What are the responsibilities and job description for the Inside Sales Representative & Loan Officers position at The Potempa Team | CrossCountry Mortgage?
Company Description The Potempa Team | CrossCountry Mortgage is a high-performing mortgage group that treats customer service as a core value and daily practice. The team is known for turning around files and closing loans in record timeframes, creating a fast-paced and efficient work environment. Recognized as the #2 purchasing team in the country in 2021, The Potempa Team continues to grow and aims to exceed past performance. Team members are supported by proven processes, strong leadership, and a culture focused on both client satisfaction and professional success.
Role Description This full-time, on-site Inside Sales Representative & Loan Officer role is based in Phoenix, AZ. The role involves responding to inbound inquiries, nurturing leads, and conducting outbound follow-up to prospective borrowers. Team members will guide clients through the loan process, collect and review documentation, and coordinate with processing and underwriting to move files to closing efficiently. The position also includes managing a pipeline of accounts, maintaining detailed records in CRM systems, and delivering consistent communication to ensure high customer satisfaction. Collaboration with teammates, adherence to compliance standards, and meeting sales and service goals are core day-to-day responsibilities.
Qualifications
- Candidates should possess strong Inside Sales and Lead Generation skills to manage inbound and outbound borrower inquiries effectively.
- Candidates should possess excellent Customer Service and Customer Satisfaction skills to build trust, maintain relationships, and deliver a positive borrower experience.
- Candidates should possess solid Account Management skills to organize pipelines, track loan progress, and ensure timely follow-up.
- Mortgage or financial services experience, including familiarity with loan products and basic lending guidelines, is highly beneficial.
- Strong communication skills, both written and verbal, with the ability to explain complex financial information in clear, accessible terms.
- Proficiency with CRM software and digital tools, along with strong organizational and time management abilities.
- Proven track record of meeting or exceeding sales or performance targets in a professional setting.
- Relevant licensing as a Loan Officer (or willingness and eligibility to obtain required licenses) and a commitment to ethical, compliant practices.