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.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring entry-level Inside Sales candidates for a structured training-to-licensure program that prepares you for a Licensed Lending Officer role. This role is focused on high-volume, consumer-directed mortgage sales performed primarily by phone. You will learn the full loan lifecycle, prepare for NMLS licensing, and convert company-provided leads into satisfied customers.
- Participate in a comprehensive training program covering mortgages, HELOCs, compliance, and the loan lifecycle
- Prepare for and complete SAFE / NMLS licensing requirements with company support
- Engage with inbound (and some outbound) leads via phone to qualify borrowers and recommend appropriate products
- Build rapport, deliver clear phone presentations, and manage follow-up across the sales pipeline
- Use loan origination and CRM software to document interactions and progress loan files
- Meet individual performance metrics (calls, conversions, and funding targets) while maintaining high ethical standards
Key Responsibilities
- Dedicated participation in training and licensing preparation
- Identify and develop sales opportunities from company-provided leads
- Maintain timely follow-ups and accurate loan records in the CRM/LOS
- Provide excellent customer service through each step of the loan process
- Collaborate with training and sales leadership; accept coaching and feedback
- Adhere to regulatory and company compliance guidelines at all times
Minimum Qualifications
- Minimum 2 years of sales experience with a documented track record of meeting or exceeding goals — call-center sales experience strongly preferred
- Comfortable working with technology and sales software (CRM/LOS)
- Strong phone communication and relationship-building skills
- Reliable attendance, punctuality, and willingness to engage in coaching
- Ability to pass the NMLS exam and meet state/national licensing requirements when required
- Must be able to commute full-time to Southfield, MI (local office)
- Bachelor’s degree highly preferred but not strictly required
Compensation & Benefits
- Base hourly training pay: $15.00/hour during ACES training (as stated by the client)
- Additional monthly per-origination bonus incentives once licensed and speaking with customers
- Post-training compensation transitions to a Licensed Lending Officer structure: hourly minimum plus performance-based bonus on fundings (detailed compensation provided during hire/transition)
- Benefits package includes medical/dental/vision options, 401(k) matching, tuition reimbursement, parental leave, and more
Location & Work Type
- On-site / Full-time — must be able to commute to Southfield, MI full-time. This posting is for the Westland / Southfield, Michigan area.
Why Join
Confidential Client offers a structured path from entry-level inside sales to a licensed lending career with formal training, provided leads (so you don’t need to buy referrals), and leadership support during your transition. If you are coachable, target-driven, and customer-focused, this role offers a clear development path into the mortgage industry.
Legal & Compliance Notes
This posting follows applicable U.S. hiring laws. Candidates will be evaluated on job-related criteria. Reasonable accommodations are available for applicants with disabilities; please notify the hiring team if you require assistance.
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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