What are the responsibilities and job description for the Sales Manager position at New American Funding?
Overview
Position: Jr. CD Sales Manager (Managing and Training new LO's)
Location: Tustin, CA
Summary:
The Jr. 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.
Salary Range $50k to $60k bonus full time benefits including health, dental, vision, 401k, paid holidays, and paid vacation
Responsibilities
- Review pipelines for timeliness, lock expiration, COE, loan contingency, etc.
- Works with processors to manage the pipeline to ensure we meet the COE date.
- Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness.
- Train Jr. Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc.
- Supports Jr. Loan Consultants and production team, resolves or escalates 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 work with the LO/SM/ to get loans reviewed for locks.
- Review files that are suspended by underwriting.
- Meet with Jr. LO to review pipeline as needed.
- Assist new Jr. 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 in a call centered environment
- Strong desire to succeed in a sales environment
- Ability to correctly and accurately structure and price loans.
- Complete knowledge of conventional and government loan programs (purchase and refinance).
- Current NMLS DBO and NMLS license.
Desired Education/Experience:
- High School Diploma or equivalent
- Two or more recent years' full-time loan origination experience, preferably in a call center environment
- Two or more recent years' training or managing sales teams as this position will be responsible for training, coaching, and mentoring new LO's
- 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.
[EOE/M/F/D/V. Drug-free workplace.]
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Salary : $50,000 - $60,000
