Manager, Mortgage Advisor

Achieve; Tempe (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, and vision with HSA/F

Paid vacation and sick time, volunteer

Wellness and EAP programs

Pet care discounts

Achieve Care Fund support

Diversity and inclusion ERGs

Job summary

Achieve, a leading digital personal finance company, seeks a Manager, Mortgage Advisor to lead a Mortgage Advisor sales team. You will drive performance, regulatory compliance, and productivity aligned with company values.

Collaborate with the Director of Sales to plan improvements, training, and coaching across the team. You’ll coach, develop client relationships, and maintain activity records while upholding policies and underwriting standards.

Qualifications

• 5+ years mortgage sales experience.
• 2+ years actively leading a mortgage team in a call center environment.
• Active NMLS registration and licensing requirements familiarity.
• Ability to coach sales agents to success.
• Ability to analyze underwriting guidelines and lender requirements.

Responsibilities

• Coach Mortgage Advisors to meet KPI's, goals and standards.
• Develop and maintain internal customer relationships with enabling partners.
• Maintain records of sales activity and reports for each advisor.
• Ensure compliance with policies, procedures, and ethics codes.
• Lead by example in integrity, organizational, and selling skills.

Skills

Mortgage sales process

Leadership

NMLS licensing

Coaching & development

Underwriting guidelines

Client communication

Job 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.

Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner.

Job Description

The Manager, Mortgage Advisor 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 Manager, Mortgage Advisors 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

Every leader at Achieve is held to the same standard: Lead Forward, our company-wide leadership model, built on four core pillars:

Focused and Agile - we define strategy, set clear priorities, and adapt decisively

Own the Outcome - we take full responsibility for results and deliver on commitments

Grow People & Capability - we build talent, expand capability, and measure success by team depth

Trusted, Steady Leadership - we lead with conviction, communicate with candor, and demonstrate emotional discipline

It's the same bar for every leader here and it's how we invest in your growth from day one.
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 options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion 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.