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Inside Sales Manager, Mortgage (Consumer Direct)
Chicago, IL (Hybrid) | Full-time | Mid-Senior
About the role
A national mortgage servicer and lender is hiring an Inside Sales Manager to lead its consumer direct team of Loan Officers. You will report to the EVP of Inside Sales and own the team's results: lead conversion, pipeline, forecasting, staffing, customer experience and the growth of your people. A big part of the job is recapture, helping existing customers with their next loan, with a portfolio recapture goal of 80% or more.
What you'll do
- Lead, coach and develop a team of inside sales Loan Officers, including hiring, onboarding, performance plans and career growth
- Build monthly, quarterly and annual forecasts from pipeline data and report progress to leadership
- Track KPIs for production, conversion, speed to lead, contact rates, call quality and customer satisfaction, and act on what the numbers show
- Manage daily lead distribution and follow-up so no lead ages out
- Run staffing forecasts and call routing so the team has the right coverage
- Design training on sales technique, mortgage products and compliant sales practices
- Work with Marketing, Operations, Underwriting, Closing, Compliance and Technology to improve cycle times, pull-through and the borrower experience
- Help shape sales compensation plans, contests and recognition programs
- Keep the team compliant with RESPA, HMDA and all state and federal lending rules
What you bring
- Active NMLS license (required)
- 5+ years in mortgage sales and operations
- Proven success managing inside sales teams and driving loan production
- 3+ years managing people and leading teams, highly preferred
- Strong knowledge of mortgage products, underwriting guidelines and regulations
- Comfortable in loan origination systems, CRMs, sales tech and Excel
- Strong with data: you use reports and dashboards to find problems and fix them
- Clear communicator and coach who builds trust and accountability
- Bachelor's degree in Business, Finance or a related field, or equivalent experience
- Retention or recapture experience at a servicer is a plus
Details
- Hybrid schedule in Chicago, IL
- 1 opening
- No relocation assistance
- No visa sponsorship
About the role
A national mortgage servicer and lender is hiring an Inside Sales Manager to lead its consumer direct team of Loan Officers. You will report to the EVP of Inside Sales and own the team's results: lead conversion, pipeline, forecasting, staffing, customer experience and the growth of your people. A big part of the job is recapture, helping existing customers with their next loan, with a portfolio recapture goal of 80% or more.
What you'll do
- Lead, coach and develop a team of inside sales Loan Officers, including hiring, onboarding, performance plans and career growth
- Build monthly, quarterly and annual forecasts from pipeline data and report progress to leadership
- Track KPIs for production, conversion, speed to lead, contact rates, call quality and customer satisfaction, and act on what the numbers show
- Manage daily lead distribution and follow-up so no lead ages out
- Run staffing forecasts and call routing so the team has the right coverage
- Design training on sales technique, mortgage products and compliant sales practices
- Work with Marketing, Operations, Underwriting, Closing, Compliance and Technology to improve cycle times, pull-through and the borrower experience
- Help shape sales compensation plans, contests and recognition programs
- Keep the team compliant with RESPA, HMDA and all state and federal lending rules
What you bring
- Active NMLS license (required)
- 5+ years in mortgage sales and operations
- Proven success managing inside sales teams and driving loan production
- 3+ years managing people and leading teams, highly preferred
- Strong knowledge of mortgage products, underwriting guidelines and regulations
- Comfortable in loan origination systems, CRMs, sales tech and Excel
- Strong with data: you use reports and dashboards to find problems and fix them
- Clear communicator and coach who builds trust and accountability
- Bachelor's degree in Business, Finance or a related field, or equivalent experience
- Retention or recapture experience at a servicer is a plus
Details
- Hybrid schedule in Chicago, IL
- 1 opening
- No relocation assistance
- No visa sponsorship
BSD Business Consulting
info@bsdrecruiting.com
203-457-6554
info@bsdrecruiting.com
203-457-6554