Manager, Mortgage Advisors

AchieveTempe, AZ
Hybrid

About The Position

The Manager, Mortgage Advisors will be responsible for the development, performance, and day-to-day supervision of the Lendage Mortgage Advisor sales agents ensuring the team is meeting sales goals, regulatory requirements, and other efficiency targets in line with company vision and values. The Manager, Mortgage Advisors collaborates with the Director of Sales to establish plans to improve sales, operational efficiencies, and productivity of the individual Mortgage Advisors while directing improvement initiatives. The Manager contributes to individual and process development for Mortgage Advisors including training, coaching, and performance feedback.

Requirements

  • Strong understanding of the mortgage sales process
  • 5+ years or more of mortgage sales experience
  • 5+ years consultative sales experience in a call center environment
  • 2+ years of actively leading a mortgage team in a call center environment
  • Active NMLS registration
  • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
  • Client-focused approach with excellent verbal and written communication skills
  • Demonstrable ability to coach sales agents to success
  • Ability to analyze and understand underwriting guidelines and lender requirements, across a variety of loan products and programs.

Responsibilities

  • Coaches, inspires and motivates holding individual Mortgage Advisors on their team accountable for individual KPI’s, goals and standards
  • Develops and maintains internal customer relationships with enabling/supporting partners.
  • Maintains accurate records of sales and activity reports for each Mortgage Advisor on their team
  • Adheres to all company policies, procedures, and business ethics codes and ensures they are communicated and implemented within the team.
  • Ensures sales team meets or exceeds all activity standards for: prospecting cadences and discovery calls, application call standards, application submissions according to underwriting guidelines while adhering to minimum standards and quality thresholds.
  • Delegates appropriately with responsibility, accountability, and follow-up.
  • Sets the professional standard for the Lendage sales team in areas of integrity, commitment, organizational and selling skills, and work habits.
  • Hold an active NMLS and state mortgage licenses as required

Benefits

  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
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