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Sales and Service Development Team Lead

Sales and Service Development Team Lead

Mutual of Omaha MortgageIrvine, CA, US
30+ days ago
Job type
  • Full-time
Job description

Sales And Service Development Team Lead

On-site (Irvine, CA)

Full-Time

$70k + $1500 Monthly Bonus

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

About The Role

We are seeking a Sales and Service Development Team Lead to oversee a team of high-volume outbound call professionals, known internally as Sales & Service Development Representatives (SSDRs). These representatives focus on structured outbound calling, lead qualification, prospecting, and early-stage customer engagement. As Team Lead, you will coach, develop, and manage the day-to-day operations of this team, driving performance across sales development, customer service, and quality metrics. This role is ideal for someone who thrives in fast-paced environments, enjoys motivating others, and is skilled at optimizing both people and process to deliver high-impact results.

Key Responsibilities

  • Team Leadership & Performance Management
  • Lead a team of Sales & Service Development Representatives to meet and exceed performance goals in lead generation, customer engagement, and service.
  • Monitor daily performance and call activity, providing real-time coaching, feedback, and support.
  • Foster a culture of accountability, energy, and continuous improvement.

Coaching & Development

  • Provide regular one-on-one coaching sessions, performance reviews, and skill development plans.
  • Train new team members on call scripts, objection handling, CRM systems, and outreach best practices.
  • Process Optimization

  • Ensure call scripts, rebuttals, and service workflows are followed accurately and consistently.
  • Identify areas for process improvements and collaborate with cross-functional teams to implement changes.
  • Reporting & Analytics

  • Track and analyze KPIs such as call volume, lead conversion rates, service resolution, and customer satisfaction.
  • Prepare regular reports and insights for leadership on team performance and development trends.
  • Customer Experience

  • Model and reinforce strong customer engagement practices, emphasizing trust-building, responsiveness, and clear communication.
  • Serve as an escalation point for customer concerns not resolved at the rep level.
  • What You'll Need To Succeed

  • 2+ years of experience in a team lead or supervisory role in a call center or high-volume phone sales environment
  • Prior hands-on experience in outbound / inbound sales, lead qualification, or customer service
  • Proven ability to coach and motivate individuals toward achieving and exceeding KPIs
  • Strong communication skillsboth verbal and written
  • Experience using CRM systems and call management tools
  • Organized, data-driven, and able to manage multiple priorities in a fast-paced environment
  • High emotional intelligence and a people-first leadership style
  • Preferred Qualifications

  • Experience in the financial services, mortgage, or insurance industries
  • Familiarity with scripting and quality assurance tools
  • Why Join Us

  • Fast-growing team with opportunities for advancement
  • Supportive leadership and collaborative culture
  • Competitive compensation and performance-based bonuses
  • Ongoing training and professional development
  • Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include :

  • Vacation Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
  • Paid Sick Time 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
  • Multiple PPO Medical Plans, as well as HDHP eligible plan.
  • Dental Coverage
  • Vision Coverage
  • Company Paid Life Insurance
  • 401K with a generous employer match
  • Additional Benefits including Optional Life, FSA, Pet Insurance etc.
  • Free Legal Services
  • Employee Loan Program
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