Sales Manager

Posted 2 Days Ago
Be an Early Applicant
Conshohocken, PA
Senior level
Insurance • Financial Services
The Role
The Sales Manager oversees the Sales Team's daily operations, ensures productivity, conducts training and performance management, and monitors loan processing compliance. They also provide developmental support for team members and serve as an escalation point for issues during the loan process.
Summary Generated by Built In

Summary:

The Manager, Sales is responsible for overseeing daily operations of their Sales Team. This person will be responsible for ensuring the team runs efficiently while achieving and maintaining all established departmental goals, while ensuring industry compliance.

Essential Job Functions:

  • Oversees Loan Advisors’ day-to-day performance management including production KPI’s, time management/schedules, lead management, and overall productivity.

  • Conducts daily huddles to communicate updates, contests, production from prior day/week/month, and training to ensure Loan Advisors demonstrate industry best practices.

  • Trains and coaches Loan Advisors on our sales process, objective management, script adherence, product knowledge, and QA/Compliance through call monitoring to identify areas of opportunity.

  • Provides developmental plans to team members as needed to drive and improve performance.

  • Participates in and contributes to Company training initiatives as needed.

  • Monitors Pre-Gate Pipeline and ensures quality production/submission of loans to our Operations Partners.

  • Serves as an escalation point for team members when issues arise throughout the loan process.

  • Maintains a professional image and standards consistent with company policies and procedures.

  • Must be flexible regarding working hours and schedules, including some late evenings as well as Saturday hours as needed.

  • Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

  • High School Diploma required. Bachelor’s degree (B.A.) from four-year College or University preferred.

  • Minimum six (6) years of mortgage origination experience, or a combination of sales leadership role and work experience in a directly related industry.

Language Skills:

Ability to read and comprehend instructions, correspondence, memos, and workplace policies. Ability to analyze, interpret general business periodicals, professional journals, procedures, and governmental regulations. Ability to write professional correspondences. Ability to write routine business reports. Ability to speak effectively with other employees and/or customers. Ability to present formal information in one-on-one and small group situations to customers and employees. Ability to present information and respond to questions from groups of administrators, managers, employees, customers and/or the public.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to carry out detailed written and/or verbal instructions. Ability to solve problems involving concrete variables in standardized situations. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Certificates, Licenses, Registrations:

NMLS/SAFE, at least 1 active or at a minimum, the ability to be licensed without having to retake the SAFE exam.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.

#LI-GD1

The Company
HQ: Boca Raton, FL
5,200 Employees
On-site Workplace
Year Founded: 1990

What We Do

For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.

Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.

Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.

Come #SoarWithUs and be a part of the Freedom family!

Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org

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