Achieve

Financial Services

Manager,MortgageAdvisors

$115–165k ~AI est. Tempe, Arizona, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“Manager, Mortgage Advisors at Achieve. Skills: Mortgage sales, Team leadership, Sales coaching. Supervise Mortgage Advisor sales agents. Ensure team meets sales goals”

What You'll Achieve.

Meet sales goals; Meet regulatory requirements; Meet efficiency targets; Meet or exceed activity standards

Industry & Context.

Financial Services

What They're Looking For.

Must Have

5+ years mortgage sales experience, 5+ years consultative sales experience, 2+ years leading mortgage team, Active NMLS registration, Eligible for state and federal MLO licensing

Nice to Have

Understanding of mortgage sales process

What You'll Do.

Supervise Mortgage Advisor sales agents

Ensure team meets sales goals

Ensure team meets regulatory requirements

Collaborate with Director of Sales

Establish plans to improve sales

Establish plans to improve operational efficiencies

Establish plans to improve productivity

Direct improvement initiatives

Contribute to Mortgage Advisor development

Provide training to Mortgage Advisors

Provide coaching to Mortgage Advisors

Provide performance feedback to Mortgage Advisors

Coach Mortgage Advisors on KPIs

Inspire Mortgage Advisors

Motivate Mortgage Advisors

Hold Mortgage Advisors accountable

Develop internal customer relationships

Maintain accurate sales records

Maintain activity reports

Adhere to company policies

Implement company policies

Ensure team adheres to policies

Ensure sales team meets activity standards

Ensure sales team meets prospecting standards

Ensure sales team meets discovery call standards

Ensure sales team meets application call standards

Ensure sales team meets application submission standards

Delegate appropriately

Set professional standard for sales team

Hold active NMLS and state mortgage licenses

How You'll Work.

Team & Collaboration

Internal customer relationships; Enabling partners; Supporting partners

Communication Scope

Verbal communication; Written communication

Full 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. The Manager, Mortgage Advisors 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 implemen

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