Apply on Employer Site

Union Home Mortgage Corp. · 1 day ago

Area Sales Manager - Mortgage

Cincinnati, OH

Full-time

Onsite

Senior Level

5+ years exp

Union Home Mortgage Corp. is a company focused on growth in the mortgage industry, and they are seeking an Area Sales Manager to lead and develop their sales force. The role involves recruiting, training, and managing sales personnel to achieve growth and production goals while ensuring adherence to company policies.

BankingCreditFinancial ServicesInsuranceMortgage

No H1B

Responsibilities

Recruit and hire capable Partners

Conduct personal self-sourced recruiting for your assigned area including individual Loan Officers, Teams, and Mergers/Acquisitions

Identify, develop and maintain relationships with Retail Recruiters for any other recruiting sources for current and future sales personnel needs

Assisting with expansion to new cities and markets

Follow-UHM Growth Training Guidelines including acknowledgement of prohibitions (see UHM Team Leader/Branch Manager Manual exhibit)

Interview Partner Candidates personally and with Branch Managers

Drive growth through the Branch Managers including setting monthly goals in accordance with Growth Manager Recruiting Minimum Standards (15 prospecting calls weekly, 2 morning Coffee/Breakfast meetings weekly, 1 “meet and greet” networking meeting weekly), track and provide growth updates, communication and status updates with National Sales Management and weekly internal coaching program/“PCP” calls

Setting up Round-Table sessions and logistics

Ensure that the documented sales hiring process (UHM Pre-Hire to Transition) is utilized effectively and consistently when working with the National Sales Manager to present offer letters and employment agreements

Complete new LO Set-Up protocols and system registration with Management and IT

Review license status, set up license transfer through Administration or prepare the new Partner for the licensing process. Set time-frames and expectations (30 days or less) and follow-through until completion

Notify HR of special transition financial guidelines; maintain a date log for incentive periods

Validate space, equipment and supplies prior to the start date

Ensure all new Loan Officers and Branch Managers join a formal UHM Transition Training session within 30 days of hire

Set up Loan Officer Compensation Structures by independent plan coaching, plan completion, forwarding updated plans initially and quarterly to Secondary, General and National Sales Managers

At times, you will be required to assist the UHM Office On-Boarding Team in building a new branch in your market or an expansion market. Please refer to the Branch Manager’s training guide for all requirements relevant to space requirements, lease negotiations, furniture & supply out-fitting, time-frames, etc

Present Area production forecasts to the GAP Committee based on Branch “Break-Even/20% ROI” reports

Forecasting includes both recruiting and production estimates

Take ownership for the success of all new hires

Ensure that a “Quick Start” is explicitly implemented for all initial sales training

Ensure all new Loan Officers, Team Leaders and Branch Managers join a formal UHM Transition Training session within 30 days of hire

Ensure all Team Leaders/Branch Managers complete Post-Transition Training for 90 days after initial training, meeting with new Loan Officers weekly during their transition

Implement UHM Core Training with the Partner Success Tracker, through Branch Managers and for those branches under direct supervision. This process includes productive sales meetings at the Branch level and corporately directed conference calls focusing on skill development. Review call reports as a coaching tool, debrief in detail with Branch Managers and Team Members bi-weekly

Determine the developmental level and objectives for each Manager and Loan Officer

Develop new corrective action plans for each Loan Officer and Branch Manager utilizing directive and supportive coaching styles

Maintain an effective field coaching process

Plan and commit to a schedule with each Loan Officer and Branch Manager based on tenured productivity and developmental level

Review Branch P & L statements if applicable and drive production based on 20% ROI goals

The Area Sales Manager is responsible for field training all Team Leaders and Branch Managers

All Team Leaders and Branch Managers report to the Area Sales Manager

Team Leaders and Branch Managers are the first wave of support for Loan Officers. In addition to a vast on-line reference library, Managers will work with Trainers, Transition Coordinators and General Sales Management to ensure Loan Officer Inquiries receive a quick response

Utilize UHM Underwriting Efficiency Initiative

Utilize the Senior Leadership Team

Understand when a Loan Officer must complete research prior to forwarding a formal request for assistance

Complete Limited Scope Exception Pre-Approval first-reviews in the absence of a Team Leader or Branch Manager

All Partners must be fully trained on the UHM Franchise Manual, Field Operations Guide/Training and Policy

All Partners must be fully trained and tested on PartnerNet with complete knowledge of search functionality, Critical Numbers, understanding of the UHM Organizational Chart, Code of Conduct, Committee Responsibilities including Leadership, Risk, IT Support, Investor Support and the Online Investor Library

Must maintain all Loan Officers are following UHM Minimum Origination Standards and 3/2 policies

Must ensure all Loan Officers are following regulatory rules including RESPA, TILA, Safe Act and Appraisal Anti-Coercion

Responsible for managing Team Leaders, Branch Managers and Loan Officers ensuring attendance during corporate meetings and conference call sessions

Each Area Sales Manager is responsible for monitoring Pipeline Management for the Area. This includes following all submission and date policies

Maintaining strict privacy standards for the company and all Partners in the Area setting for Customers, Referral Sources and fellow Partners. Please consult all privacy and confidentiality policies available in PartnerNet

Control administrative functions within the department to assure timeliness and accuracy of reports

Work within the sales budget, communicate with the National Sales Manager of projections versus actual expenses

Maintain an accurate and complete file of knowledge on each competitor in the market

Ensure the Branch follows the GBSB model for positive economic growth

Team Leaders and Branch Managers are responsible to track Loan Officer licensing yearly

Producing Managers must follow all standards set forth for the origination staff, leading by example with all corporate initiatives, policies and procedures

Responsible for maintaining actions within the UHM Code of Conduct at all times

At times, a Team Leader/Branch Manager may act as a liaison to the Area Sales Manager, General Sales Manager, National Sales Manager and Operations Team

Qualification

Meeting Sales GoalsLoan Origination ExperienceActive NMLS LicenseNegotiationSupervisory ExperienceSales PlanningMarket KnowledgeCoachingHigh Ethical StandardsProfessionalismQuality FocusStaffingManaging ProcessesDeveloping BudgetsBuilding RelationshipsDecision Making

Required

Meeting Sales Goals

Negotiation

Motivation for Sales

Sales Planning

Building Relationships

Coaching

Managing Processes

Market Knowledge

Developing Budgets

Staffing

Strong Decision Making

High Ethical Standards

Professionalism

Quality Focus

Supervisory Responsibilities

At least five years of loan origination experience

At least two years of supervisory experience

High School Diploma or GED

Must have an active NMLS license in good standing

Company

Union Home Mortgage Corp.

Glassdoor3.8

Since our inception in 1970, Union Home Mortgage has guided hundreds of thousands of aspiring homebuyers through the process of achieving homeownership.

Founded in 1970

Strongsville, Ohio, USA

1001-5000 employees