Client Care Loan Analyst; CCLA

Inside Loan Officer Sales Position (Client Care Loan Analyst)

• Client Engagement & Loan Applications
  • 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.
• Coordination & Communication
  • 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.
• Loan Structuring & Locking
  • 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.
• File Preparation & Submission
  • 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.
• Business & Professional Growth
  • 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.

• 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.

• Encompass software experience.
• Knowledge of FHA, VA, Fannie Mae, and conventional loan products.
• Proficiency with Microsoft Office and CRM systems.

• Motivated, goal-oriented professionals with a positive attitude.
• Team players who value respect, kindness, and collaboration.
• Problem-solvers who thrive in a fast-paced, client-centered environment.
• Individuals who balance sales focus with genuine care for clients.

• Prolonged periods of sitting/working on a computer.
• Ability to lift up to 15 lbs occasionally.
• Willingness to attend off-site client meetings as needed.

• $60,000 - $65,000 plus commission
• Health, Dental & Vision benefits available, along with supplementary benefits such as Life Insurance, Long & Short-term Disability and more!

Join us and grow your career in an environment that values teamwork, client success, and professional development.
Apply today to become a Client Care Loan Analyst at DML!