Job Description
Job Description
Sales Assistant to Loan Officer (3 openings) needed for a growing mortgage company in Lake Forest, CA.
Opportunity to learn the mortgage industry, get licensed, grow to a loan officer, and make great money!
Temporary to Hire positions starting at $20/hr DURING TRAINING (training is approximately four (4) weeks). Once training is completed, pay reduces to minimum wage with added incentive to earn competitive commission. Potential to earn $65K - 200K/year, depending on loan amounts and volume. Hours are Monday - Friday, 8:00 AM - 4:00 PM during the first 4-6 weeks of training. After this period, they will follow the same schedule as the senior loan officer they are paired with. Earliest time would be 7 AM - 3:30 PM, and the latest shift could be 9 AM - 5:30 PM. Full benefits including 401K, Health, Dental, Vision, and Life.
Job Responsibilities:
- Complete a fast-paced, 4-week training program covering mortgage products, compliance, sales techniques, and internal systems.
- Make a high volume of outbound calls, especially during the training period.
- Learn to prequalify clients and originate reverse mortgage loans.
- Educate seniors (62+) on how reverse mortgages can support their retirement goals.
- Build and maintain strong, professional client relationships with care and empathy.
- Partner with senior Loan Officers while developing your own book of business.
- Collaborate with the processing team to ensure timely and smooth loan closings.
Qualifications:
- Min 2 years Sales experience is needed
- Strong listening skills
- Motivated, compassionate, and eager to help seniors achieve financial peace of mind.
- Strong verbal communication and relationship-building skills.
- Interested in a long-term career in sales, finance, or real estate.
- Organized and capable of managing time and tasks efficiently.
- Able to obtain (or already hold) an NMLS license — support provided during the licensing process.
- Bilingual is a plus.