Internal Sales Agent

Lc11164entry
SalesAccount Executive
1 views0 saves0 applied

Quick Summary

Key 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.

Requirements Summary

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.

Technical Tools
SalesAccount Executive

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.

What We Offer

~1 min read

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.

Responsibilities

~1 min read
  • →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.

Requirements

~1 min read
  • 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.

#LI-CCMREC 
 

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
 

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

Location & Eligibility

Where is the job
Lc11164
On-site at the office
Who can apply
Same as job location

About this job

Posted
17 days ago
Employer
has 156 open jobs on Jobera.

Listing Details

First seen
September 28, 2026
Last seen
October 15, 2026

Posting Health

Days active
16
Repost count
0
Trust Level
24%
Scored at
October 15, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust

4 other jobs at

View all →

Explore open roles at .

Newsletter

Stay ahead of the market

Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.

A
B
C
D
Join 12,000+ marketers

No spam. Unsubscribe at any time.

Internal Sales Agent