Mortgage SDR: Launch Your Lending Career

American Heritage Lending, LLC; Irvine (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

American Heritage Lending, LLC in Irvine, CA is seeking a motivated Sales Development Representative to join our mortgage sales team. This entry-level role works with Loan Officers to respond to qualified leads, develop borrower relationships, and identify new business opportunities.

You will qualify leads, gather initial information, and educate prospects on investment property lending solutions while maintaining CRM records and supporting the sales pipeline.

Qualifications

• 1–3 years of sales or customer-facing experience preferred.
• Strong communication and interpersonal skills are required.
• Competitive, self-motivated, and results-driven.
• Experience with high call volume and CRM usage is a plus.
• Mortgage experience is helpful but not required.

Responsibilities

• Respond to qualified leads and reach out to prospects.
• Build relationships with borrowers and referral partners.
• Qualify leads and gather initial borrower information.
• Educate on mortgage lending solutions and property types.
• Coordinate with loan officers to move prospects through the process.
• Maintain CRM activity and track pipeline.

Skills

Communication

Relationship-building

Time-management

Prospecting

Sales aptitude

Education

High School diploma or equivalent

Associate’s or Bachelor’s degree preferred

Tools

CRM/LOS platforms (e.g., Encompass)

Microsoft Office Suite

Job description

American Heritage Lending, LLC in Irvine, CA is seeking a motivated Sales Development Representative to join our mortgage sales team. This entry-level role works with Loan Officers to respond to qualified leads, develop borrower relationships, and identify new business opportunities.

You will qualify leads, gather initial information, and educate prospects on investment property lending solutions while maintaining CRM records and supporting the sales pipeline.