Sales Performance & Enablement Manager - Wholesale and Correspondent Mortgage Lending

Axos Bank-posted 6 days ago

$130,000 - $155,000/Yr

Full-time • Mid Level

San Diego, CA

1,001-5,000 employees

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The WCPL Sales Performance Leader is a high-impact sales leadership role focused on driving sales excellence and accelerating revenue growth. This position is responsible for driving optimal sales performance, maximizing Account Executive productivity, increasing efficiency, increasing conversion and leveraging data and technology to unlock new business opportunities. The ideal candidate is a results-driven leader with a passion for coaching, innovation, and delivering measurable sales outcomes.

Sales Growth & Performance Optimization Lead initiatives that directly increase funded loan volume and account expansion across the WCPL channel
Analyze sales performance, market trends, and pipeline data to identify high-value opportunities and remove friction from the sales cycle
Drive targeted initiatives to boost conversion rates and maximize account lifetime value, directly contributing to revenue growth and client retention
Own and evolve the WCPL Sales Playbook, including scripts, objection handling, and best practices that drive conversion
Collaborate with the National Sales Directo r to deliver impactful Monthly Business Reviews that spotlight wins, gaps, and growth strategies
Partner cross-functionally with Credit, Operations, and Product to ensure a frictionless client journey from lead to funding
Accelerate adoption of Salesforce tools, pricing engines, and top-of-funnel engagement strategies to streamline workflows, increase seller productivity, and drive pipeline growth
Use AI to sharpen contact strategies, boost approval rates, and increase originator capture and account growth
Develop AI-powered insights from Salesforce, internal and external systems, and NMLS to identify funding trends and unlock new revenue streams
Work with cross functional teams to improve data accuracy and prospecting precision through integrated loan, marketing, and sales engagement analytics
Sales Team Development & Coaching Build and execute high-impact training programs for Account Executives (AEs) and Business Development Associates (BDAs) focused on prospecting, closing, and relationship management
Conduct regular performance coaching sessions with clear KPIs, action plans, and accountability
Maintain Daily Management Boards to track progress and reinforce a culture of performance and ownership
Set and enforce clear sales metrics and performance standards to drive consistent results across the team
Strategic Sales Leadership Partner with executive leadership to define aggressive sales targets and go-to-market strategies
Monitor competitive dynamics and continuously refine sales tactics to stay ahead of market shifts
Expand broker relationships and deepen client engagement to drive repeat business and referrals
Business Development Associate (BDA) Enablement Create structured engagement and lead qualification processes to maximize BDA impact
Define and track performance metrics including lead volume, conversion rates, and partner satisfaction
Develop a strategic roadmap for leveraging Axos ABC to enhance BDA productivity and lead quality
Ensure seamless lead handoffs and client experience through tight coordination with AEs

3+ Years Wholesale/Correspondent/Mortgage Lending Sales and/or Leadership
Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth
Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products
Demonstrated coaching/leadership skills, including any self-developed performance metrics, reports, etc
Experience with web-based presentation platforms (GoToMeeting, Zoom, Meetn, etc.) and conducting highly attended and engaging meetings.
Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)
SalesForce experience, familiarity, and acumen
Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)
Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending
Real Estate financing or Real Estate sales experience.
Broad understanding and presence in Social Media platforms (LinkedIn, YouTube, Meta)
Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant, etc.)

Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

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