Loan Officer Trainee (Boston, MA)

Total Mortgage Services LLCTotal Mortgage Services LLCBoston, Massachusetts, United States
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Posted

8/21/2026

Employment

Full time

Range

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Work style

On-site

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AI summary

Core responsibilities

The trainee will support Mortgage Bankers with client communications, file management, and loan documentation while learning the mortgage process. They will also manage CRM systems and assist in preparing files for processing and underwriting.

Requirements overview

Candidates must be detail-oriented, proactive, and possess strong communication and customer service skills. A high school diploma is required, with college coursework preferred.

Key skills

Mortgage lendingLoan originationClient communicationFile managementCRM managementComplianceCustomer serviceLead trackingDocumentationUnderwriting supportMarketing coordination

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Education requirements

high school

About Total Mortgage Services LLC

Industry

Financial Services

Employees

479

Type

Privately Held

Size

201-500 employees

Nearly thirty years ago, we helped 100 families finance their homes - Today, Total Mortgage helps tens of thousands of families get into homes each year. We've come a long way from a tiny three-person shop to now having a team of over 400 dedicated mortgage professionals throughout the United States. While we've grown in size, there is one thing that will always remain the same - our commitment to our clients and employees. We are licensed in 44 states, including Washington D.C. and Guam. We have 37 branches throughout eastern and central United States. NMLS #2764 (https://www.nmlsconsumeraccess.org/) Equal Housing Lender

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Job categories

Finance & AccountingSalesCustomer Service & SupportAdministrative

Description

Loan Officer Training Program: Launch Your Career in Mortgage Sales!! Are you motivated, detail-oriented, and interested in building a career in mortgage lending? Our Loan Officer Training Program is designed to give you the tools, training, and mentorship you need to become a successful Licensed Loan Officer within one year. This is more than just a support role, it is a structured career path. You’ll work alongside top Mortgage Bankers, gain hands-on experience, and complete the training needed to get licensed and start originating loans yourself. Program Highlights: • Structured 12-month pathway to a Loan Officer role. • Hands-on training in mortgage sales, compliance, and client service. • Mentorship from experienced Mortgage Bankers. • Support to pass the NMLS licensing exam. What You’ll Do: • Support Mortgage Bankers with client communications, file management, and loan documentation. • Manage CRM systems by tracking leads, referral sources, and client information. • Collect and organize borrower documents to ensure clean and accurate files. • Assist in preparing files for processing and underwriting. • Help coordinate marketing campaigns and track referral activity. • Learn the mortgage process from the ground up with the goal of becoming a licensed Loan Officer. What We’re Looking For: • Strong communication and customer service skills. • Detail-oriented, organized, and proactive. • Team player who can also work independently. • Interest in sales, real estate, or financial services. • High school diploma required; college coursework preferred. Why Join Us? As a Top Workplace for many years, at Total Mortgage, we believe in investing in talent. This role is your chance to build a career, not just a job. You’ll gain real industry knowledge and have a clear path to becoming a high earning Loan Officer with us.

Requirements

  • Mortgage lending
  • Loan origination
  • Client communication
  • File management
  • CRM management
  • Compliance
  • Customer service
  • Lead tracking
  • Documentation
  • Underwriting support
  • Marketing coordination

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