Branch Sales Manager - Exempt

Bank of England / Bank of England Mortgage

Branch Sales Manager - Exempt

Job Description

Typical business work hours are 8:00 A.M. to 5:00 P.M. Monday through Friday, some over-time may be required. As a Sales Manager, you will be expected to have willingness to work closely with others, be a team leader in promoting company growth and service the customer. This is an Exempt position.

Purpose:

The Branch Sales Manager exemplifies leadership to the loan sales team by directing, managing and developing his/her team-members successfully. The incumbent is also responsible in the day-to-day operations and employee production activities for their branch location; ensuring efficient customer service is provided and
quality loans are generated to meet production goals and the needs of the business.

Essential Functions/Duties:

Manage and direct the day-to-day business development and operations of the branch location in order to meet the needs of the business. This also includes but not
limited to:

1. Directly manages Full-Time employees.

2. Setting-up & monitoring production goals & requirements. Annual & semi-annual performance evaluations.

3. Establishing 'Performance Improvement Plans' (PIPs) for sales team members that are under performing.

4. Disciplinary recommendations and participation in disciplinary sessions.

5. Recruitment and recommendations on hiring & terminations regarding employees.

6. Implementing procedures & plans for short or long-term business development to management.

7. Investigate and resolve matters of significance relating to employees, customers or branch business operations.

8. Attract new mortgage loan applications by developing referral relationships within the community, specifically with targeted business partners including real estate
agents, homebuilders, financial advisors, CPAs, attorneys, bankers, mortgage brokers and prior clients; making sales calls to prospective clients which entails considerable time away from the office for business development.

9. Train and develop employees on how to generate mortgage loans by developing new client business contacts and relationships. Manage on-going client relationships by participating in sales meetings, maintain sales activity journals enabling tracking of progress toward achievement of performance plan goals, maintaining personal networks; participation in professional organizations and educational opportunities.

10. Train and develop employees to meet the Company's mortgage loan quality standards by producing and submitting qualified loan applications from qualified borrowers with appropriate financial information and credit information and priced to meet the company's targeted threshold as set from time to time; submitting
bank-compliant loan packages to processing and the importance of client follow-up in relationship management.

11. Train and develop employees in producing appropriate numbers that meet or exceed the Company's standard; pre-qualifies borrowers before submitting to processors by examining application and supporting documentation, estimating credit-worthiness, calculating repayment risk. Following-up and assisting trainees in all activities (including negotiation of terms) that is required to bring a loan to closing.

12. Train and develop employees to complete loan closings on timely basis by monitoring application process, conferring with loan processors on data needed, advising clients on process status and obtaining and verifying needed information; monitoring loan document preparation; and scheduling and attending mortgage
loan closings. Ensure that any post-closing conditions are collected and delivered promptly.

13. Protect Company's reputation and image by delivering a high level of customer service and keeping mortgage loan information confidential.

14. Conduct human resource objectives by selecting, orienting, training, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring and assessing employees providing guidance as needed; recommending staff changes to Managing Partner; adhering to state and federal government regulations and company policies and procedures.

15. Authority to delegate and determine what is needed in regards to the planning, controlling the budget and monitoring or implementing compliance measures for the branch office.

16. Honesty and integrity in dealing with others, and accountability in standing behind your work; initiative and self-motivation in offering your products, serving
the client, and getting the job completed thoroughly and on time; good written and oral communication skills, including the ability to listen to others and understand their needs; excellent sales skills, including confidence in yourself and enthusiasm for your company and your service; good organizational skills in having the ability to prioritize and manage numerous responsibilities simultaneously.

Requirements:

1. High School Diploma and some collage; Bachelor's degree in business, Finance or equivalent desired.

2. 3 - 5+ years' experience in Sales, Financial Services and/or related industry.

3. Registered and licensed with the National Mortgage Licensing System & Registry (NMLS).

4. Must possess basic PC skills in Microsoft Windows, Word and PowerPoint or equivalent software. Encompass360 and Excel software experience desired.

5. Demonstrate effective and strong communication skills with the ability to effectively communicate with principals, executive management, all levels of corporate and customers/clients.
Bi-lingual in a secondary language desired.

6. Demonstrate strong negotiation, relationship building and influencing skills and behaviors.

7. Demonstrate the assertiveness, perseverance, energy and passion - results oriented behavior required to be successful in a sales role.

8. Demonstrate effective problem solving, planning, decision making and time management skills.

9. Demonstrate the skills and behaviors required to handle moderate to large complex deals, and moderate to high volume with consistent track record of performance equal to or greater than goal.

10. Demonstrates solid mortgage loan acumen.

11. Experience in supervision and leadership of employees in a team based environment.

12. Must be able to perform essential responsibilities with or without reasonable accommodation.

13. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with Bank of England/ENG Lending, you will be required to either register via the NMLS registry or re-register and move your previous registration to Bank of England/ENG Lending registration rolls. Your continued employment in this position with Bank of England/ENG Lending is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with Bank of England/ENG Lending. Further information about the registry and the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.