• Handle inbound and outbound leads from existing clients to help them secure a purchase mortgage • Qualify borrowers for purchase loans using automated underwriting systems (DU/LP) • Provide mortgage options in a single call, assisting clients in choosing the best loan for their needs • Engage and collaborate with real estate agents (both network and non-network), including conducting welcome calls and proactive outreach to build and maintain strong referral relationships. • Gather necessary documentation and submit completed mortgage applications for processing • Set clear expectations with clients from the start of the transaction and provide ongoing communication throughout • Ensure compliance with all regulatory mortgage guidelines and company policies • Collaborate with internal operations to maintain clean files and ensure smooth loan closings • Enter and manage transactions in PHH Mortgage's lead management system • Provide exceptional customer service to all borrowers, ensuring a positive experience throughout the loan process • Balance your day between managing inbound leads and following up with clients in your sales pipeline to meet performance standards • Attend training, sales meetings, and other company events as required • Stay current with mortgage industry trends and complete required internal training

• Inbound and Outbound leads provided by the company from our existing portfolio of clients • Process completed mortgage application for qualified clients • Communicate and set proper expectations with the client from the start of the transaction • Qualify clients for new mortgage loans using automated underwriting systems (DU/LP) • Deliver mortgage options to customer in one call to move forward with PHH Mortgage as their preferred lender • Collect pertinent information/documents from client to begin processing • Sends all required paperwork to client and provides excellent customer service • Adhere to all regulatory mortgage compliance guidelines • Partner with internal operations to consistently produce clean files and successfully complete transactions • Input transactions into PHH Mortgage’s lead management system • Communicate effectively with all parties to the transaction. • Offer excellent customer service to all borrowers • Structure business day to ensure balance of taking inbound leads and making follow-up contact with current sales pipeline in order to consistently meet minimum performance standards • Attend all trainings, sales meetings, orientations as directed • Increase knowledge of mortgage industry by completing all internal trainings timely • Ability to use multiple software applications at one time • Type more than 40 words per minute

• Conducting consultative sales calls developing quotes • Building relationships with potential clients through inbound lead sources (no cold calling) • Proactively closing leads • Consistently meeting and exceeding sales targets • Contributing to the development and growth of our elite sales team

• Own the CRM roadmap, including implementation, optimization, and ongoing enhancement to support field sales and inside sales teams. • Establish CRM best practices aligned to sales workflows, account management, client pipeline management, forecasting and measurable sales team productivity analytics. • Partner with Sales Leadership and Analytics to develop dashboards, reporting, and insights that support performance management, territory planning, and decision-making. • Translate CRM data into actionable insights that improve productivity, visibility, and commercial outcomes. • Lead and develop the Inside Sales function, including structure, role clarity, performance expectations, and career development. • Design and execute Inside Sales strategies that support field sales, pharma strategies, referral development, account penetration, and growth initiatives. • Partner with Marketing and Sales Leadership to plan, launch, and measure targeted outbound campaigns. • Establish KPIs, reporting, and performance management frameworks to track effectiveness and ROI. • Ensure alignment between Inside Sales activities and broader commercial objectives. • Design and implement scalable sales enablement processes that support both new hire onboarding and continuous learning for tenured sales representatives. • Partner with Compliance and Clinical teams to ensure processes and tolls support regulatory and patient care requirements. • Collaborate with sales leadership to identify performance gaps and deploy targeted enablement solutions. • Support product launches, service enhancements, and commercial initiatives through enablement planning content and execution. • Drive field technology adoption, utilization, and data quality through enablement, governance, and continuous improvement. • Client EMR connectivity, physician reporting (post-infusion report) • Evaluate, implement, and optimize enablement technologies (CRM, sales tools, analytics platforms, content systems) to drive adoption and business value. • Build standardized workflows, playbooks, and operating models that support selling, onboarding, account management, and cross-functional collaboration. • Promote a culture of continuous improvement by identifying opportunities to streamline workflows, reduce friction, and increase seller effectiveness. • Provide regular reporting and insights to senior leadership on enablement effectiveness and commercial impact. • Lead cross-functional initiatives that align people, process, and technology to strategic growth priorities. • Perform other duties as assigned.