Creating, building, and leading a new team of HELOC sales professionals to ensure production targets are met
Developing sales strategies, analyzing data, and reporting to Senior Leadership of channel progress
Hiring, training, and mentoring the sales team
Process creation and management, interpreting trends to identify gaps in performance
Ensuring channel revenue goals are met
Using Salesforce and Tableau data to monitor KPIs
Reporting back to Senior leadership sales forecasts, team performance, market trends
Acting as liaison between departments to ensure alignment on strategies and messaging

Requirements

Strong leadership, analytical, and communication skills
Active NMLS strongly preferred
Deep understanding of mortgage sales processes, the sales funnel, and customer relationship management (CRM) tools, Salesforce preferred and Tableau reporting
Ability to recruit and retain a team of top loan officers
Experience in traditional mortgage sales. HELOC experience would be helpful
Ability to motivate a team and foster a collaborative and competitive environment
Excellent business acumen and strategic thinking

Benefits

Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
401(k) with company match
Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

sales strategiesdata analysisprocess creationperformance managementKPI monitoringsales forecastingmortgage sales processescustomer relationship managementHELOC

Soft skills

leadershipanalytical skillscommunication skillsteam motivationcollaborationstrategic thinkingbusiness acumen

Certifications

NMLS