FocusOne · 1 day ago
Inside Sales Mortgage Manager
FocusOne Mortgage is seeking an experienced Inside Sales Mortgage Manager to lead and drive performance within their inside sales mortgage call center. This role is responsible for managing Loan Officers, executing daily sales operations, improving conversion rates, and achieving funded loan production goals while maintaining compliance and quality standards.
Financial Services
Responsibilities
Lead daily execution of call center mortgage sales activity
Achieve monthly and quarterly funded loan production goals
Enforce minimum production standards and KPI benchmarks
Improve lead-to-application conversion, pull-through rates, and speed-to-lead
Monitor real-time call activity, availability, and pipeline performance
Conduct daily sales huddles reviewing leads, pipeline, and results
Rapidly onboard and train new call-center Loan Officers
Provide daily coaching on scripting, objection handling, and closing techniques
Conduct call monitoring, call reviews, and one-on-one coaching sessions
Implement Performance Improvement Plans (PIPs) when necessary
Build and maintain a high-accountability, performance-driven sales culture
Enforce accurate Loan Origination System (LOS) data entry and pipeline hygiene
Partner with Processing, Underwriting, and Compliance teams to resolve issues
Monitor file quality, documentation standards, and cycle times
Escalate compliance, quality, or performance concerns as needed
Manage schedules, attendance, and performance documentation
Lead weekly sales meetings focused on KPIs and best practices
Support employee engagement, retention, and recognition efforts
Qualification
Required
Active NMLS license or ability to obtain within 30 days
Minimum 5 years of mortgage sales experience
Minimum 2 years of inside sales or mortgage call center leadership
Proven success managing KPI-driven mortgage sales teams
Preferred
Strong knowledge of mortgage products, pricing, and agency guidelines
Experience with inbound lead management and speed-to-lead best practices
Proficiency with Loan Origination Systems (Encompass preferred) and CRM tools
Understanding of mortgage compliance and required disclosures
Strong coaching, communication, and performance management skills
Ability to analyze call data, pipeline metrics, and conversion trends
Ability to thrive in a fast-paced, high-volume sales environment
Company
FocusOne
To better represent our dedication to credit unions and singular focus to help our owners and partners thrive in today’s extremely competitive finance landscape, we have rebranded as FocusOneTM.