Mortgage Advisor Team Lead - Consumer Direct
POSITION
Summary:
The Mortgage Advisor Team Lead - Consumer Direct, under the direction of the Branch Manager, will oversee a group of licensed Mortgage Advisors to ensure all company performance metrics are met.
The MA Team Lead will partner with all departments to ensure proper communication/feedback is given and act accordingly to ensure company exceeds all clients' expectations.
In addition, the MA Team Lead will also be responsible for generating mortgage loan production from company-provided leads, existing portfolio and other various third-party providers.
ESSENTIAL FUNCTIONS AND
Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL FUNCTIONS Originate individual loan production at or above established metrics from management.
Utilize expertise in such areas as recruiting, training, and sales development.
Oversee the performance on all programs to meet/exceed client and company expectations.
Manage to Key Performance Indicators (KPI's) to drive production and efficiencies.
Oversee the day-to-day sales activities of sales team and overall origination processes from lead incubation to funding.
Exceed all Daily, Weekly and Monthly sales targets as set forth by Senior MGMT.
Develop and monitor all productivity measurements thru daily pipeline management practices and 1:
1 meetings with direct reports.
Ensure all company performance metrics are met.
Identify any performance issues through Process Improvement Plan (PIP).
Assist with hiring process within the team to ensure all open positions are staffed to assigned levels.
Responsible for effectively coaching, managing, and motivating a high performance sales team.
Identify and take action to continuously improve the efficiency of sales process while maintaining a positive employee and customer experience.
Handle all administrative functions in a timely manner Perform other duties as assigned.
OTHER FUNCTIONS Desire to take personal responsibility to complete tasks and solve problems.
Ability to perform tasks and complete projects with minimal supervision.
Represent Stonegate Mortgage Corporation in a professional manner by dressing professionally daily while in the office or when attending events.
Practice Stonegate Mortgage Corporation Core Values:
We are accountable for results and we deliver.
We act with integrity and show respect.
We are passionate about our business.
We are accessible.
We adapt to and create change in pursuit of our success.
EDUCATION AND/OR EXPERIENCE To perform this job successfully, an individual must have the following education and/or
Experience:
High school diploma required; college degree preferred.
Two (2)
years' experience managing sales professionals in a call center environment.
Previous customer service experience required.
Proven track record mortgage lending.
Demonstrated ability to successfully develop and manage sales professionals.
Proven track record of successful phone sales.
CRM, LOS and Telephony system experience required.
Individual NMLS state licensure required for multiple applicable states.
Bilingualism a plus.
KNOWLEDGE, SKILLS, AND ABILITIES The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to analyze data and implement training protocol to ensure all sales efficiencies are maintained.
Excellent oral and written communication skills at all levels.
Above average ability to think logically in order to analyze situations and make sound decisions.
Ability to clearly articulate a marketing and business plan that will lead to successful loan origination.
Ability to communicate effectively in a phone or internet-based environment.
Ability to communicate effectively and often with real estate agents.
Working knowledge of all lending programs available through Stonegate Mortgage Corporation.
Thorough understanding of all facets of a real estate transaction.
Customer service driven; responsive to client issues and concerns.
Ability to multitask and effectively manage time.
Ability to communicate effectively - both in written and verbal form.
Desire to take personal responsibility to complete tasks and solve problems.
Ability to perform tasks and complete projects with minimal supervision.
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 position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to stand and sit for periods of time and to move intermittently throughout the workday.
Strong speaking and listening skills.
Ability to interact with others, both in person and through phone, e-mail, and written correspondence.
Ability to perform focused work with close attention to detail.
OTHER REQUIREMENTS Employees are expected to carry out all reasonable requests by managers/supervisors, which the employee is capable of performing.
Maintain equipment and supplies to avoid waste, damage to areas and equipment, and to prevent accidents.
Maintain confidentiality of employee and company information.
Employees must record all hours worked accurately and honestly in Stonegate Mortgage's timekeeping system.
This job description is designed to provide guidelines and direction for accomplishing company, departmental, and individual goals and objectives.
It covers the essential responsibilities and activities involved in the effective execution of this position.
It is not meant to be all-encompassing or all-inclusive.
All job duties and responsibilities must be performed within the guidelines of the Stonegate Mortgage Corporation Employee Handbook as well as established policies and procedures.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
The Mortgage Advisor Team Lead - Consumer Direct, under the direction of the Branch Manager, will oversee a group of licensed Mortgage Advisors to ensure all company performance metrics are met.
The MA Team Lead will partner with all departments to ensure proper communication/feedback is given and act accordingly to ensure company exceeds all clients' expectations.
In addition, the MA Team Lead will also be responsible for generating mortgage loan production from company-provided leads, existing portfolio and other various third-party providers.
ESSENTIAL FUNCTIONS AND
Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL FUNCTIONS Originate individual loan production at or above established metrics from management.
Utilize expertise in such areas as recruiting, training, and sales development.
Oversee the performance on all programs to meet/exceed client and company expectations.
Manage to Key Performance Indicators (KPI's) to drive production and efficiencies.
Oversee the day-to-day sales activities of sales team and overall origination processes from lead incubation to funding.
Exceed all Daily, Weekly and Monthly sales targets as set forth by Senior MGMT.
Develop and monitor all productivity measurements thru daily pipeline management practices and 1:
1 meetings with direct reports.
Ensure all company performance metrics are met.
Identify any performance issues through Process Improvement Plan (PIP).
Assist with hiring process within the team to ensure all open positions are staffed to assigned levels.
Responsible for effectively coaching, managing, and motivating a high performance sales team.
Identify and take action to continuously improve the efficiency of sales process while maintaining a positive employee and customer experience.
Handle all administrative functions in a timely manner Perform other duties as assigned.
OTHER FUNCTIONS Desire to take personal responsibility to complete tasks and solve problems.
Ability to perform tasks and complete projects with minimal supervision.
Represent Stonegate Mortgage Corporation in a professional manner by dressing professionally daily while in the office or when attending events.
Practice Stonegate Mortgage Corporation Core Values:
We are accountable for results and we deliver.
We act with integrity and show respect.
We are passionate about our business.
We are accessible.
We adapt to and create change in pursuit of our success.
EDUCATION AND/OR EXPERIENCE To perform this job successfully, an individual must have the following education and/or
Experience:
High school diploma required; college degree preferred.
Two (2)
years' experience managing sales professionals in a call center environment.
Previous customer service experience required.
Proven track record mortgage lending.
Demonstrated ability to successfully develop and manage sales professionals.
Proven track record of successful phone sales.
CRM, LOS and Telephony system experience required.
Individual NMLS state licensure required for multiple applicable states.
Bilingualism a plus.
KNOWLEDGE, SKILLS, AND ABILITIES The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to analyze data and implement training protocol to ensure all sales efficiencies are maintained.
Excellent oral and written communication skills at all levels.
Above average ability to think logically in order to analyze situations and make sound decisions.
Ability to clearly articulate a marketing and business plan that will lead to successful loan origination.
Ability to communicate effectively in a phone or internet-based environment.
Ability to communicate effectively and often with real estate agents.
Working knowledge of all lending programs available through Stonegate Mortgage Corporation.
Thorough understanding of all facets of a real estate transaction.
Customer service driven; responsive to client issues and concerns.
Ability to multitask and effectively manage time.
Ability to communicate effectively - both in written and verbal form.
Desire to take personal responsibility to complete tasks and solve problems.
Ability to perform tasks and complete projects with minimal supervision.
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 position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to stand and sit for periods of time and to move intermittently throughout the workday.
Strong speaking and listening skills.
Ability to interact with others, both in person and through phone, e-mail, and written correspondence.
Ability to perform focused work with close attention to detail.
OTHER REQUIREMENTS Employees are expected to carry out all reasonable requests by managers/supervisors, which the employee is capable of performing.
Maintain equipment and supplies to avoid waste, damage to areas and equipment, and to prevent accidents.
Maintain confidentiality of employee and company information.
Employees must record all hours worked accurately and honestly in Stonegate Mortgage's timekeeping system.
This job description is designed to provide guidelines and direction for accomplishing company, departmental, and individual goals and objectives.
It covers the essential responsibilities and activities involved in the effective execution of this position.
It is not meant to be all-encompassing or all-inclusive.
All job duties and responsibilities must be performed within the guidelines of the Stonegate Mortgage Corporation Employee Handbook as well as established policies and procedures.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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