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 and develop expertise in loan products, with an emphasis on meeting sales targets, delivering exceptional customer service, and adapting to industry changes. This on-site role requires a minimum of two years sales experience and offers a structured career path toward becoming 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 and financial services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Join a high-volume inside sales team focused on mortgage products and home-equity lines of credit. This entry-level Inside Sales role combines structured training with hands-on selling: you will complete an intensive ACES training program, prepare for the NMLS and national licensing exams, and build the phone‑based sales skills required to succeed as a Licensed Lending Officer.
- Conduct outbound and inbound phone outreach to prospective borrowers using company-provided leads
- Learn the end-to-end loan lifecycle and assist customers through application intake and initial qualification
- Prepare for and pass the NMLS exam with support from training and sales leadership
- Follow up on leads, manage pipeline activity in CRM systems, and coordinate with underwriting and operations teams
- Hit weekly and monthly activity and production targets; adopt coaching and process improvements to increase conversion and fundings
Responsibilities
- Dedicate yourself to an intensive training program covering mortgage products, HELOCs, compliance, and loan processes
- Generate opportunities from provided leads and convert them into licensed‑ready conversations
- Manage CRM activity and maintain accurate, compliant customer records
- Demonstrate strong customer service during every step of the loan process
- Work collaboratively with sales leadership and operations to move files to funding
- Maintain high ethical standards and comply with all lending and state licensing requirements
Qualifications
- Minimum 2 years of professional sales experience with a proven record of meeting/exceeding targets (call center sales highly preferred)
- Comfortable using sales and loan-processing software; quick to adopt new technology
- Strong phone presence and ability to build relationships via remote outreach
- Ability and willingness to prepare for, sit for, and pass the NMLS exam and meet state/national licensing requirements
- Reliable attendance and punctuality; coachable and team-oriented
- Must be able to commute to Scottsdale, AZ full-time (role is on-site)
- Bachelor’s degree highly preferred but not required
Compensation & Benefits
- Training base pay: $15.15 per hour during ACES training
- Post-training: hourly minimum plus per-origination and funding-based bonus structure once licensed
- Company-provided leads — no personal lead purchase required
- Comprehensive benefits package including medical, dental, vision, 401(k) matching, tuition reimbursement, parental leave, and additional programs
- Paid training and best-in-class leadership support during the licensing transition
Why Join Confidential Client
- Structured career path from entry-level inside sales to Licensed Lending Officer
- Proven training program that prepares candidates for NMLS and long-term mortgage careers
- High-volume, national consumer lender platform with local offices and strong operational support
- Competitive total compensation model that rewards licensed production and fundings
About the Industry
This role sits in mortgage lending and financial services with a focus on consumer-direct lending products (home purchase, refinance, and HELOC). The position provides a platform to develop industry credentials (NMLS) and a long-term sales career in lending.
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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