Mortgage Sales Representative Loan Officer Trainee

Position Overview

We are seeking a motivated and goal-driven Telemarketer to join our team with a unique opportunity to grow into a licensed Loan Officer. This entry-level role is designed for individuals eager to learn the mortgage and lending industry from the ground up. The ideal candidate is persuasive, personable, and committed to building a long-term career in financial services. Within 1-3 months, based on performance, top telemarketers will have the opportunity to transition into a full-time Loan Officer role with expanded responsibilities and earning potential.

Key Responsibilities

• Make outbound calls to prospective clients using company-generated and self-sourced lead lists.
• Introduce and explain basic loan and mortgage services to potential customers.
• Qualify leads based on predefined criteria and schedule appointments for licensed loan officers.
• Maintain accurate records of calls, leads, and customer interactions in CRM software.
• Follow up with leads through calls, texts, and emails to nurture long-term relationships.
• Meet or exceed daily/weekly call and appointment-setting targets.
• Participate in on-the-job training and mentorship with senior loan officers.
• Learn about mortgage products, lending regulations, loan processing, and compliance.
• Work toward obtaining an NMLS license (company sponsorship available for qualified candidates).
• Assist in loan applications, collecting documentation, and preparing files under supervision.
• Transition to full Loan Officer duties upon meeting licensing and performance requirements.

Required Qualifications

• High school diploma or equivalent (Bachelor’s degree preferred but not required).
• 1+ year of customer service, sales, or call center experience preferred.
• Strong communication and interpersonal skills.
• Comfortable making outbound sales calls and handling objections.
• Interest in the mortgage or financial services industry.
• Self-motivated with a strong desire to grow into a licensed Loan Officer role.
• Bilingual skills are a plus.

Benefits & Perks

• Compensation: Competitive base pay plus performance bonuses/commissions.
• Clear path for advancement to a licensed Loan Officer position.
• Paid training and support for NMLS licensing.
• Positive, energetic work environment.
• Opportunities for ongoing mentorship and career development.