Inside Loan Officer Sales Position (Client Care Loan Analyst)
About The Position
As a Client Care Loan Analyst (CCLA), this is an inside sales-focused mortgage role where you’ll be the first point of contact in the loan process—working company-provided leads and converting them into successful clients. You’ll guide clients through applications, present loan options, ensure compliance, and deliver a seamless, educational, and professional experience. This position blends strong sales skills with client care and loan expertise, while collaborating closely 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
