Sales Coordinator

The Sales Coordinator provides administrative, sales, and relationship support for Account Executives and sales leadership. This role coordinates the systems used to develop and support real estate referral-partner relationships, including appointments, partner research, CRM management, activation and welcome activities, marketing requests, open-house support, events, and post-closing follow-up. The Sales Coordinator exercises sound judgment, manages multiple priorities, and ensures sales commitments and partner requests are completed accurately and on time. This role provides local support and does not provide mortgage advice or perform loan processing functions.

• Coordinate, schedule, and confirm business-development meetings, Realtor presentations, partner appointments, office visits, open houses, and events using Outlook, Teams, Zoom, and other approved platforms.
• Research real estate agents, teams, production, brokerage and office affiliations, listings, referral history, and existing relationship information; prepare concise meeting briefs for Account Executives.
• Maintain accurate CRM records, including contact information, relationship status, notes, activities, referral source, partner ownership, next steps, and follow-up tasks.
• Coordinate the onboarding and activation of new referral partners, including welcome materials, appointments, approved resources, communication-list enrollment, and follow-up activities.
• Monitor and organize designated Account Executive email and calendar workflows; identify appointments, partner requests, commitments, and time-sensitive issues, and draft routine communications using approved templates.
• Create or coordinate approved, template-based financing flyers, listing and open-house materials, presentations, and other partner resources; route custom marketing requests to the appropriate team member.
• Proactively contact partners regarding support for new listings, open houses, newsletters, text campaigns, database outreach, door-knocking campaigns, client education, and other approved business-development activities.
• Assist with Realtor presentations, educational programs, networking events, office meetings, and partner-appreciation activities, including invitations, registration, materials, setup, supplies, attendee tracking, and follow-up.
• Coordinate approved birthday, holiday, closing, and recognition outreach, including cards, communications, mailing, and completion tracking.
• Run the approved post-closing relationship checklist to confirm borrowers and transaction partners are added to applicable long-term marketing, retention, and relationship programs.
• Review new pre-approvals, purchase contracts, and funded loans to identify buyer agents and listing agents who are not established partners and provide the Account Executive with information for timely outreach.
• Track outstanding commitments and partner requests through completion; prepare routine activity reports and escalate delays, service concerns, or relationship risks as appropriate.

• High school diploma or equivalent; associate’s or bachelor's degree, preferred.
• Experience in sales support, executive support, customer service, marketing coordination, office administration, event coordination, or a related role.
• Experience with CRM systems, preferred.
• Excellent communication skills, including preparing clear, professional, and grammatically correct emails.
• Excellent organization, prioritization, time management, and follow-through skills.
• Skilled in managing multiple requests and deadlines simultaneously.
• Skilled in working independently and exercising sound judgment in a dynamic environment.
• Skilled in handling confidential information with discretion and escalating sensitive or complex matters appropriately.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, and PowerPoint.
• Local availability and flexibility to attend meetings, open houses, partner offices, and occasional early-morning, evening, or weekend events as needed.

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.

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.