Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Want to become a top-producing Mortgage Loan Officer but don’t know how to break into the industry? Start here.
At Morgan Financial, we’ve built a proven path for driven, people-oriented professionals to grow into high-performing mortgage Loan Officers — even if you don’t have experience. This is not a call center role, but it is a high-activity, outbound communication role. This is a sales-focused, client-facing opportunity for those who are hungry, coachable, and eager to learn how to generate business and close deals.
As a Client Success & Retention Specialist, you’ll support our top producers and master the foundational skills of mortgage sales. You’ll follow up with leads, set appointments, ask for referrals, revive cold prospects, and gain direct experience working in a CRM, managing pipelines, and communicating with customers.
This role involves a high volume of outbound communication — mostly phone calls — so you must be comfortable talking to people all day, asking the right questions, and building trust quickly. You’ll also text and email leads regularly and rely on CRM tools to keep everything moving forward.
This role is ideal for someone who wants to grow into a commission-based Loan Officer within 12–18 months — and who’s ready to hustle, learn, and earn their seat at the table.
Lead Intake & Appointment Setting
Respond to inbound digital leads from web forms, ads, and landing pages
Guide prospects through the loan application and prequalification process
Set up appointments for Loan Officers based on fit, timeline, and readiness
Ensure all lead data is correctly entered and updated in our CRM
Cold & Stale Lead Reactivation
Follow up with leads that have gone cold or unresponsive after initial contact
Use personalized call, text, and email sequences to re-engage interest
Route warmed-up leads back to the appropriate Loan Officer
Past Client Outreach & Referral Generation
Contact past clients for annual mortgage check-ins and review requests
Actively ask for referrals during meaningful client interactions
Identify refinance, move-up, or second-home opportunities
Keep clients engaged with timely follow-up and value-driven communication
CRM & Pipeline Management
Maintain accurate lead status, tags, notes, and workflow assignments in our CRM.
Ensure leads are properly nurtured through automated sequences and live follow-up
Audit and clean pipelines to avoid lead loss or follow-up gaps
Reporting & Performance Tracking
Track daily/weekly outreach, appointments booked, and re-engagement wins
Provide weekly updates to leadership on lead pipeline health and trends
Suggest workflow or follow-up improvements to boost conversion
Career Growth Path: From Specialist to Loan Officer This role is built for advancement. You’ll be mentored, trained, and supported on the path to becoming a Loan Officer. You’ll gain:
Mentorship from top producers
Training on disclosures, structuring, and compliance
A seat on the sales team when you’re ready — with leads and a warm database already in motion
Required Skills & Qualifications
Excellent phone presence — confident, warm, and articulate
Comfortable with high call volumes and outbound outreach
Strong organizational and follow-up skills
Tech-savvy — especially with CRMs, email/text automation, and task tracking
Experience in mortgage, real estate, customer service, or inside sales is a plus (not required)
You’ll Thrive In This Role If You:
Want a proven path into mortgage sales
Love connecting with people and solving problems
Can stay positive and motivated in a fast-paced environment
Don’t mind repetition — and understand that consistency creates opportunity
Want to be mentored into a commission-based sales role by high-performers
Perks & Benefits
Competitive base pay with performance-based bonuses
Fast-track career growth toward Loan Officer licensing
Hands-on mentorship from experienced, successful professionals
Access to modern CRM and marketing tools
Energetic, supportive office culture with a strong team-first mindset
Health, Dental and Vision insurance available
401(k) with company match
How to Stand Out Send a quick note on why you’re a fit to careers@morganfinancial.net. Want to stand out more? Include a 30-second video introducing yourself.
Morgan Financial is an Equal Employment Opportunity employer.
Morgan Financial affords equal employment opportunity to all qualified individuals.