Do you enjoy talking with people and helping them achieve their goals? Hall Lending Group is looking for a motivated, relationship-focused Loan Partner to join our growing team. This is an inside sales and customer service position where your primary responsibility is to convert incoming leads and referrals into completed mortgage applications.

You'll work closely with our Loan Officers, follow up with prospective borrowers and past clients, answer questions, gather documentation, and guide applicants through the early stages of the mortgage process. If you're organized, driven, coachable, and love building relationships over the phone, this is an opportunity to grow with one of Iowa's top mortgage teams.

• Serve as the first point of contact for prospective borrowers.

• Convert incoming inquiries into completed mortgage applications.

• Follow up with online leads, Realtor referrals, and company inquiries.

• Call past clients to request referrals and identify future financing opportunities.

• Answer inbound calls, texts, and emails.

• Schedule appointments for Loan Officers.

• Collect initial documentation and prepare complete files for the Loan Officer.

• Maintain accurate CRM notes and follow-up tasks.

• Deliver exceptional customer service throughout the application process.

Success Metrics (KPIs)

During a typical week, successful LP1s strive to:

• Make 40–60 outbound calls per day

• Respond to new leads within 5–15 minutes during business hours

• Generate 10–20 completed loan applications per week

• Contact 100% of new leads

• Complete weekly referral calls to past clients

• Maintain 100% CRM documentation on assigned leads

• Achieve or exceed lead-to-application conversion goals

Required:

• Minimum of 2 years of experience in customer service, sales, inside sales, or a client-facing role.

• Excellent verbal and written communication skills with a professional and friendly phone presence.

• Strong organizational skills with the ability to prioritize multiple tasks and manage time effectively.

• Comfortable making a high volume of outbound calls and following up consistently with prospective clients.

• Self-motivated, goal-oriented, and driven to achieve measurable results.

• Proficient with Microsoft Office, Google Workspace, and CRM software.

• Ability to maintain confidentiality and handle sensitive financial information professionally.

• Must be able to work in a fast-paced environment while maintaining a positive attitude.

Preferred:

• Previous experience in the mortgage, banking, real estate, lending, insurance, or financial services industry.

• NMLS license or willingness to obtain licensing (if applicable).

• Experience with mortgage CRM systems, LOS platforms, or mortgage technology.

• Experience working with Realtors or in a referral-based sales environment.

The Ideal Candidate

The ideal candidate is someone who:

• Enjoys talking with people and building relationships.

• Is confident asking for the business and guiding clients to complete an application.

• Doesn't get discouraged by follow-up and understands that persistence creates results.

• Takes ownership of every lead and treats every inquiry like a future client.

• Is coachable, eager to learn, and thrives on achieving goals.

• Provides exceptional customer service while representing Hall Lending Group with professionalism and enthusiasm.

Hall Lending Group was created with one mission in mind: to provide customers with the best home loan experience possible. For over two decades, we have been helping families meet their goals of home ownership with the best interest rates and loan programs available. We care about more than just your home loan. We take pride in making lending easy. We understand that family is important and that you want what is best for them. We make lending easy because you want to be the hero who gave your child their own backyard. We make lending easy because you want to spend more time with your family and less time on paperwork. We make lending easy because YOUR TIME MATTERS.