Loan Officer Inside Sale positions focus on delivering results in their domain. This page aggregates open Loan Officer Inside Sale roles and what employers typically expect.
**Inside Loan Officer Sales Position (Client Care Loan Analyst)** 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. **Key Responsibilities** - **Client Engagement & Loan Applications** - 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. - **Coordination & Communication** - 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. - **Loan Structuring & Locking** - 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. - **File Preparation & Submission** - 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. - **Business & Professional Growth** - 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. **Required Qualifications:** - High school diploma or equivalent (Associate’s degree preferred). - Active **NMLS license**. - 2+ years of lending or related financial experience. - Strong communication, customer service, and organizational skills. - Ability to work nights/weekends as part of rotation. **Preferred Qualifications:** - Encompass software experience. - Knowledge of FHA, VA, Fannie Mae, and conventional loan products. - Proficiency with Microsoft Office and CRM systems. **What We’re Looking For** - Motivated, goal-oriented professionals with a positive attitude. - Team players who value respect, kindness, and collaboration. - Problem-solvers who thrive in a fast-paced, client-centered environment. - Individuals who balance sales focus with genuine care for clients. - Willingness to attend off-site client meetings as needed. **Compensation & Benefits:** - $60,000 - $65,000 plus commission - Health, Dental & Vision benefits available, along with supplementary benefits such as Life Insurance, Long & Short-term Disability and more! Join us and grow your career in an environment that values teamwork, client success, and professional development. **Apply today to become a Client Care Loan Analyst at DML!**