Inside Sales Representative

We are seeking a motivated Inside Sales Representative to join our growing real estate finance team. We work with borrowers and property owners throughout California who need financing solutions ranging from traditional mortgage products to private and hard money loans.

This is a phone-driven sales position for someone who is comfortable speaking with property owners, identifying financing needs, gathering basic information, and moving qualified opportunities through our loan pipeline.

What You'll Do

• Make outbound calls to prospective borrowers and property owners
• Respond to inbound financing inquiries and leads
• Identify borrowers who may qualify for traditional financing
• Identify situations requiring private or hard money financing
• Discuss cash-out refinances, rate-and-term refinances, bridge loans, investment-property financing, and other available solutions
• Gather preliminary information including property details, mortgage balances, credit profile, income, and requested loan amount
• Request necessary documents such as mortgage statements, credit reports, identification, and property information
• Follow up consistently with leads throughout the sales process
• Maintain accurate notes and lead status in our CRM
• Transfer qualified borrowers to a loan officer/closer when appropriate
• Work closely with processors, lenders, and management to move transactions toward closing

What We're Looking For

Previous experience in mortgage lending, hard money, private lending, real estate, debt, credit, or telephone sales is preferred, but we will consider strong salespeople from other industries.

The ideal candidate is:

• Confident and professional on the phone
• Comfortable making a high volume of outbound calls
• Persistent with follow-up without being overly aggressive
• Able to quickly understand a borrower's financial situation
• Organized and comfortable working inside a CRM
• Motivated by commissions and performance
• Able to build trust with homeowners and real estate investors
• Comfortable working with both straightforward and challenging loan scenarios

Financing We Work With

Our team works with a variety of scenarios, including:

Traditional Financing: Conventional refinances, cash-out refinances, investment-property loans, and other traditional mortgage solutions.

Private / Hard Money: Bridge financing, equity-based lending, borrowers with credit challenges, time-sensitive transactions, foreclosure/default situations where appropriate, and properties or borrowers that may not initially qualify for conventional financing.

Our goal is to determine the most appropriate available financing route for each borrower and help move qualified transactions toward funding.

Compensation & Opportunity

This position offers base compensation plus commission and performance incentives, creating significant upside for representatives who consistently generate qualified opportunities and closed transactions.

We are looking for someone who wants to develop long-term experience in mortgage lending, private money, real estate finance, and sales while working with an active pipeline of financing opportunities.

Apply

Please submit your resume along with a brief description of your experience in phone sales, mortgages, lending, real estate, or financial services.

Candidates with previous experience generating or qualifying mortgage and hard-money leads are strongly encouraged to apply.

Pay: From $18.00 per hour

Expected hours: 40.0 per week

Work Location: In person