5 дней назад
Manager, Mortgage Advisor (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, Mortgage Advisor (Fintech): Leading and developing mortgage sales agents while improving sales performance, operational efficiency, and regulatory compliance with an accent on coaching, KPI management, and mortgage underwriting standards. Focus on supervising call-center sales operations, analyzing lender requirements, and driving team productivity across loan products and programs.
Location: Tempe, Arizona, United States
Company
is a digital personal finance company providing personalized financial solutions such as personal loans, home equity loans, debt consolidation, financial tools, and education.
What you will do
- Lead the development, performance, and daily supervision of mortgage advisor sales agents.
- Coach and motivate advisors while holding them accountable for KPIs, sales goals, activity standards, and quality thresholds.
- Partner with the Director of Sales to improve sales performance, operational efficiency, and productivity.
- Maintain sales and activity records and develop internal relationships with supporting teams.
- Ensure adherence to company policies, business ethics, regulatory requirements, underwriting guidelines, and lender requirements.
- Delegate responsibilities and lead training, performance feedback, and process improvement initiatives.
Requirements
- 5+ years of mortgage sales experience.
- 5+ years of consultative sales experience in a call center environment.
- 2+ years of experience actively leading a mortgage team in a call center environment.
- Active NMLS registration and an active mortgage license as required.
- Eligibility to complete required state and federal MLO licensing, testing, education, and background checks.
- Strong mortgage sales process knowledge, communication skills, coaching ability, and understanding of underwriting guidelines and lender requirements.
Culture & Benefits
- 401(k) with employer match.
- Medical, dental, and vision coverage with HSA and FSA options.
- Vacation, sick time, and dedicated volunteer days.
- Employee Assistance Program and physical and mental wellness programs.
- Pet care discounts, hardship support through the Care Fund, and employee resource groups supporting diversity and inclusion.
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