Achieve Logo

Achieve

Manager, Mortgage Advisors

Posted 6 Days Ago
Be an Early Applicant
Hybrid
Tempe, AZ
Senior level
Hybrid
Tempe, AZ
Senior level
The Manager of Mortgage Advisors oversees the mortgage sales team, ensuring sales goals, regulatory requirements, and operational efficiencies are met. This role involves coaching, training, performance feedback, and record maintenance of sales activities of team members.
The summary above was generated by AI
Job Description
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 implemented within the team.
  • Ensures sales team meets or exceeds all activity standards for: prospecting cadences and discovery calls, application call standards, application submissions according to underwriting guidelines while adhering to minimum standards and quality thresholds.
  • Delegates appropriately with responsibility, accountability, and follow-up.
  • Sets the professional standard for the Lendage sales team in areas of integrity, commitment, organizational and selling skills, and work habits.
  • Hold an active NMLS and state mortgage licenses as required

Qualifications
What You'll Bring:
  • Strong understanding of the mortgage sales process
  • 5+ years or more of mortgage sales experience
  • 5+ years consultative sales experience in a call center environment
  • 2+ years of actively leading a mortgage team in a call center environment
  • Active NMLS registration
  • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
  • Client-focused approach with excellent verbal and written communication skills
  • Demonstrable ability to coach sales agents to success
  • Ability to analyze and understand underwriting guidelines and lender requirements, across a variety of loan products and programs.

Additional Information
All your information will be kept confidential according to EEO guidelines.
Achieve well-being with:
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Join Achieve, change the future.
At Achieve, we're changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
#LI-KM1
Company 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.
HQ

Achieve San Mateo, California, USA Office

Enjoy our remote/hybrid opportunities or visit our San Mateo office that’s minutes away from any part of The Bay. The up and coming area is growing with exciting amenities and restaurants to explore and recharge.

Similar Jobs at Achieve

Yesterday
Remote or Hybrid
Senior level
Senior level
Fintech • Professional Services • Sales • Financial Services
The Principal Security Engineer will lead the design, implementation, and integration of advanced Identity solutions for security in a fintech environment, transforming identity governance to support a dynamic risk-aware architecture. Responsibilities include strategy development, system architecture, secure integration with various platforms, and collaboration with engineering teams.
Top Skills: AWSAzure AdEntraGCPKubernetesOauthOktaOpenid ConnectPowershellPythonSAMLScimTerraform
3 Days Ago
Hybrid
140K-200K Annually
Senior level
140K-200K Annually
Senior level
Fintech • Professional Services • Sales • Financial Services
The Principal Product Manager will lead SEO/AEO strategy to drive organic traffic growth, optimize platforms, analyze trends, and collaborate with cross-functional teams to meet revenue targets.
Top Skills: AeoAi Attribution SoftwareBi ToolsSeo
5 Days Ago
Hybrid
Mid level
Mid level
Fintech • Professional Services • Sales • Financial Services
As a Mortgage Advisor II, you’ll evaluate applicants’ financial status for mortgage eligibility, advise on products, assist in applications, and maintain communication throughout the mortgage process.
Top Skills: CRMLoan Origination System

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account