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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Position overview

Confidential Client is hiring an entry-level Mortgage Sales Representative (ACES Lending Officer training program) to join a high-volume, consumer-direct inside sales team. This is a training-to-license role: you will receive paid training to prepare for the SAFE/NMLS licensing exams, hands-on coaching, and company-provided leads to help you build a pipeline.

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What You’ll Do

• Complete a structured ACES training program including preparation for SAFE and NMLS licensing exams
• Learn the full loan lifecycle for mortgage and HELOC products
• Conduct phone-based customer outreach and sales presentations
• Convert company-provided leads into applications and funded loans once licensed
• Collaborate with sales leadership and operations to manage pipeline and process loans
• Use loan origination and CRM software to track opportunities and update loan files
• Maintain high ethical and compliance standards in all customer interactions

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Who we’re looking for (Qualifications)

• Minimum 2 years of sales experience with a proven record of meeting or exceeding targets (call center sales experience strongly preferred)
• Comfortable working with technology and CRM/loan-processing systems
• Strong phone-based selling and relationship-building skills
• Ability and willingness to study for and pass the NMLS exam and obtain state/national mortgage licenses
• Reliable attendance, punctuality, and receptiveness to coaching
• Bachelor’s degree highly preferred
• Must be eligible to work in the U.S. and able to commute to Oak Park, CA full-time

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Compensation & Benefits

• Estimated annual compensation (market estimate): $67,371 per year (estimated)
• Training base pay: $15/hour during ACES training
• Post-training compensation transitions to a Licensed Lending Officer structure: hourly minimum plus per-origination/monthly/production bonus incentives
• Company-provided leads (no need to purchase your own)
• Competitive benefits package including medical/dental/vision, 401(k) matching, tuition reimbursement, parental leave, and more
• Direct coaching and advancement opportunities into licensed lending roles

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Why join Confidential Client

• Industry-leading training program focused on licensing and long-term career development
• Proven leadership and support to help you succeed from day one
• High-touch sales model with company-provided leads to accelerate your results
• Clear path from paid trainee to licensed loan officer with attractive bonus upside

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Location & Work Authorization

• Job location: Oak Park, CA (in-office/onsite)
• Must be authorized to work in the United States
• Candidates must be able to commute to Oak Park, CA full-time

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Legal & compliance notes

This posting replaces the employer name with "Confidential Client" to protect the hiring organization’s privacy while preserving the role, responsibilities, and requirements. The role requires passing NMLS/state licensing where applicable; final hire will be subject to background checks and licensing eligibility per state law.

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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.