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.

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What You’ll Do

Confidential Client is hiring entry-level inside sales candidates for a training-to-licensed Lending Officer program. This role focuses on phone-based sales, consultative conversations, and progressing through our ACES training to prepare for the NMLS and state licensing.

• Embrace a structured training program covering the full loan lifecycle and licensing (SAFE / NMLS).
• Conduct high-volume outbound and inbound customer outreach to identify lending needs.
• Qualify leads, present mortgage and HELOC options, and guide customers through next steps.
• Document customer interactions and maintain accurate records in CRM systems.
• Meet performance and production targets as you progress from trainee to licensed Lending Officer.
• Collaborate with sales leadership and training teams to refine selling skills and product knowledge.
• Maintain high ethical and compliance standards at every stage of the customer experience.
• Use loan-processing and customer-management software confidently to move opportunities forward.

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Qualifications

Candidates must meet the following minimum requirements:

• Minimum 2 years of sales experience with a proven record of meeting/exceeding goals (call-center sales experience strongly preferred).
• Ability and commitment to complete licensing: pass the NMLS exam and meet state and national mortgage licensing requirements.
• Must be able to commute to Irvine, CA full-time.
• Strong phone presentation skills and the ability to build rapport over the phone.
• Reliable attendance, punctuality, and a coachable attitude.
• Comfortable with technology and CRM/loan software.
• Bachelor’s degree is highly preferred but not required.

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Compensation & Benefits

Confidential Client offers a compensation package designed to support trainees and reward licensed production.

• Training hourly pay: $16.90 per hour during ACES training.
• Post-training compensation: licensed Lending Officers receive an hourly minimum plus a lucrative bonus structure tied to funded loans (details provided at transition).
• Additional monthly per-origination bonuses once licensed and actively speaking with customers.
• Estimated total compensation (example/estimate): $66,069 per year — actual results vary by performance and licensing status.
• Benefits include medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and other programs.

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Why Join Confidential Client

• Best-in-class training program designed to prepare you for the NMLS and a career as a licensed Lending Officer.
• Company-provided leads — no need to source or buy your own referrals.
• Clear career path from paid training to a licensed, commission/bonus-eligible role.
• Supportive leadership and sales coaching during development and transition.

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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.