Overview
On Site
Full Time
Skills
Conflict Resolution
Problem Solving
Loan Servicing
Operational Efficiency
Regulatory Compliance
Innovation
Product Demonstration
Finance
Workflow
Collaboration
Customer Engagement
Analytics
Communication
Clarity
Microsoft Excel
Reasoning
Financial Services
Accounting
Sales
Customer Facing
Analytical Skill
NATURAL
Presentations
Mortgage
Training And Development
Job Details
Job Overview
We are seeking a Sales Engineer who can confidently communicate complex ideas, build rapport with prospects, and learn our products quickly. This position blends communication, analytical ability, and customer-facing interactions, making it an excellent fit for individuals who thrive at the intersection of problem-solving and presentation.
New hires participate in a structured 6-month training and development program designed to build deep product understanding and prepare you for success in the role.
Email Resume
The Mortgage Office is the leading loan servicing and private lending software platform, serving more than 1,100 organizations nationwide. Our mission is to equip lenders with powerful, intuitive tools that increase operational efficiency, strengthen compliance, and support long-term growth.
Headquartered in Huntington Beach, CA, we foster a collaborative, team-oriented environment where learning, innovation, and customer value remain central to our culture.
Key Responsibilities
Qualifications
What Helps Someone Thrive In This Role
Balanced exposure to sales, customer-facing discussions, and analytical tasks.
Natural curiosity and the ability to break down complex information quickly.
A polished presence during meetings, presentations, and discovery conversations.
Comfort adapting to varied audiences and client needs.
Benefits & Perks
Competitive Salary and Benefits Package
Collaborative, team-oriented company culture at our ocean-view headquarters in Huntington Beach
401K with company funded match
Generous Paid Time Off plan
Fully stocked kitchen, game room, and regular team events
Awesome company Christmas party
Why Join The Mortgage Office?
Competitive Compensation
Attractive salary with performance bonuses.
Comprehensive Benefits
Health coverage, retirement savings plan, and more.
Innovative Environment
Work with cutting-edge technologies in a collaborative setting.
Professional Growth
Access to training and development programs to advance your career.
Impactful Work
Contribute to solutions that are transforming the private lending industry.
We are seeking a Sales Engineer who can confidently communicate complex ideas, build rapport with prospects, and learn our products quickly. This position blends communication, analytical ability, and customer-facing interactions, making it an excellent fit for individuals who thrive at the intersection of problem-solving and presentation.
New hires participate in a structured 6-month training and development program designed to build deep product understanding and prepare you for success in the role.
Email Resume
The Mortgage Office is the leading loan servicing and private lending software platform, serving more than 1,100 organizations nationwide. Our mission is to equip lenders with powerful, intuitive tools that increase operational efficiency, strengthen compliance, and support long-term growth.
Headquartered in Huntington Beach, CA, we foster a collaborative, team-oriented environment where learning, innovation, and customer value remain central to our culture.
Key Responsibilities
- Support the sales team by participating in product demonstrations and client discussions.
- Communicate software capabilities in a clear, approachable manner to both technical and non-technical audiences.
- Assist prospects in understanding how the platform addresses their operational, financial, or workflow needs.
- Collaborate with internal teams to ensure accurate understanding of client requirements.
- Represent the company with professionalism during calls, meetings, and evaluations.
Qualifications
- 3+ years of experience in roles involving client interaction, demos, customer success, sales, analytics, or similar transferable experience.
- Strong communication abilities, with the confidence and clarity needed to explain complex topics simply and effectively.
- Intermediate to advanced Excel proficiency and strong comfort with numbers, formulas, and logical reasoning.
- Ability to learn new software applications and industry concepts quickly.
- Experience in lending, financial services, or accounting is helpful but not required.
What Helps Someone Thrive In This Role
Balanced exposure to sales, customer-facing discussions, and analytical tasks.
Natural curiosity and the ability to break down complex information quickly.
A polished presence during meetings, presentations, and discovery conversations.
Comfort adapting to varied audiences and client needs.
Benefits & Perks
Competitive Salary and Benefits Package
Collaborative, team-oriented company culture at our ocean-view headquarters in Huntington Beach
401K with company funded match
Generous Paid Time Off plan
Fully stocked kitchen, game room, and regular team events
Awesome company Christmas party
Why Join The Mortgage Office?
Competitive Compensation
Attractive salary with performance bonuses.
Comprehensive Benefits
Health coverage, retirement savings plan, and more.
Innovative Environment
Work with cutting-edge technologies in a collaborative setting.
Professional Growth
Access to training and development programs to advance your career.
Impactful Work
Contribute to solutions that are transforming the private lending industry.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.