Sales and Training Manager

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 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. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets—from live sessions to digital learning tools—on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development. Job Responsibilities: Drive the origination of high-quality refinance and purchase mortgage loans. Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement. Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans. Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360). Lead by example in prospecting, pipeline management, and customer-service excellence. Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans. Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs. Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed. Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula. Qualifications and Skills: 3+ years of experience in retail mortgages sales management or mortgage-industry training. Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels. Experience with building relationships, mentoring others, and leading cultural change. Excellent presentation, facilitation and public-speaking skills. Excellent instructional design, technical writing and analytical capabilities. Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities. Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms. Skill in working in a collaborative, high-volume team setting. Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint) 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 California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org. Our growth is creating great opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it! So once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process, and new postings that might interest you! Thanks for your interest in working on our team! Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.

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