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Mortgage Sales Branch Leader

2 months ago

Gilbert, Arizona, United States Finance of America Full time

Position Title: Mortgage Branch Manager

Job Category: Sales

Job Details:

Overview:

The Mortgage Branch Manager is accountable for overseeing the sales initiatives and overall performance of the branch. This role involves guiding and evaluating the sales team while actively promoting the loan products available through the organization.

Key Responsibilities:

  • Lead, coordinate, and assess all sales personnel, branch operations, and staff development activities to enhance sales output, market presence, and satisfaction levels for both customers and employees.
  • Formulate forecasts, financial targets, and strategic business plans.
  • Evaluate the performance of sales staff and assist in establishing professional development goals for team members.
  • Ensure the team adheres to the highest ethical standards and maintains exemplary professional conduct.
  • Leverage expertise, training, and experience to effectively market and advocate for the company’s loan offerings.
  • Guarantee strict adherence to regulatory compliance in all transactions.
  • Engage in ongoing education and licensing requirements.
  • Stay informed on market trends that impact the company’s loan products.
  • Perform additional duties as assigned.

Required Education:

High School Diploma

Preferred Education:

Bachelor of Arts (BA)

Experience and Skills:

  • A minimum of 5 years of experience in mortgage loan origination.
  • Previous experience with automated Loan Origination Systems.
  • Must consistently meet all qualifications and standards for Loan Officer Licensure as mandated by the SAFE Act, including remaining current on all registration, licensing, and training obligations.
  • Proven track record in developing retail mortgage business through referral networks.
  • Strong understanding of Quality Control Compliance.
  • Demonstrated success in building, leading, and motivating a high-performing sales team.
  • Current knowledge of mortgage banking regulations, industry standards, and company policies.
  • Strong analytical and leadership capabilities.
  • Effective team development and coaching skills.
  • Detail-oriented with strong multitasking and prioritization abilities.
  • Ability to thrive in a fast-paced environment with time constraints.
  • Strong organizational and project coordination skills.
  • Adaptability to rapid changes.
  • Excellent interpersonal skills and a collaborative team player.
  • Outstanding customer service and communication skills, both written and verbal.
  • Proficient in Microsoft Office Suite (Word, Outlook, Excel).

Additional Information:

The above statements are intended to outline the general nature and level of work performed by individuals in this role. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status, or other characteristics protected by law.