Remote Mortgage Sales Enablement Lead

UMB Bank; Jackson (MS); Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Matching

Annual Incentive Pay

Paid Holidays

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account

Flexible Spending Account

Dependent Care Account

Adoption Assistance

Employee Assistance Program

Fitness Reimbursement

Tuition Reimbursement

Wellbeing Program

Emergency Fund

Associate Banking Benefits

Job summary

UMB Bank is seeking a Mortgage Sales Support Manager to lead a small team of LOA Assistants and support Mortgage Loan Originators with daily tasks, credit bureaus, LOS, and CRM. The role focuses on pipeline management, quality, and timely loan delivery while enhancing the customer experience.

You will train and supervise LOAs, mentor the team, optimize performance, onboard new sales staff, and collaborate with mortgage partners to grow loan volume.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years’ experience in mortgage banking or mortgage lending environment.
• Requires S.A.F.E registration at the time of employment and maintain current registration with the NMLS.

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 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 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.

Skills

Leadership

Mentoring

Customer communication

Process improvement

Education

Bachelor’s degree or equivalent

Tools

LOS

Credit bureau software

CRM system

Job description

UMB Bank is seeking a Mortgage Sales Support Manager to lead a small team of LOA Assistants and support Mortgage Loan Originators with daily tasks, credit bureaus, LOS, and CRM. The role focuses on pipeline management, quality, and timely loan delivery while enhancing the customer experience.

You will train and supervise LOAs, mentor the team, optimize performance, onboard new sales staff, and collaborate with mortgage partners to grow loan volume.