Manager, Mortgage Advisors (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Manager, Mortgage Advisors (Fintech): Overseeing the performance and development of mortgage advisor sales agents to meet sales goals and regulatory requirements with an accent on coaching and KPI management. Focus on improving operational efficiencies, guiding individual performance, and ensuring adherence to underwriting guidelines.
Location: Tempe, AZ. Must be based in the United States (Hybrid and Remote options available).
Company
is a leading digital personal finance company and fintech unicorn providing personalized financial solutions, including personal and home loans.
What you will do
- Supervise and develop Lendage Mortgage Advisor sales agents to ensure team goals and efficiency targets are met.
- Coach, inspire, and motivate team members, holding them accountable for individual KPIs and standards.
- Collaborate with the Director of Sales to establish plans for improving sales and operational productivity.
- Maintain accurate records of sales and activity reports for the team.
- Ensure the sales team meets standards for prospecting, discovery calls, and application submissions according to underwriting guidelines.
- Implement and communicate company policies, procedures, and business ethics codes within the team.
Requirements
- Must be based in the United States.
- 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 eligibility to complete state and federal MLO licensing requirements.
- Ability to analyze underwriting guidelines and lender requirements across various loan products.
Culture & Benefits
- 401(k) with employer match.
- Medical, dental, and vision insurance with HSA and FSA options.
- Competitive vacation and sick time, plus dedicated volunteer days.
- Wellness support through the Employee Assistance Program and physical/mental health programs.
- Pet care discounts and financial support via the Care Fund.
- Commitment to diversity and inclusion through six employee resource groups.
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