Sales and Training Manager

CrossCountry Mortgage•Cleveland, OH

14d

About The Position

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets—from live sessions to digital learning tools—on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development.

Requirements

3+ years of experience in retail mortgages sales management or mortgage-industry training.
Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels.
Experience with building relationships, mentoring others, and leading cultural change.
Excellent presentation, facilitation and public-speaking skills.
Excellent instructional design, technical writing and analytical capabilities.
Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities.
Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms.
Skill in working in a collaborative, high-volume team setting.
Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint)

Responsibilities

Drive the origination of high-quality refinance and purchase mortgage loans.
Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement.
Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans.
Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360).
Lead by example in prospecting, pipeline management, and customer-service excellence.
Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans.
Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs.
Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed.
Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula.