Mortgage Loan Officer Trainee / Mortgage Sales

Morgan Financial, a well-established mortgage lender with 22 years of success in Melbourne, Florida, specializes in Conventional and VA mortgage loans—serving Brevard County and beyond. We're driven by strong partnerships with real estate agents, past clients, and consumer-direct channels, and we're growing fast!

We’re seeking motivated, energetic, and ambitious individuals to join our Mortgage Loan Officer Training Program. No previous experience? No problem. Whether you’re looking for a career change, newly licensed or eager to become licensed, or simply passionate about sales, this is your chance to gain hands-on experience in the mortgage industry!

Participate in our training program, work alongside experienced loan officer and learn to become a Mortgage Loan Officer.

What You’ll Learn:

• Learn the lingo and what to say
• How to assist and how to be a loan officers who originates mortgage loans.
• How to build referral relationships
• Key skills in managing pipelines, scheduling appointments, and providing excellent customer service.
• How to gather and organize loan documents, preparing you for future opportunities.

What We’re Looking For:

• Positive attitude and the ability to thrive in a fast-paced environment.
• Strong communication skills and a genuine desire to help clients achieve their homeownership goals.
• Interest in sales and the real estate market.
• A team player who is eager to grow and succeed.

Why Morgan Financial?

• Comprehensive training with mentorship from experienced professionals.
• Clear path for career advancement to become a full-fledged Mortgage Loan Officer.
• A supportive company culture that values hard work, ambition, and a customer-first approach.

Responsibilities:

• Chase down lead
• Get initial information about income, assets and credit with prospective clients
• Make outbound calls to prospective clients to generate new business for our loan officers and for yourself as you become a Loan Officer. Some warm and some cold. Learn what to say!
• Schedule appointments for loan officers to meet with prospective clients.
• Collect and review loan application documents from clients. Learn the lingo, documents and requirements.
• Aid clients in completing their loan application.
• Review loan disclosures with clients.
• Ensure all loan application documents are complete and accurate.
• Provide regular updates to clients and partners on the status of loan applications.
• Act as a partner to our clients throughout the loan process.
• Maintain a positive relationship with referral partners and clients.

Qualifications:

• Must have an active NMLS MLO license OR MUST have passed the NMLS MLO Exam
• Interest in sales and a competitive drive
• 4 years of professional work experience OR Bachelor’s Degree + 1 year of professional work experience
• Strong communication and customer service skills.
• Ability to work independently and as part of a team.
• Excellent attention to detail.
• Ability to multitask and prioritize tasks.
• Basic computer skills.
• Exhibit strong work ethic
• Organized with an attention to detail
• Demonstrate superior communication skills (both written and verbal)
• Must be comfortable with some of compensation being commission based; as a loan officer, compensation is 100% commission based.

Morgan Financial is an Equal Employment Opportunity employer and provides equal employment opportunities to all qualified individuals.