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Mortgage Sales Manager- Call Center

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Call Center Sales Manager

Location:  Woodbridge, VA


The Call Center Sales Manager is responsible for overseeing the daily operations. This person will be responsible for ensuring the department run efficiently while achieving and maintaining all established departmental goals. Achieves client service objectives by preparing and completing action plans; implementing productivity, quality, and client-service standards; resolving problems; completing quality audits; identifying client service trends; determining system improvements; implementing change.


Essential Job Functions:


  • Provide leadership and vision to guide your team to achieve individual and team goals.
  • Meet minimum performance standards as established by Sales Leadership on Lead to Close conversion metrics and LO productivity requirements.
  • Communicate the company’s goals and initiatives to team members.
  • Provide developmental plans to team members as needed to drive improved performance.
  • Participate in and contribute to Company training initiatives as needed.
  • Report team standings (service, production, expectations) to Sales Management.
  • Responsible for agreed-upon minimum average monthly loan volume goals and minimum conversion metrics as well as minimum KPI’s for lead conversion to closed loan percentages for all lead sources.
  • Ensures team members are held accountable to Company production, activity and quality standards.
  • Responsible for production and activity reports for the team; including Corporate Account Contact, Lead Sources and internal administrative reporting.
  • Monitor team member system to ensure appropriate actions, conversions, and data integrity.
  • Monitor team members to ensure times on speed of Docs Returned, leveraging e-acknowledgement and e-signatures technology.
  • Contribute to the monthly recruiting results within the area.
  • Recruit, hire, mentor, and manage Loan Originator staff in accordance with company and industry standards. This includes training and mentoring in areas such as product knowledge and sales training.
  • Responsible for monitoring sales results and sales strategies.
  • Responsible for monthly, quarterly, and annual budgeting for targeted sales forecast.
  • Assist Loan Officers in growing their individual loan production through the development of new relationships.
  • Keep informed of trends, changes and developments in the local real estate market.
  • Keep informed of all origination, processing appraisal, underwriting and closing requirements for both company and investor guidelines pertaining to both governments insured and privately insured mortgages.
  • Negotiate price, terms and conditions with Loan Officers and mortgagors.
  • Maintain a professional image and standards consistent with company policies and procedures.



Supervisory Responsibilities:


Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.


Responsibilities include:

  • interviewing, hiring, and training employee
  • planning, assigning, and directing work
  • appraising performance
  • rewarding and disciplining employees
  • addressing complaints and resolving problems.






  • Bachelor's degree (B.A.) from four-year College or University preferred.
  • Five (5) years related experience and/or training; or equivalent combination of education and experience in mortgage origination, or a combination of ten (10) years in a sales leadership role.
  • Excellent communication and interpersonal skills
  • Ability to track KPI’s against sales objectives and keep it on track with future goals.

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