Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

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.