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Mortgage Sales Training Program (CSR)

Job

AdvantageFirst Lending

Lake Forest, CA (In Person)

$52,000 Salary, Full-Time

Posted 2 weeks ago (Updated 4 days ago) • Actively hiring

Expires 6/15/2026

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Job Description

About us: AdvantageFirst Lending Inc. has been in business since 2014. Simply put - AdvantageFirst is thriving in a time where most mortgage lenders are struggling to get by. How? We think differently, we do things differently and most importantly, we put HUGE emphasis on hiring the right people. What sets us apart is our team. As a family run business, making sure we maintain an amazing culture is at the heart of everything we do. What we're looking for: This role is hired as a Customer Service Representative (CSR). High performers are trained and promoted into Loan Officer roles. We are seeking a motivated and ambitious employee to join our vibrant, record-breaking team. This is an excellent opportunity for individuals with limited experience who aspire to work in the financial services. In this role, you will receive comprehensive training and mentorship to develop the necessary skills and knowledge to excel in the lending industry. We will walk you through the steps of passing your licensing, and you will have the opportunity to get your foot in the door to the finance industry!
Responsibilities:
Manage inbound and outbound calls (no cold calls). Gather and verify information from clients while developing strong relationships and providing amazing customer service. Maintain compliance with relevant regulations and company policies. Participate in regular training sessions and educational programs to expand knowledge of customer service, sales and loan origination procedures.
Qualifications:
Effective verbal and written communication skills (required) Proficiency in using MS Office Suite (required) Strong desire to learn and grow within the lending industry (required) 2-years sales experience (preferred)
Job Type:
Full-time Pay:
$25.00 per hour
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Referral program Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales:
2 years (Preferred) Ability to
Commute:
Lake Forest, CA 92630 (Required)
Work Location:
In person Mortgage Sales Training Program (CSR) 4.8 4.8 out of 5 stars Lake Forest, CA 92630 $25 an hour - Full-time AdvantageFirst Lending 12 reviews $25 an hour - Full-time About us: AdvantageFirst Lending Inc. has been in business since 2014. Simply put - AdvantageFirst is thriving in a time where most mortgage lenders are struggling to get by. How? We think differently, we do things differently and most importantly, we put HUGE emphasis on hiring the right people. What sets us apart is our team. As a family run business, making sure we maintain an amazing culture is at the heart of everything we do. What we're looking for: This role is hired as a Customer Service Representative (CSR). High performers are trained and promoted into Loan Officer roles. We are seeking a motivated and ambitious employee to join our vibrant, record-breaking team. This is an excellent opportunity for individuals with limited experience who aspire to work in the financial services. In this role, you will receive comprehensive training and mentorship to develop the necessary skills and knowledge to excel in the lending industry. We will walk you through the steps of passing your licensing, and you will have the opportunity to get your foot in the door to the finance industry!
Responsibilities:
Manage inbound and outbound calls (no cold calls). Gather and verify information from clients while developing strong relationships and providing amazing customer service. Maintain compliance with relevant regulations and company policies. Participate in regular training sessions and educational programs to expand knowledge of customer service, sales and loan origination procedures.
Qualifications:
Effective verbal and written communication skills (required) Proficiency in using MS Office Suite (required) Strong desire to learn and grow within the lending industry (required) 2-years sales experience (preferred)
Job Type:
Full-time Pay:
$25.00 per hour
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Referral program Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales:
2 years (Preferred) Ability to
Commute:
Lake Forest, CA 92630 (Required)
Work Location:
In person

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