Job Description
The Regional Sales Manager is responsible for the overall coordination and management of the sales activities of the Mortgage Loan Officers. Major responsibilities include recommending changes to improve customer experience, service, and department performance, completing special projects and participating in presentations as needed.
Essential Functions
- Identify, plan, organize and implement sales strategies to deliver department sales objectives
- Ensure that Mortgage Loan Originators are effectively managing their respective mortgage pipelines
- Maintain and coach a well trained and motivated team of Mortgage Loan Originators to optimize production opportunities
- Identify and develop new business sources within the marketplace
- Build team strategy for capturing business from potential referral sources
- Maintain origination and closed loan capture goals to insure production goals are met
- Identify and recruit quality Mortgage Loan Originator candidates with potential to grow market share
- Train, develop, and mentor staff to increase productivity and to develop a thorough understanding of all bank loan programs and guidelines
- Implement a sales strategy for each Mortgage Loan Originator based on their assigned territory and its characteristics
- Work closely with the operations team to ensure each prospective customer receives a high level of service and follow through for the best possible outcome and customer experience
- Produce timely and accurate reports relating to the management of the sales team
- Act as a producing Mortgage Loan Originator, taking and reviewing mortgage loan applications
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
- Ensure compliance with third party vendors
- Ensure total document and data integrity
- Manage personal workload/workflow
Qualifications
- Bachelor's Degree required And
- Per the SAFE Act, registration with NMLSR and annual renewal as a condition of employment required
- 5 - 6 years of experience in the mortgage industry required
- 3 - 5 years of experience as a manager or supervisor in a financial institution required
- Advanced knowledge of banking industry laws, regulations and the origination process
- Strong knowledge of conventional, government loan products and guidelines including Fannie Mae, Freddie Mac, FHA, USDA-Rural Housing and VA loans preferred
- Working knowledge of Ellie Mae-Encompass Loan Origination software, Freddie Mac – Loan Product Advisor and Optimal Blue pricing engine preferred
- Good working knowledge of retail mortgage loan pricing
- Excellent verbal and written communication skills
- Strong sales, leadership, and organizational skills
- Ability to work collaboratively and manage multiple deadlines and priorities
- Must be able to manage staff, lead initiatives, and work well in a team environment
- Must have strong selling skills, with the ability to convert prospects to customers
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Skills Required
- Bachelor’s degree
- Registration with NMLSR and annual renewal under the SAFE Act
- 5–6 years of experience in the mortgage industry
- 3–5 years of experience as a manager or supervisor in a financial institution
- Advanced knowledge of banking industry laws, regulations, and the mortgage origination process
- Knowledge of conventional and government loan products and guidelines, including Fannie Mae, Freddie Mac, FHA, USDA Rural Housing, and VA loans
- Working knowledge of Ellie Mae Encompass Loan Origination software, Freddie Mac Loan Product Advisor, and Optimal Blue pricing engine
- Working knowledge of retail mortgage loan pricing
- Excellent verbal and written communication skills
- Strong sales, leadership, and organizational skills
- Ability to collaborate and manage multiple deadlines and priorities
- Ability to manage staff, lead initiatives, and work effectively in a team environment
- Strong selling skills and ability to convert prospects to customers
What We Do
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be. Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service. Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets. Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions. Member FDIC Equal Housing Lender
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