Mortgage Loan Originator

Position Title: In-House Call Coach/Trainer
Department: Lending/Loan Services
Reports To: Division Leader

Employment Type: Full-Time

As the Call Coach/Trainer, you will play a critical role in elevating the performance of our loan officers by providing targeted feedback, training, and support on client-facing calls. You’ll analyze conversations, identify coaching opportunities, and help team members refine their tone, messaging, and delivery to drive trust, conversion, and client satisfaction.

Here’s What We’re Looking For:

  • Industry Fluency

  • Communication Mastery

  • Pattern Recognition

  • Constructive Coaching Style

  • Performance-Driven Mindset

Here’s What We Offer:

  • Competitive Base Salary

  • A culture of growth, support, and belonging

  • A chance to make a real impact on team performance and client experience

  • PTO, Health, Vision and Dental benefits.

  • Work hours: M-T 9am-6pm, F 9am-4pm

Here’s What You Will Do:

  • Supervise and coach loan officers and processors handling high-volume lead activity; provide regular feedback through side-by-side call monitoring, scripting review, and daily huddles to drive performance and accountability.

  • Develop call scripts, objection-handling guides, and tone/style best practices.

  • Stay current on mortgage industry trends, compliance standards, and communication techniques.

  • Assist in onboarding new loan officers and processors to ensure a smooth transition into their roles.

Qualifications 

  • 3+ years in mortgage lending, sales coaching, or call center quality assurance.

  • Strong understanding of mortgage terminology, client lifecycle, and regulatory requirements.

  • Exceptional communication and training skills – both verbal and written.

  • Empathetic, constructive coaching style with a knack for motivating others.

  • Comfortable in a fast-moving environment.

  • Ability to multitask and adapt.

About Estate Financial LLC

At Estate Financial LLC, we are a family-owned business with a mission to provide transparent, efficient, and client-focused mortgage solutions. We are committed to helping our clients achieve their homeownership goals through ethical lending practices and personal services.