Sales Specialist, Sales Support Team

POSITION TITLE: Sales Specialist

Position Summary:

The Sales Enablement Specialist plays a pivotal role in driving the success of the mortgage sales team by providing expert coaching, guidance, and strategic support to loan officers and sales staff. This position combines deep industry knowledge with a passion for coaching and developing talent, ensuring the sales team is equipped with the tools, strategies, and support needed to achieve sales goals and deliver exceptional customer experiences. The Sales Enablement Specialist will work closely with loan officers to identify opportunities for growth, improve sales performance, and foster a high-performance culture within the team.

Job Functions and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Provide one-on-one and group coaching sessions to mortgage loan officers to enhance sales skills, improve performance, and increase conversion rates.
• Analyze individual and team sales performance metrics to identify areas for improvement and implement targeted coaching strategies.
• Develop and deliver training materials on mortgage products, sales strategies, and compliance requirements to ensure loan officers are well-prepared to succeed.
• Foster a collaborative team environment by offering support, sharing best practices, and promoting continuous learning.
• Assist loan officers with overcoming sales challenges, handling objections, and refining their approach to client interactions.
• Monitor industry trends, product offerings, and competitor activities to ensure the sales team is informed and equipped to stay competitive.
• Partner with sales leadership to establish sales goals, track progress, and provide feedback on team performance.
• Support the development of sales scripts, presentations, and collateral to improve customer interactions and drive more effective sales conversations.
• Assist in onboarding new sales team members by providing training and mentorship to help them integrate quickly and effectively into the team.

Qualifications:

To perform this job successfully, an individual must have the following education and/or experience:

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Minimum of 3-5 years of experience in mortgage sales, with a proven track record of exceeding sales targets.
• Experience in sales coaching, mentoring, or team leadership, preferably within the mortgage or financial services industry.
• Strong understanding of mortgage products, loan origination processes, and industry regulations.
• Exceptional communication, coaching, and interpersonal skills, with the ability to inspire and motivate others.
• Ability to analyze performance data, identify trends, and develop action plans for improvement.
• Strong problem-solving skills and a proactive approach to overcoming challenges.
• Proficient in CRM systems, Microsoft Office Suite, and other mortgage industry-related software.

Training / Licensing Requirements:

• Must pass the Company’s Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.
• ( Ex. or Currently possesses NMLS and MLO licensing in resident state where licenses are required or ability to obtain licensing )

Work Schedule:

• General work schedule (for shift roles)