Sales Development Rep

American Heritage Lending, LLC; Irvine (CA); Presencial; USD 48.000 - 72.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication

Relationship-building

Time-management

Prospecting

Sales aptitude

Educación

High School diploma or equivalent

Associate’s or Bachelor’s degree preferred

Herramientas

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

Microsoft Office Suite

Descripción del empleo

Launch Your Career in Mortgage Lending

Are you competitive, motivated, and driven by results? Do you enjoy building relationships, talking with customers, and being rewarded for your effort?

Job Description

American Heritage Lending, LLC, located in Irvine, CA, is experiencing tremendous growth and is looking for a motivated Sales Development Representative (SDR) to join our team. The SDR role is designed to be the entry point into our mortgage sales organization. You’ll work closely with our Loan Officers, respond to qualified leads generated through AHL’s marketing platform, develop relationships with prospective borrowers, and identify new business opportunities.

This is a great opportunity for someone looking to build a career in mortgage lending and grow into a producing Loan Officer role.

What You’ll Do

• Take inbound and make outbound calls to leads generated through AHL’s marketing platform.
• Engage prospective borrowers, understand their goals, and identify potential financing opportunities.
• Build relationships with prospective borrowers and referral partners through consistent follow-up.
• Qualify leads and gather initial borrower and property information.
• Educate prospects on AHL’s investment property lending solutions.
• Identify opportunities for Loan Officers and assist with moving qualified 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 your pipeline and consistently meet activity and performance expectations.
• Develop new business and referral opportunities.
• Work closely with Loan Officers, Sales Leadership, and internal teams.
• Work in an in-office, team-oriented environment designed to accelerate your learning and development.

What We’re Looking For

• High School diploma or equivalent required.
• Associate’s or Bachelor’s degree preferred.
• 1–3 years of sales, business development, customer service, recruiting, or other customer-facing experience preferred.
• Strong communication and interpersonal skills.
• Competitive, self-motivated, and results-oriented.
• Strong organizational and time-management skills.
• Comfortable making a high volume of calls and having frequent customer conversations.
• Ability to learn complex financial products and concepts.
• Strong follow-up and relationship-building skills.
• Comfortable working in a fast-paced, goal-oriented environment.
• Proficient with Microsoft Office Suite.
• Experience with Encompass or other CRM/LOS platforms is a plus.
• Mortgage experience is helpful but not required.

Career Growth

The SDR position is designed to provide a strong foundation in mortgage sales and investment property lending.

SDR Junior Loan Officer Producing Loan Officer Senior Loan Officer

Successful SDRs will have the opportunity to advance based on performance, product knowledge, sales ability, and readiness to take on additional responsibilities.

If you’re competitive, coachable, hungry to learn, and looking for an opportunity to build a long-term career in mortgage lending, we want to hear from you.