Sales Development Representative – SDR

The Mortgage Office

Sales Development Representative at The Mortgage Office identifying and nurturing new business opportunities in the fintech sector. Researching leads and supporting Account Executives in closing new business.

Posted 7/31/2026full-timeHuntington Beach • California • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound prospecting and lead qualification using methodologies like BANT, while effectively utilizing tools such as HubSpot CRM and LinkedIn Sales Navigator to drive engagement and optimize lead generation strategies.

Highest-signal resume keywords

Outbound ProspectingLead QualificationHubSpot CRMLinkedIn Sales NavigatorEmail Campaign Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cold CallingCustomer ServiceInside SalesEmail Campaign ManagementLead QualificationSales StrategyData Organization

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsRapport BuildingGoal Achievement

Tools & Technologies

HubSpot CRMLinkedIn Sales NavigatorApollo.io

Industry Keywords

SaaSFintechPrivate Lending

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & 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