Inside Sales Manager

Position Title:                                  Inside Sales Manager

Reports to:                                       Ownership 

Department:                                    Direct-to-Consumer Lending Division

Location:                                           Corporate Office | Roanoke, VA | In-Office

Position Type:                                 Full-Time | 40 hours per week

FLSA Classification / Type:           Exempt | First/Mid-Level Official/Manager

Supervises:                                       Inside Sales Team of 3-5 Members

Effective Date:                                 January 23, 2025

POSITION SUMMARY

The Inside Sales Manager is responsible for developing, growing, and leading the Direct-to-Consumer Lending Division. The Inside Sales Manager will be responsible for defining and implementing an effective Direct-to-Consumer program, managing and developing the direct-to-consumer team, and ensuring they have the knowledge and skills necessary to achieve their goals. This position requires analytical and personnel-management skills.  In addition, the Inside Sales Manager is expected to demonstrate effective customer service, leadership, as well as strong spoken and written communication abilities. 

DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

1. Collaborate with company ownership to build and establish a compliant and seamless direct to consumer process 
2. Lead planning and development of Direct-to-Consumer Loan program
3. Responsible for developing, managing, and growing direct to consumer lead sources 
4. Provide functional and strategic leadership of the Direct-to-Consumer team 
5. Lead, mentor, and provide ongoing training to a team of Direct-to-Consumer Loan Officers 
6. Provide answers and guidance for products and services for potential customers and clients
7. Stay up to date with industry trends and regulatory changes in order to adjust department strategies as needed
8. Connect with potential customers through email, inbound and outbound calls, and other channels of communication
9. Assist customers with their mortgage needs by evaluating applications, analyzing financial information, and providing loan options available 

1. Utilize metrics to drive process and performance improvement

1. Manage the active loan pipeline and provide clients with ongoing customer support

MANAGEMENT ACCOUNTABILITIES

As a member of management, this position will be accountable as follows:

1. Supports and/or adheres to the Company’s mission, core values, and guiding philosophies
2. Promotes and pursues the equal treatment of all persons in employment related decisions without regard for race, color, national origin, sex, religion, age, disability, veteran status, sexual orientation, or any other legally protected status.
3. Remains alert to new business opportunities, and relays information concerning these to appropriate Company representatives for follow-up.
4. This position participates in the Company’s strategic planning efforts and/or initiatives to improve business operations and outcomes.

SUPERVISORY RESPONSIBILITY

This position employs, delegates to, supervises, and evaluates the performance of professionals and staff within his/her area of responsibility.  

EDUCATION, EXPERIENCE, LICENSURE, AND COMPETENCIES

1. Minimum 3 years’ experience in Direct-to-Consumer mortgage sales
2. Bachelor’s degree in business, Finance, or a related field required

1. Experience in Loan Origination required
2. Knowledge of products, lead sources, and regulatory requirements
3. Strong understanding of mortgage sales, origination process, and industry standards
4. Able to identify and develop Direct-to-Consumer lead sources 
5. Able to interact with all levels of management, staff, and clients 

1. Strong analytical decision-making and problem-solving abilities
2. Excellent mortgage loan processing system computer skills
3. Encompass experience preferred
4. Demonstrates success in a fast-paced, high-stakes environment
5. Aptitude for maintaining professional relationships with coworkers
6. Highly motivated, ambitious, and driven to succeed
7. Trustworthy, honest, and display a high-level of integrity
8. Able to identify and resolve problems in a timely manner
9. Able to understand and respond appropriately to basic inquires
10. Able to read, write, and communicate using the English language sufficient to perform job functions
11. Able to use Company equipment in assigned area (including but not limited to telephone, copiers, fax machines, computers, internet, etc.)
12. Able to access, input, retrieve, and interpret information using applicable computer systems (including, but not limited to, Microsoft Word, Excel, Outlook, industry-specific computer software, etc.)
13. Able to multi-task (e.g., simultaneous usage of several applications, etc.)

1. Compliance with all Bank Secrecy Act (BSA), Anti-Money Laundering (AML) laws, and Office of Foreign Asset Controls (OFAC) requirements is required. Employee must complete annual training in these areas.

WORK ENVIRONMENT

This job operates in a clerical office setting; climate-controlled surroundings with adequate lighting and little or moderate noise when in the office.  This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.  

PHYSICAL DEMANDS

This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.  

EXPECTED HOURS OF WORK

Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m.  Evening and weekend work may be required as job duties demand. 

TRAVEL

This position requires minimal travel needed by private vehicle or airline carriers with over-night stays in modern facilities at times.  Regional traffic conditions when traveling by car to-and-from business appointments.  Mileage reimbursement will be provided at current IRS allowable rates.

EOE D/V/M/F