Hybrid Mortgage Inside Sales Leader | Grow Production & Team

Purple Cow Recruiting; Chicago (IL); Hybrid; USD 101,000 - 120,000; Full time

Job summary

Heartline Staffing is recruiting an Inside Sales Manager for a consumer-direct mortgage sales operation. Reporting to the EVP, Inside Sales, the manager leads the execution of the sales strategy, oversees Loan Officers, and is responsible for production growth, lead conversion, pipeline management, forecasting, workforce planning, customer experience, compliance, and employee development.

Role structure includes five planned direct reports.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• 5+ years mortgage industry sales/ops experience.
• 3+ years management experience.
• Proven experience leading consumer direct teams.
• Experience coaching inside-sales teams.
• Workforce management expertise.
• Understanding of telephony metrics.
• Call-quality monitoring and analysis.
• Report-driven coaching and performance management.
• Proven ability to drive loan production.
• Knowledge of mortgage products, underwriting guidelines, and regulatory requirements.
• Proficiency in LOS, CRM, and sales technology tools.
• Strong project management and MS Word/Excel/PowerPoint.

Responsibilities

• Prepare monthly, quarterly, and annual sales forecasts and report progress to the EVP, Inside Sales.
• Monitor team production, conversion, profitability, customer experience, and KPIs.
• Coach Loan Officers and implement action plans to achieve origination goals.
• Maintain sales reports and leadership dashboards on production, pipeline, and efficiency.
• Collaborate with Marketing on lead source performance and recapture strategies.

Skills

Communication

Leadership

Forecasting

Coaching

Project management

Education

Bachelor's degree

Tools

Loan origination systems

CRM platforms

Job description

Heartline Staffing is recruiting an Inside Sales Manager for a consumer-direct mortgage sales operation. Reporting to the EVP, Inside Sales, the manager leads the execution of the sales strategy, oversees Loan Officers, and is responsible for production growth, lead conversion, pipeline management, forecasting, workforce planning, customer experience, compliance, and employee development.

Role structure includes five planned direct reports.