Loan Officer, Inside Sales
Core
Inside sales loan officer managing consumer-direct mortgage sales via inbound/outbound calls to guide customers through purchase and refinance transactions.
Role type
Inside Sales Loan Officer
Builds
Mortgage loans for consumer clients
Domain
Consumer Finance / Mortgage Origination
Required skills
Consultative interviewing, loan product explanation, pipeline management, CRM/LOS data entry, compliance adherence, call center operations, lead conversion, documentation review
Preferred skills
Multi-state licensing, Encompass LOS, residential loan origination, self-generated lead management
Technologies
CRM, Telephony tools, Loan Origination Systems (LOS), MS Office
Responsibilities
Handle inbound/outbound calls to assess borrower needs and explain mortgage products; Manage loan pipeline from lead to closing while meeting KPIs; Coordinate with processing/underwriting teams to resolve issues; Maintain accurate records in CRM and LOS; Escalate compliance concerns and borrower complaints.
Seniority
Mid-level, hands-on IC