Inside Sales Manager, Mortgage (Consumer Direct)

Bsdbusinessconsulting; Chicago (IL); Hybrid; USD 110,000 - 145,000; Full time

Job summary

Bsdbusinessconsulting in Chicago, IL is seeking 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 and 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. A strong mortgage background and NMLS license are required.

Qualifications

• Active NMLS license (required).
• 5+ years in mortgage sales and operations.
• 3+ years managing people and leading teams.
• Strong knowledge of mortgage products, underwriting guidelines and regulations.
• Comfortable with loan origination systems, CRMs, sales tech and Excel.
• Retention/recapture experience at a servicer is a plus.

Responsibilities

• Lead, coach and develop a team of inside sales Loan Officers.
• Build forecasts from pipeline data and report progress to leadership.
• Track KPIs for production, conversion, speed to lead and satisfaction.
• Manage daily lead distribution and follow-up to prevent aging.
• Run staffing forecasts and call routing for proper coverage.
• Design training on sales technique, mortgage products and compliance.
• Collaborate with Marketing, Operations, Underwriting, Closing, Compliance and Tech.
• Contribute to sales compensation plans and recognition programs.
• Ensure compliance with RESPA, HMDA and lending rules.

Skills

Inside sales leadership

Mortgage sales

Data analysis

Education

Bachelor's degree in Business/Finance

Tools

CRMs

Loan Origination Systems

Excel

Job description

• Chicago, IL

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