Direct Mortgage Loans · 6 days ago
Inside Loan Officer Sales Position (Client Care Loan Analyst)
Indiana, United States
Full-time
Onsite
Entry, Mid Level
$60K/yr - $65K/yr
1+ years expDirect Mortgage Loans is seeking a Client Care Loan Analyst (CCLA) for an inside sales-focused mortgage role. The CCLA will engage with clients, manage loan applications, and ensure a seamless experience while collaborating with a high-performing team.
CreditFinanceFinancial ServicesMortgage
Responsibilities
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
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
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
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
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
Qualification
Required
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
Encompass software experience
Knowledge of FHA, VA, Fannie Mae, and conventional loan products
Proficiency with Microsoft Office and CRM systems
Benefits
Health, Dental Vision benefits available
Life Insurance
Long Short-term Disability
Company
Direct Mortgage Loans
Direct Mortgage Loans is a lender that provides outstanding mortgage solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Naylor
CEO | Co-Founder
Ashley Mills
President/Co-founder
Recent News
2025-08-20
Company data provided by crunchbase