Division Client Relationship Manager
Bank of America
Non-Producing Mortgage Retail Sales Manager – Orlando/Tampa
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Orlando • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Coach, direct, and manage the sales activities of a branch of Mortgage Bankers (a minimum of 12 direct reports) and the activities of branch support team members
- Manage customer loyalty/ disloyalty performance levels to include; ensuring timely and proactive customer communication, regular customer contact and/or inspection calls to customer, providing team with escalation and remediation process support
- Manage overall branch loan origination activities through the management of branch pipeline by adhering to workflow process and using internal tools and reporting to ensure origination, processing, underwriting, and closing timelines are in line with communications and commitments to customers
- Engage stakeholders and internal partners associated with the Mortgage Retail Sales functional area
- Recruit, develop, and manage a sales team that generates quality loans compliant with company policies, procedures, and pricing strategies
- Make decisions and resolve issues regarding resources, objectives, and operations of Mortgage Banker team to meet business objectives
- Interpret and develop policies and procedures for functional areas with low to moderate complexity within scope of responsibility
- Collaborate and consult with peers, colleagues, and multiple level managers as well as interact directly with external customers
- Develop knowledge of company products, policies and procedures, and underwriting requirements
- Develop understanding of federal and state home lending regulations, provide guidance and direction to branch team to ensure compliance, and manage non-delivery fees, penalties, or fines
- Understand real estate appraisals, title reports, and real estate transactions
- Inform prospective and existing customers of Wells Fargo Home Mortgage (WFHM) programs, rates, policies, underwriting requirements, and loan procedures
- Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk
- Develop and maintain a high degree of visibility and credibility for WFHM in the marketplace
- Identify and recommend opportunities for process improvement and risk control development
- Perform miscellaneous duties as needed and required
Requirements
- 4+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Leadership experience
- 2+ years of sales management experience
- 1+ year of experience in recruiting individuals or team
- Mortgag industry experience
- Established referral base within assigned market
- Demonstrated new business development and relationship management skills
- Knowledge and understanding of sales prospecting and generating referrals
- Experience developing and cultivating professional relationships
- Working knowledge of compliance, policy and federal regulations
- Excellent verbal, written, and interpersonal communication skills
- Bilingual speaking proficiency in Spanish/English
- A BS/BA degree or higher
- Basic Microsoft Office skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage retail salesloan originationpipeline managementfinancial analysiscredit analysiscompliance knowledgesales prospectingrelationship managementrecruitingprocess improvement
Soft skills
leadershipcommunicationteam managementcustomer serviceproblem-solvingcollaborationdecision-makinginterpersonal skillsorganizational skillsbusiness development
Certifications
BS/BA degreemortgage industry certifications
