Internal Sales Agent

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.

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.
• Prospect 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.