SyndicatedFractional SDRSanta Ana, California, United States

Full-time SDR, HomeXpress Mortgage Corp

FULL-TIME SDR JOB · FINANCIAL_SERVICES SECTOR · SANTA ANA, CALIFORNIA, UNITED STATES

SDR · FRACTIONALfractional.quest
HomeXpress Mortgage Corp
◵ SANTA ANA◷ FULL-TIME◶ FINANCIAL_SERVICES
Full-time SDR at HomeXpress Mortgage Corp, Santa Ana
Engagement
Full-timePermanent · as posted
Days / week
5 daysPer week
Day rate
Not statedNot benchmarked
IR35
Not statedClarify at apply

Full-time SDR at HomeXpress Mortgage Corp, based in Santa Ana. Full posting below, with the day rate stated or estimated with its basis.

01

Full-time SDR — the posting in full

~/original-posting · verbatimsource: smartrecruiters

Full-timeRate not stated Not confirmed still open

Job Description

Position Summary

This is an entry level sales role in the wholesale mortgage space. Leads will be provided.

If you're an energetic, goal oriented individual, this opportunity is for you.

Prior mortgage experience isn't required. OTE for this role is $75,000+ a year.

Essential Duties and Responsibilities

  • Call current approved broker list, and new broker prospects.
  • Use the approved sales script for the product, program, or campaign being targeted.
  • Educate loan officers on company products, programs, technology, and value proposition.
  • Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
  • Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
  • Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
  • Participate in product training, sales coaching, team meetings, and ongoing professional development.
  • Qualifications
  • Required
  • High school diploma or equivalent.
  • Strong verbal communication and interpersonal skills.
  • Comfort with high-volume outbound calling and working toward measurable goals.
  • Strong organization, follow-up, and time-management skills.
  • Ability to learn mortgage products, sales concepts, and company systems.
  • Basic computer skills and the ability to maintain accurate CRM records.
  • Positive attitude, persistence, professionalism, and willingness to accept coaching.
  • Preferred
  • Prior call center, telemarketing, customer service, or inside sales experience.

Mortgage, lending, or financial services experience. Mortgage experience is helpful but not required.

Experience working in a performance-driven sales environment.

Work Environment and Schedule

  • In-office position, five days per week.
  • Monday through Friday, 8:30 AM to 5:00 PM.
  • 30-minute lunch.
  • Regular and reliable in-office attendance is required.
  • Compensation
  • $42,000/yr annual base, paid hourly.
  • $75,000/yr OTE.
  • Comprehensive Insurance Benefits
  • Company 401(k) Match
  • Career Growth Opportunity

The Broker Direct Specialist role is designed as a developmental sales position. After one year in the role, successful team members may be considered for career advancement based on performance, demonstrated readiness, and business needs.

Additional Information

  • All your information will be kept confidential according to EEO guidelines.

not quite the right fit?

Tell us what you're actually looking for.

Browse the UK fractional and interim roles on our board — each day rate stated, estimated with its basis, or marked not stated — flagged when a role is worth a fractional pitch.

Hiring for a role like this? We undertake a shortlist of 3–5, five-stage vetting and an IR35 position on every brief.

Rate not stated · Santa Ana
Apply ↗

For executives

Your next role, read against your repo.

Sign up now →Browse the board

  1. Build your repo once; every job on the board is read against it
  2. Fractional, interim, part-time, permanent and board roles
  3. Nothing goes on your repo until you confirm it
  4. A call when it suits you — five minutes, then it is written down for your yes