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 skills, and delivering exceptional customer service in a fast-paced, technology-driven environment. This role requires a strong sales background, commitment to ethical standards, and the ability to work on-site in Miami, FL, with opportunities for career advancement as a Licensed Lending Officer.
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 Entry‑Level Inside Sales / ACES Lending Officer to join their consumer‑direct mortgage lending team in Miami, FL. This is a full‑time, in‑office role with structured training to prepare you for the NMLS exam and a path to become a Licensed Lending Officer.
What you’ll do
This role is an inside sales position focused on guiding prospective borrowers through the early stages of the loan lifecycle while completing a formal training program. Key duties include:
- Participate in a comprehensive ACES training program (SAFE + NMLS preparation)
- Conduct outbound and inbound phone presentations to prospective customers
- Identify sales opportunities and convert leads into licensed lending conversations
- Use CRM and loan processing software to log activity and manage pipelines
- Deliver high‑quality customer service and maintain compliance with lending policies
- Work closely with sales and training leadership to meet and exceed performance goals
Who we’re looking for
We’re seeking motivated sales professionals who are coachable, customer‑focused, and comfortable working with technology. Ideal candidates will have:
- Minimum 2 years of sales experience with a documented history of meeting/exceeding goals (call center sales strongly preferred)
- Strong phone‑based communication and relationship‑building skills
- Willingness and ability to commute to a Miami, FL office full‑time
- Ability to pass the NMLS exam and satisfy state & national licensing requirements
- Reliable attendance, punctuality, and a collaborative attitude
- A bachelor’s degree is highly preferred but not required
Compensation & benefits
The Confidential Client provides paid training and a commission/bonus structure once licensed.
- Base training pay: $15.00/hour during ACES training
- Additional monthly per‑origination bonus incentives once licensed and engaging customers
- Estimated total compensation (example): ~$66,940 per year (varies by performance and licensing status)
- Benefits include medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and more
- Company‑provided leads — no personal lead purchase required
Why this role is a good next step
- Structured training to fast‑track your transition into mortgage lending and to prepare you for NMLS licensing
- Clear career path from ACES trainee to Licensed Lending Officer with an earnings upside via bonuses
- Strong leadership and support during onboarding and beyond
- Work in a high‑volume, digital‑first lending environment that blends technology with high‑touch customer service
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.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range