Inside Loan Officer Sales Position (Client Care Loan Analyst)

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!