Job Description
The Mortgage Advisor Manager will be responsible for the development, performance, and day-to-day supervision of the Lendage Mortgage Advisor sales agents ensuring the team is meeting sales goals, regulatory requirements, and other efficiency targets in line with company vision and values.
The Mortgage Advisor Manager collaborates with the Director of Sales to establish plans to improve sales, operational efficiencies, and productivity of the individual Mortgage Advisors while directing improvement initiatives. The Manager contributes to individual and process development for Mortgage Advisors including training, coaching, and performance feedback.
How You'll Contribute:
- Coaches, inspires and motivates holding individual Mortgage Advisors on their team accountable for individual KPI's, goals and standards
- Develops and maintains internal customer relationships with enabling/supporting partners.
- Maintains accurate records of sales and activity reports for each Mortgage Advisor on their team
- Adheres to all company policies, procedures, and business ethics codes and ensures they are communicated and implemented within the team.
- Ensures sales team meets or exceeds all activity standards for: prospecting cadences and discovery calls, application call standards, application submissions according to underwriting guidelines while adhering to minimum standards and quality thresholds.
- Delegates appropriately with responsibility, accountability, and follow-up.
- Sets the professional standard for the Lendage sales team in areas of integrity, commitment, organizational and selling skills, and work habits.
- Hold an active NMLS and state mortgage licenses as required
Qualifications
What You'll Bring:
- Strong understanding of the mortgage sales process
- 5+ years or more of mortgage sales experience
- 5+ years consultative sales experience in a call center environment
- 2+ years of actively leading a mortgage team in a call center environment
- Active NMLS registration
- Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
- Client-focused approach with excellent verbal and written communication skills
- Demonstrable ability to coach sales agents to success
- Ability to analyze and understand underwriting guidelines and lender requirements, across a variety of loan products and programs.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Achieve well-being with:
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA
- Sick time off
- Access to wellness support through Employee Assistance Program, Talkspace.
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect with other employees through our six employee resource groups
Join Achieve, change the future.
At Achieve, we're changing millions of lives.From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
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Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Top Skills
What We Do
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.
Our people make the biggest difference. With more than 2,300 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.
We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:
Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)
Why Work With Us
The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.