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!