Mortgage Sales Trainee

GoodLeap; California (MO); On-site; USD 27,321 - 38,913; Full time

Job summary

GoodLeap is looking for a Sales Support Associate in California, MO. This entry-level position will aid top loan officers while providing exceptional customer service and managing mortgage applications. Required skills include sales experience or a college degree, and candidates must be detail-oriented and energetic. The role provides a compensation of $24.04/hr, with potential bonuses and a pathway to becoming a licensed loan officer through training.

Qualifications

• 1-2 years of top sales experience in a professional environment or a college degree.
• Detail-oriented and able to work in a fast-paced, high-volume environment.
• High energy and quick learner.

Responsibilities

• Provide sales support to loan officers and learn about mortgage products.
• Review mortgage applications and assist with document management.
• Take inbound live transfer calls and gather customer information.
• Attend daily training in preparation for promotion.

Skills

Sales experience

Customer service

Detail-oriented

Ability to learn quickly

High energy

Ability to work in a fast-paced environment

Education

High School Diploma or GED

College degree

Job description

GoodLeap is a technology company delivering best‑in‑class financing and software products for sustainable solutions, from solar panels and batteries to energy‑efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI‑powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award‑winning nonprofit, GivePower, which is building and deploying life‑saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

This position is the first step into becoming a licensed loan officer in a direct‑to‑consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor.

• Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting.
• Troubleshoot loan files. Become an expert in loan programs and qualifications.
• Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers.
• Attend daily training in preparation for your promotion into sales or take NMLS test.

Required Skills, Knowledge & Abilities

• 1-2 years top sales experience in a professional environment OR college degree
• Ability to learn quickly
• High energy
• Detail-oriented
• Ability to work in fast‑paced, high‑volume environment
• High School Diploma or GED required

Compensation

$24.04/hr + potential bonus opportunities

Additional Information Regarding Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law.

The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.