Client Care Loan Analyst (CCLA)
About The Position
As a Client Care Loan Analyst (CCLA), you’ll be the first point of contact in the mortgage process—turning potential leads into successful clients. You’ll guide clients through applications, present loan options, ensure compliance, and deliver a seamless, educational, and professional experience. This role requires both client care and loan expertise, along with the ability to collaborate with a high-performing team. This position includes company-provided leads, allowing you to focus on converting qualified opportunities while delivering exceptional client experiences.
Requirements
- High school diploma or equivalent (Associate’s degree preferred).
- Active NMLS license.
- 1–3 years of lending or related financial experience.
- Strong communication, customer service, and organizational skills.
- Ability to work nights/weekends as part of rotation.
Nice To Haves
- Encompass software experience.
- Knowledge of FHA, VA, Fannie Mae, and conventional loan products.
- Proficiency with Microsoft Office and CRM systems.
Responsibilities
- Manage and convert company-provided leads into full applications using the 1–6 CRM process.
- Collect and verify client documentation (income, assets, credit, etc.).
- Present tailored loan options and educate clients on the mortgage process.
- Issue pre-approvals aligned with DML standards.
- Provide updates and communicate with agents and clients throughout the process.
- Train and support agents/clients on Simple Nexus app & calculator.
- Create and share co-branded applications and marketing materials.
- Participate in lead capture rotations (nights/weekends) and prospecting calls.
- Complete and submit weekly Greatness Tracker to Sales Manager.
- Structure loans and present the best options (terms, buy-downs, etc.).
- Review Loan Estimates, cash-to-close figures, and payment breakdowns.
- Ensure clients understand loan terms, payments, and expectations.
- Transition approved files to processing with full documentation.
- Follow team communication standards for updates and submissions.
- Provide reminders and guidance through the first payment process.
- Manage time effectively, focusing on high-value tasks.
- Exceed production expectations while maintaining compliance.
- Represent DML with professionalism and authenticity.
- Consistently deliver excellent client experiences (5-star reviews).
- Embody and promote DML’s mission, vision, and values.
Benefits
- Health, Dental & Vision benefits available, along with supplementary benefits such as Life Insurance, Long & Short-term Disability and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
