Mortgage Sales Enablement Manager

UMB Financial Corporation; Missouri; Hybrid; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

annual incentive pay

paid holidays

comprehensive company sponsored benefit

Health insurance

Job summary

UMB Financial Corporation in Missouri is seeking a Mortgage Sales Support Manager to supervise a small team of LOA Assistants and support Mortgage Loan Originators with day-to-day tasks, improving loan delivery and customer experience.

You will train LOAs, mentor the team, optimize performance through daily pipeline reviews, onboard new sales associates on LOS and policy, and maintain strong relationships with mortgage partners to grow referrals.

Qualifications

• 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.
• Other duties as assigned.

Education

Bachelor’s degree or equivalent work experience

Job description

UMB Financial Corporation in Missouri is seeking a Mortgage Sales Support Manager to supervise a small team of LOA Assistants and support Mortgage Loan Originators with day-to-day tasks, improving loan delivery and customer experience.

You will train LOAs, mentor the team, optimize performance through daily pipeline reviews, onboard new sales associates on LOS and policy, and maintain strong relationships with mortgage partners to grow referrals.