Sales Manager

Job Description

The Sales Manager is responsible for carrying out strategic initiatives, sales development, leadership/management of retail production in multiple offices, in alignment with corporate targets. The Sales Manager is directly responsible for overseeing their production goals based on recruiting activities and development of producing Loan Consultants.

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Direct Reports: ☒ Yes ☐ No

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If yes, list what positions report into the role.

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• Depending on the team the following report into the role:
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• Loan Consultant
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• Loan Consultant - Team
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• Production Assistant
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Principal Duties:

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List of required duties below. Distinguish on-site duties with a *.

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• Identify market opportunities and hires/develops retail Loan Consultants.
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• Identify new business opportunities for their existing Loan Consultants in order to meet office goals.
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• Develop/execute overall market strategy to increase retail volume, market share and profitability.
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• Support production office(s) 1 year business plans, consistently monitoring progress versus plan.
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• Collaborate with operations support to ensure customer service, loan quality, and pull through targets are achieved and/or exceeded.
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• Responsible for communication and implementation of company policy and procedures.
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• Provide regular performance reviews for all Loan Consultants.
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• Provide regular reporting to Production Manager on retail performance within the assigned market.
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• Responsible for producing personal loan volume at or above target expectations.
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• Maintain active recruiting database.
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• Promote the Company Brand in assigned geography; support efforts that enhance the Brand.
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*These essential functions are fundamental to the role, and must be performed on-site, as they cannot physically be performed remotely. In addition, the Company has determined that an in-person presence is important to critical components of our work, including oversight, training, collaboration, and productivity. Items not marked (*) as essential on-site may still require partial on-site work to perform the role satisfactorily.

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Education and Experience

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Required education and experience.

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• Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job / education experience may be considered.
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• Experience as a Producing Loan Consultant required.
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• Management experience with Producing Loan Consultant’s preferred.
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• Management experience working with Retail Loan Consultants preferred.
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Knowledge, Skills, and Abilities

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Required knowledge, skills, and ability.

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• Local market knowledge including key competitors, high profile recruits and potential business opportunities.
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• Minimum of twenty target loan consultant recruits is desired.
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• Knowledge of mortgage industry, regulatory environment and financial markets preferred.
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• Strong managerial, organizational, and problem-solving skills with ability to multi-task is ideal.
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• Demonstrated leadership, enthusiasm, and ability to recruit and motivate others an asset.
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• Ability to meet aggressive deadlines and build strong working relationships with multiple departments preferred.
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While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

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By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.