What are the responsibilities and job description for the Inside Loan Officer Sales Position (Client Care Loan Analyst) position at Direct Mortgage Loans?
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.
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.
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.
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!
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!