Pinnacle Mortgage Corp.

Sales

• Engage with clients to understand their financial objectives and guide them through the mortgage application process with attention to detail
• Assess client financial profiles, including income, credit history, and debt obligations, to determine eligibility and recommend suitable loan options
• Supervise, train and mentor a high-performing team of Mortgage Loan Officers to ensure they achieve individual and team sales targets
• Provide ongoing coaching, mentoring, and performance feedback to team members
• Monitor team performance metrics, set sales targets and goals aligned with company objectives
• Foster a positive and collaborative team culture that encourages creativity, teamwork, and continuous improvement
• Ensure compliance with all regulatory requirements and company policies
• Build and maintain strong relationships with real estate agents, builders, and other referral sources
• Represent Pinnacle Mortgage Corp. in the local community to enhance brand visibility and reputation

Sales Manager – Mortgage Lending

• Originate Loan Application through referral sources
• Increase loan production of the region, in alignment with corporate objectives and targets
• Develop, support, train and mentor a team of loan officers
• Facilitate ongoing training sessions for Loan Officers and other branch personnel
• Review score cards and production reports, identify areas for improvement to optimize business performance
• Monitor and develop KPI’s for team
• Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers
• Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices
• Collaborate with internal teams to expedite loan processing and ensure timely closings.
• Maintain confidentiality and security of client information at all times, adhering to strict privacy policies
• Cultivate lasting relationships with clients by delivering exceptional service
• Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team
• Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects.

Sales Manager – Producing Role

• Originate Loan Application through referral sources
• Increase loan production of the region, in alignment with corporate objectives and targets
• Develop, support, train and mentor a team of loan officers
• Facilitate on-going training sessions for Loan Officers and other branch personnel
• Review score cards and production reports, identify areas for improvement to optimize business performance
• Monitor and develop KPI’s for team
• Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers
• Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices
• Collaborate with internal teams, to expedite loan processing and ensure timely closings.
• Maintain confidentiality and security of client information at all times, adhering to strict privacy policies
• Cultivate lasting relationships with clients by delivering exceptional service
• Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team
• Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects.

Sales Manager – Mortgage Lending

Sales Manager – Mortgage Lending

Sales Manager – Producing Role

Sales Manager, Mortgage Origination