Internal Sales Agent

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 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 Internal Sales Agent role serves as a path to a future career as a Loan Originator or Business Development Specialist. The role focuses on developing essential skills in customer engagement, lead cultivation, and sales pipeline support while working closely with Loan Officers to drive business growth. Team members gain hands‑on experience using CCM’s CRM and dialer systems, conducting outreach across multiple communication channels, and executing consistent follow‑up strategies to strengthen client relationships and generate new opportunities. Daily coaching, training, and skill‑building exercises reinforce professional development and prepare individuals to advance toward NMLS licensure and production‑focused roles.

Job Responsibilities:

• Make outbound calls using CCM’s CRM and dialer.
• Build relationships through phone, text, email, and social media.
• Schedule appointments for Loan Officers.
• Re-engage past clients and older leads.
• Prospecting neighborhoods around recent home sales
• Update CRM with detailed notes.
• Consistently follow up with prospects.
• Work closely with Loan Officers to help grow their business.
• Engage in daily coaching, training, and skill‑building exercises.
• Strive to increase conversations, appointments scheduled and completed, applications generated and loans funded.

Qualifications and Skills:

• Graduation from an accredited high school or equivalent.
• 1+ years of customer service or sales experience, preferred.
• Experience in using CRM (Customer Relationship Management) systems, preferred.
• Customer-service mindset.
• Excellent written, oral, and interpersonal communication skills.
• Skill in completing a variety of tasks in a high-volume environment.
• Commitment to earning NMLS license in preparation for roles such as Business Development Specialist and Licensed Loan Officer.
• Self-motivated, goal oriented, and reliable.
• Proficiency in Microsoft Office, preferred.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

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