Inside Mortgage Sales Agent — Path to Loan Officer

CrossCountry Mortgage, LLC; Rockaway (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401K plan

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking an Internal Sales Agent in New Jersey to support loan officers and grow the sales pipeline. You will make outbound calls, engage clients across channels, and schedule appointments while collaborating with Loan Officers to drive pipeline activity.

The role emphasizes daily coaching, ongoing skill-building, and progression toward NMLS licensure. A strong customer-service mindset and CRM proficiency are essential for success.

Qualifications

• Graduation from an accredited high school or equivalent.
• 1+ years of customer service or sales experience, preferred.
• Experience in using CRM (Customer Relationship Management) systems, preferred.
• Customer-service mindset.
• Excellent written, oral, and interpersonal communication skills.
• Skill in completing a variety of tasks in a high-volume environment.
• Commitment to earning NMLS license in preparation for roles such as Business Development Specialist and Licensed Loan Officer.
• Self-motivated, goal oriented, and reliable.
• Proficiency in Microsoft Office, preferred.

Responsibilities

• Make outbound calls using CCM’s CRM and dialer.
• Build relationships through phone, text, email, and social media.
• Schedule appointments for Loan Officers.
• Re-engage past clients and older leads.
• Prospecting neighborhoods around recent home sales
• Update CRM with detailed notes.
• Consistently follow up with prospects.
• Work closely with Loan Officers to help grow their business.
• Engage in daily coaching, training, and skill‑building exercises.
• Strive to increase conversations, appointments scheduled and completed, applications generated and loans funded.

Skills

Customer service

Sales experience

Communication

Multitasking

Microsoft Office

Education

High school diploma

Tools

CRM

Dialer systems

Job description

CrossCountry Mortgage, LLC is seeking an Internal Sales Agent in New Jersey to support loan officers and grow the sales pipeline. You will make outbound calls, engage clients across channels, and schedule appointments while collaborating with Loan Officers to drive pipeline activity.

The role emphasizes daily coaching, ongoing skill-building, and progression toward NMLS licensure. A strong customer-service mindset and CRM proficiency are essential for success.