Mortgage Lending SDR — Path to Loan Officer

AMERICAN HERITAGE LENDING LLC; Irvine (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

AMERICAN HERITAGE LENDING LLC in Irvine, CA is seeking a Sales Development Representative (SDR) to join our mortgage sales team. This in-office role is the entry point into our mortgage sales organization, working with Loan Officers to respond to qualified leads and develop relationships with prospective borrowers.

The ideal candidate will be motivated, coachable, and comfortable with high-volume calling, learning complex mortgage products, and progressing through the sales pipeline in a

Qualifications

• High School diploma or equivalent required.
• Associate's or Bachelor's degree preferred.
• 1–3 years in sales, business development, customer service, or similar roles preferred.
• Strong communication and interpersonal skills.
• Comfortable making high volume of calls and managing time.
• Proficient with Microsoft Office Suite.
• Experience with Encompass or other CRM/LOS platforms is a plus.
• Mortgage experience helpful but not required.

Responsibilities

• Take inbound and make outbound calls to leads generated through our marketing platform.
• Engage prospects, understand goals, and identify potential financing opportunities.
• Build relationships with borrowers and referral partners through regular follow-up.
• Qualify leads and collect initial borrower and property information.
• Educate prospects on mortgage lending solutions and offerings.
• Identify opportunities for Loan Officers and assist with moving prospects through the sales process.
• Schedule appointments and connect qualified opportunities with Loan Officers.
• Maintain accurate activity, notes, and follow-up in the CRM.
• Monitor pipeline and meet activity and performance targets.
• Develop new business and referral opportunities with internal teams.
• Collaborate with Loan Officers and Sales Leadership in a team-oriented environment.

Skills

Strong communication

Interpersonal skills

Goal-oriented

Self-motivated

Organization

Time management

Learn financial products

Education

High School diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

CRM/LOS experience (Encompass or similar)

Job description

AMERICAN HERITAGE LENDING LLC in Irvine, CA is seeking a Sales Development Representative (SDR) to join our mortgage sales team. This in-office role is the entry point into our mortgage sales organization, working with Loan Officers to respond to qualified leads and develop relationships with prospective borrowers.

The ideal candidate will be motivated, coachable, and comfortable with high-volume calling, learning complex mortgage products, and progressing through the sales pipeline in a