Refi Mortgage Sales Manager

New American Funding; United States; Remote; USD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic CD Sales Manager to lead operations in their Refi Consumer Direct Division. This role offers a unique opportunity to oversee all activities related to loan origination, ensuring timely processing and compliance with regulations. You will support a talented sales team, manage pipelines, and conduct training sessions to enhance performance. If you are passionate about sales and have a strong background in loan origination, this position is perfect for you. Join a forward-thinking company that values your expertise and offers competitive benefits, including a bonus structure and comprehensive full-time benefits.

Benefits

Paid Holidays

Paid Vacation

401k

Bonus Structure

Qualifications

• 2+ years of experience in refinance or purchase loan origination.
• Active NMLS license and knowledge of loan programs required.

Responsibilities

• Oversee operations and development of company products.
• Review pipelines and manage loan submissions for timely processing.

Skills

Loan Origination

Sales Skills

Loan Structuring

Knowledge of Loan Programs

Education

High School Diploma or equivalent

Tools

Encompass

Job description

Overview

Position: CD Sales Manager (Refi Consumer Direct Division)

Location: Remote - must be located in EST

Salary: $60k + bonus + full-time benefits including paid holidays, paid vacation, and 401k

Summary: The CD Sales Manager oversees all activities related to operations and development of company products by performing the following duties personally or through subordinate supervisors and employees.

Responsibilities

• Review pipelines for timeliness, lock expiration, COE, loan contingency, etc.
• Work with processors to manage the pipeline to ensure we meet the COE date.
• Review/validate 14-day close submissions prior to submission to the underwriter for completeness.
• Support Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc.
• Support Loan Consultants and production team, resolve or escalate file level issues to sales or processing managers.
• Communicate training needs as needed to the management team.
• Review Encompass report for file start date for new files not elevated to PA.
• Review loans that are in processing that are still floating and work with the LO/SM to get loans reviewed for locks.
• Review files that are suspended by underwriting.
• Meet with LO to review pipeline as needed.
• Assist new LO's with Encompass questions and DU/LP finding.
• Conduct monthly meetings with Loan Consultants to review policy changes/system updates.
• Other duties may be assigned.

Qualifications

• 2+ years' full-time refinance or purchase loan origination experience.
• Strong desire to succeed in a sales environment and be a top producer.
• Ability to correctly and accurately structure and price loans.
• Complete knowledge of conventional and government loan programs (purchase and refinance).
• Current and Active NMLS license.
• Four or more additional state NMLS licenses preferred.

Desired Education/Experience:

• High School Diploma or equivalent.
• Two or more recent years' full-time loan origination experience, preferably in a call center environment.
• One or more years managing a sales team, preferably in a call center environment.
• Minimum of four approved state licenses through the NMLS.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.