with paid training, state and national licensing support, and a path to a Licensed Lending Officer role with a commission/bonus structure. The role includes focused training on mortgage and HELOC products, preparation for the NMLS exam, and ongoing sales coaching.
What You’ll Do
- Participate in a structured training program covering the full loan life cycle and licensing requirements.
- Engage inbound and outbound prospects by phone to qualify needs and present lending solutions.
- Convert leads into conversations, cultivate relationships, and move applications through the loan process.
- Use CRM and loan-processing software to document interactions and advance workflows.
- Meet individual and team sales goals while following compliance and ethical standards.
- Collaborate with sales leadership and operations to improve processes and customer experience.
Qualifications
- Minimum 2 years of sales experience with a proven track record of meeting or exceeding goals; call-center sales experience highly preferred.
- Comfortable using technology and CRM/loan-processing tools.
- Strong phone communication and relationship-building skills.
- Willingness and ability to study for and pass the NMLS exam and obtain required state/national licenses.
- Ability to commute to Irving, NY full-time.
- Reliable attendance, coachable attitude, and strong time-management skills.
- Bachelor’s degree is highly preferred but not required.
Compensation & Benefits
- Posted compensation range: $70,000–$120,000 per year (annual range reflected in source posting).
- Training pay: $15.00/hour during formal training (per source posting).
- After licensing, the role transitions to a Licensed Lending Officer compensation structure: hourly minimum plus bonuses per origination/funding (details shared at that stage).
- Benefits include medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and other standard benefits.
Why Join Confidential Client
- Structured, industry-leading training program with support to study for the SAFE/NMLS exams.
- Company-provided leads—no need to buy your own referrals.
- Clear advancement path from training to a licensed origination role with strong earning upside.
- Dedicated leadership and peer support during onboarding and beyond.
Additional Details
- Employment type: Full-time.
- Industry: Mortgage Lending & Financial Services.
- Location: Irving, NY — must be able to commute to the specified office full-time.
- Licensing: Candidates must be able to meet licensing requirements and pass the NMLS/SAFE exam.
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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