Mortgage Inside Sales Manager | $101K–$120K

Purple Cow Recruiting•Chicago, IL

1d•$101,000 - $120,000•Hybrid

About The Position

Heartline Staffing is recruiting an Inside Sales Manager for a consumer-direct mortgage sales operation in Chicago, Illinois. This is a non-producing management role with five planned direct reports. The manager reports to the EVP, Inside Sales and leads execution of the consumer-direct sales strategy, overseeing Loan Officers and driving production growth, sales performance, lead conversion, pipeline management, forecasting, workforce planning, customer experience, compliance, and employee development. The role is hybrid, with in-office work Tuesday through Thursday and remote work Monday and Friday. Compensation is $101,000–$120,000. No specific employee benefits or bonus amounts were provided, and relocation assistance is not available.

Requirements

Bachelor's degree in Business, Finance, or a related field, or an equivalent combination of years of experience with a high school diploma/GED.
Five or more years of mortgage industry experience, including mortgage sales and operations.
Three or more years of management experience.
Proven experience leading high-performing Consumer Direct teams.
Experience managing and coaching inside-sales teams.
Workforce management expertise.
Understanding of telephony metrics.
Call-quality monitoring and analysis experience.
Report-driven coaching and performance management experience.
Proven ability to manage inside sales teams and drive loan production.
Strong knowledge of mortgage products, underwriting guidelines, and regulatory requirements.
Proficiency in loan origination systems, CRM platforms, and sales technology tools.
Strong project management skills.
Strong skills and experience with Microsoft Word, Excel, and PowerPoint.
Strong verbal and written communication and interpersonal skills.
Collaborative and consultative work style.
Talent selection, training, coaching, and performance management skills.
Analytical skills, sound judgment, and problem-solving ability.
Ability to prioritize under tight deadlines and manage time effectively.
Professional maturity, integrity, and confidentiality.
Business acumen, financial management, and technical aptitude.
Ethical conduct and organizational skills.

Nice To Haves

Active NMLS license.

Responsibilities

Prepare monthly, quarterly, and annual sales forecasts and report progress, variances, and issues to the EVP, Inside Sales.
Monitor team production, conversion, profitability, customer experience, and employee performance KPIs.
Coach Loan Officers and implement approved action plans to achieve origination goals.
Maintain sales reports and leadership dashboards covering production, pipeline health, lead follow-up, and operational efficiency.
Implement approved business plans, growth strategies, sales initiatives, and departmental objectives.
Monitor market conditions, competitive pricing, and borrower feedback.
Oversee lead distribution, prioritization, segmentation, aging, and follow-up under approved lead management strategies.
Monitor lead performance, borrower journey metrics, missed follow-up, and conversion opportunities.
Support marketing- and servicing-generated opportunities and the portfolio recapture target of at least 80%.
Collaborate with Marketing and Business Intelligence on lead source performance, acquisition, and recapture strategies.
Oversee daily loan sales and operations.
Develop staffing forecasts, capacity models, and workforce management strategies.
Monitor speed-to-lead, contact rates, call quality, talk time, appointment conversion, and sales effectiveness.
Evaluate call routing, queue management, and borrower engagement strategies.
Manage, coach, mentor, and develop Inside Sales Loan Officers.
Partner with Human Resources and Talent Acquisition on recruitment, interviewing, hiring, and onboarding.
Establish performance improvement, succession, and career development plans.
Design and implement new-hire and ongoing sales training programs.
Support employee engagement, accountability, and performance improvement.
Partner with Operations, Underwriting, Closing, Compliance, Marketing, Product, and Technology teams to improve loan cycle times, pull-through rates, and borrower experience.
Identify pipeline bottlenecks and implement process improvements.
Partner with executive leadership on sales compensation plans, incentives, contests, and recognition programs.
Monitor productivity and profitability metrics.
Monitor borrower satisfaction, sales call evaluations, and quality assurance programs.
Ensure compliance with mortgage lending policies and applicable regulations, including RESPA, HMDA reporting, and IRS Mortgage Interest Statements.
Maintain current knowledge of federal, state, and local regulations.
Ensure audit and control processes follow company policies and regulatory requirements.
Complete required company and departmental training.
Maintain professional conduct, ethical standards, and confidentiality.
Perform other assigned duties and responsibilities.