Inside Loan Officer Sales Position (Client Care Loan Analyst)

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.
• Filing 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.

Required Qualifications

• A high school diploma or equivalent (Associate’s degree preferred).
• An active NMLS license.
• 1–3 years of lending or related financial experience.
• Strong communication, customer service, and organizational skills.
• The 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.

Physical Requirements

• Prolonged periods of sitting/working on a computer.
• Ability to lift up to 15 lbs occasionally.
• 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!