Sales Development Representative (SDR)

About TMO,

The Mortgage Office is the most trusted loan management platform in private lending. Founded in 1978, we power the full loan lifecycle for over 1,100 lenders, including private money firms, CDFIs, nonprofits, and government agencies, servicing more than $190 billion in loans.

We're recognized as G2's #1 Loan Servicing Software and Capterra's Best Ease of Use. With offices in Huntington Beach and San Mateo, we're now building the next generation of AI-native lending tools, and hiring a Sales Development Representative to help lead that work.

Opportunity

As a Sales Development Representative (SDR) at The Mortgage Office, you’ll play a key role in driving growth by identifying and nurturing new business opportunities while mastering the foundations of SaaS sales in the fintech industry. You’ll research, identify, and qualify leads, setting the stage for our Account Executives to close new business and help clients streamline their lending operations with our industry-leading loan servicing software.

We’ll equip you with the tools, technology, and mentorship you need to accelerate your career in software sales. Our ideal candidate has strong communication skills, a solid work ethic, and the persistence and resilience it takes to thrive in outbound sales and business development.

What You'll Own

• Research and identify prospects using LinkedIn Sales Navigator and Apollo.io
• Craft and manage email campaigns and sequences in HubSpot CRM that educate and engage prospects
• Conduct high-volume outbound prospecting via phone, email, and social media
• Qualify leads using BANT (Budget, Authority, Need, Timing) methodology
• Schedule meetings and demos for our Sales team
• Maintain accurate and organized records of all activity in HubSpot CRM
• Stay informed on industry trends, product updates, and competitive positioning
• Collaborate with Sales and Marketing to optimize lead generation strategies

What You Bring

Required

• 1-2 years of experience in a BDR/SDR role: cold calling, customer service, inside sales
• Excellent verbal and written communication skills with the ability to quickly build rapport
• Strong organizational skills and a focused approach to planning and goal achievement
• Quick learner with genuine interest in technology, SaaS, and fintech
• Basic understanding of the private lending industry is a plus, but not required

Benefits & Perks

• Competitive compensation (Base: $70,000) OTE: $91k+ uncapped commissions
• Comprehensive health coverage (medical, dental, vision)
• 401(k) matching
• Wellness programs
• Professional development
• Employee recognition programs
• Team building & on-site amenities

Life at TMO,

TMO pairs 45+ years of category leadership with a culture that's still hands-on and collaborative. Ideas flow freely, every team member has a voice, and we have fun while we build.

Our Values: DRIVE

• Data-Driven: numbers over opinions.
• Respect: high on empathy, low on ego.
• Initiative & Agency: don't wait to be told.
• Value to Customers: create value for them above all else.
• Evolve: progress over perfection.