Customer Service Representative to LO

Security National Mortgage Company•Mesa, AZ

1d•$50,000 - $75,000•Onsite

About The Position

Security National Mortgage Company, one of the nation’s leading mortgage lenders, is seeking motivated and driven individuals to join our direct-to-consumer team as a Customer Service Representative with a clear pathway to become a Licensed Direct to Consumer (Inside Sales) Loan Officer. This unique role allows you to start by developing foundational client-service and mortgage knowledge, then transition into a full Loan Officer position upon strong performance, completion of training, and obtaining the required licensing. Employment in this role is contingent upon successfully obtaining the required state licensing within the designated timeframe (3-6 months). We’re looking for candidates who are passionate about helping clients achieve homeownership, eager to grow professionally, and excited to learn the business from the ground up. Bilingual Spanish-speaking candidates are strongly encouraged to apply.

Requirements

Ability to obtain and maintain required state licensing (NMLS), especially in the following states (which may require additional credit and background screenings): Idaho Nevada Texas Florida New Jersey North Carolina Georgia California
Must work on-site in Mesa, AZ 85204.
Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards
Must be able to occasionally lift and carry up to 15 lbs.
Must be able to sit for prolonged periods at a desk, while working on a computer
Must be able to talk, listen, and speak clearly on telephone
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.

Nice To Haves

Bilingual Spanish/English (preferred)
Previous experience in customer service, sales, or mortgage-related roles
Strong communication, organizational, and time-management skills
Ability to work independently and as part of a team
Bachelor’s degree in business, finance, or related field (preferred)
Minimum 3 years of loan originator experience (for external applicants; not required for internal promotion path)
Advanced knowledge of lending and credit markets
Strong understanding of federal and state real estate lending regulations
Excellent written, verbal, and interpersonal communication skills
High attention to detail and customer-service mindset

Responsibilities

Work with company-provided leads and make outbound calls to engage clients.
Answer questions and connect prospective borrowers with licensed Loan Officers.
Maintain strong communication and rapport to build trust and ensure client satisfaction.
Learn company mortgage products and stay current on key industry trends.
Meet or exceed monthly and quarterly production goals.
Establish strong relationships with realtors, builders, developers, CPA’s, and financial planners.
Gain expertise in local and national real estate markets.
Guide customers through the full loan application process.
Negotiate loan terms, conditions, and pricing.
Identify and resolve issues during the loan process.
Learn and apply FNMA, FHLMC, FHA, and VA guidelines.
Stay informed on origination, processing, appraisal, underwriting, and closing requirements for both government-insured and privately-insured mortgages.