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 role requires strong sales aptitude, adaptability, and a commitment to ethical standards within a fast-paced, technology-driven environment.
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
Join our client’s inside sales team as an ACES Lending Officer (entry-level). You'll complete a structured training program that prepares you for NMLS licensing and a future role as a Licensed Lending Officer. In this role you will learn the loan lifecycle, engage prospects by phone, convert leads provided by the company, and close mortgage and HELOC opportunities while following regulatory and ethical standards.
Responsibilities
- Embrace a comprehensive training program to master mortgage products, loan processes, and compliance (SAFE/NMLS preparation).
- Conduct high-volume outreach and phone presentations to convert inbound company-provided leads.
- Identify sales opportunities, qualify prospects, and move borrowers through the loan pipeline.
- Deliver excellent customer service and build long-term client relationships.
- Use loan origination and CRM software to track activity and follow-up.
- Meet individual and team sales targets and participate in coaching/feedback sessions.
- Maintain high ethical standards and follow all applicable lending regulations.
Requirements
- Minimum 2 years of sales experience with a proven record of meeting/exceeding goals — call center or inside-sales experience strongly preferred.
- Must be able to commute to Chandler, AZ full-time (onsite requirement).
- Ability and willingness to study for, and pass, the NMLS exam and satisfy state/national licensing requirements.
- Comfortable using technology and CRM/loan processing systems.
- Strong phone communication skills and ability to build rapport remotely.
- Reliable attendance, punctuality, and openness to coaching.
- Bachelor’s degree highly preferred but not required.
- Authorization to work in the U.S. is required; employer will not sponsor at application stage unless stated by the client.
Compensation & Benefits
- Training pay: $15.15 per hour during the ACES training program.
- Post-training compensation: hourly minimum plus a monthly per-origination bonus when licensed; Licensed Lending Officer compensation transitions to hourly + bonus structure based on fundings (details shared upon licensing).
- Company-provided leads (no personal lead purchases required).
- Benefits package may include medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and more (exact benefits determined by our client).
- Paid training and structured development to support licensing and career growth.
Why Join
- Structured training program designed to launch your mortgage career and prepare you for NMLS licensing.
- Hands-on coaching from experienced sales and training leadership.
- Access to company-provided leads — focus on selling, not sourcing.
- Clear career path from entry-level ACES Lending Officer to Licensed Lending Officer with commission opportunities.
Location & Legal / Compliance Notes
This role is for the Confidential Client’s Tempe/Chandler, AZ operations and requires onsite attendance in Chandler, AZ. Candidates must be able to meet licensing requirements for mortgage lending, including passing the NMLS exam and satisfying relevant state and national background checks. Careertakes and our client comply with all applicable federal, state, and local employment laws; accommodations will be considered consistent with law.
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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