Mortgage Sales Enablement Lead

UMB Bank; Missouri; On-site; USD 68,000 - 100,000; Full time

Benefits offered by this job

401(k) matching program

Paid time off

Health benefits

Tuition reimbursement

Job summary

UMB Bank is seeking a Mortgage Sales Support Manager to lead a small team of LOA Assistants and support Mortgage Loan Originators in delivering a smooth loan process for customers. You will train, mentor, and manage daily pipelines to drive quality and efficiency across the team.

The role emphasizes customer experience, collaboration with partners, and leveraging LOS, CRM, and credit bureau tools to resolve issues and improve performance. A Bachelor’s degree and S.A.F.E.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years’ experience in mortgage banking, or mortgage lending environment, preferably working with Sales or in a Sales Capacity.
• Requires S.A.F.E registration at the time of employment and maintain current registration with the National Mortgage Licensing System Registry.

Responsibilities

• Train and supervise the LOAs for the best execution in supporting the MLO with loan origination tasks and duties through the entire loan process.
• Mentor LOAs in conducting the team concept to assist internal partners with external customer communication in providing a smooth and seamless customer experience.
• Assist MLOs to optimize performance through quality expectations and daily pipeline review for TBD decision dates and rate lock expirations.
• Assist in onboarding and training current and new sales associates regarding policy, procedures, the Loan Operating System (LOS), and daily tasks.
• Be proficient in the credit bureau provider software to pull scenarios, repulls due to frozen bureaus, and reissuing existing credit reports.
• Measure achievements through sales scorecards and spreadsheets for individual results.
• Assist the sales team with the Customer Relationship Management (CRM) system regarding flyers and other marketing materials.
• Develop and maintain close relationships with mortgage partners to identify new training opportunities for the sales team.
• Track internal and external referral sources to maximize sales opportunities.
• Guide MLOs with AUS finding errors for loan solutions, restructuring loans, copying files to solve problems, and communicating resolutions to all parties.
• Communicate regularly with the mortgage leadership team on mortgage origination activities, needs, and problems.

Skills

Team leadership

Mortgage industry knowledge

Training & mentoring

CRM proficiency

Credit bureau software

Education

Bachelor’s degree or equivalent

Tools

Loan Operating System (LOS)

CRM system

Credit bureau software

Job description

UMB Bank is seeking a Mortgage Sales Support Manager to lead a small team of LOA Assistants and support Mortgage Loan Originators in delivering a smooth loan process for customers. You will train, mentor, and manage daily pipelines to drive quality and efficiency across the team.

The role emphasizes customer experience, collaboration with partners, and leveraging LOS, CRM, and credit bureau tools to resolve issues and improve performance. A Bachelor’s degree and S.A.F.E.