We are delighted that you have chosen to explore the career opportunities available with EverBank!
Primary Characteristics
The Retail Branch Sales Manager is responsible for the direction and management of a team of Retail Loan Officers who are selling EverBank lending products and services to prospective clients. The Manager is responsible for ensuring the team achieves sales and profit goals and maintains compliance with Federal, State, Investor and Company guidelines and policies. In addition, this position requires the branch manager to be a top producing loan officer.
Essential Functions
• This is a producing retail branch sales manager position, must be a high level retail loan volume producer
• Identify, plan, organize and implement sales programs and strategies to deliver sales objectives.
• Evaluate and implement appropriate new sales techniques to increase the team’s sales volume. Coach sales team to optimize production opportunity. Manage sales activity for consistent results within EverBank production standards. Review and coach sales activities with Referral Sources.
• Recommend product or service enhancements to improve customer satisfaction and sales potential. Coach sales team to ensure optimum client experience resulting in cross-sold relationships and additional referrals.
• Identify and develop new business sources within the market. Build team strategy for capturing business from potential referral sources. Work with Retail Sales Management as needed to ensure the EverBank Brand is well represented. Participate in business development activities throughout market.
• Recruit retail loan officers for sales team. Identify candidates well suited to represent EverBank with potential to grow our market share. Train, develop and mentor staff to increase productivity. Responsible for on-boarding experience for new hires.
• Work with Bank Partners in and across other business lines to achieve corporate goals and objectives while maintaining a Client First partnership.
• Work closely with operations team to ensure a high level of customer service. Help execute defined responsibilities between Sales team and Operations team to ensure the best outcome for the client while maximizing sales potential.
• Perform daily management of the loan officers on assigned branch team.
• Manage the presentation of loan products to customers and make sure loan officers manage their pipeline until loan is funded.
• Ensure loans are offered and sourced according to EverBank guidelines for sale in secondary market or for EverBank portfolio.
• Ensure each prospective client receives a high level of customer service and follow through.
• Evaluate data to determine local market potential and make recommendation on business plan for the branch.
• Manage staff by providing goals, support, oversight, supervision and training.
Minimum Qualifications (Knowledge, Skills and Abilities)
• Strong sales and oral communication skills with interpersonal skills required.
• Must be able to manage staff, lead branch initiatives and work well in a team environment.
• Knowledge of mortgage/home equity origination processes
• Knowledge of mortgage lending selling techniques and strategies.
• Solid working knowledge of retail mortgage loan pricing
• Strong selling skills are necessary, with the ability to convert prospects to customers.
• Must be a self-starter and self motivated to meet job expectations and sales goals.
• Must be able to thrive in a fast paced, multi-tasking environment.
• Must be able to make decisive and accurate decisions.
• Must have the ability to manage multiple deadlines and priorities without sacrificing profitability.
• Possess superior customer service skills
• Ability to use MS-Word, MS-Excel, MS-Windows, MS-Outlook and the internet effectively.
Training and Experience
• Minimum 3- 5 years experience as a broker or loan originator of conforming, FHA/VA and non-conforming loan products
• Minimum 3 years current experience managing a branch and loan officers in the mortgage industry,
• 4-year college degree strongly preferred.
• The ideal candidate will have been instrumental in the management of a high volume outside mortgage sales supporting both conforming, FHA/VA and non-conforming loan products. History of recruiting and managing strong mortgage performers within a Bank owned Mortgage company/operations is important to success.
Pre-Employment Screening Includes:
• Assessment Screening
• Credit Check
• Criminal Background Check
• Drug Screen – after offer of employment is extended and before start date
• Past Employment Verification
• Social Security Verification
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified, and they may change at any time.
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EverBank is an equal opportunity employer. No employee or applicant for employment will be discriminated against because of race, color, religion, national origin, physical or mental disability, age, gender, sexual orientation, genetic information, veteran’s status, or status as a disabled veteran or veteran of the Vietnam era.
EverBank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Regardless of past practice, all resumes submitted by search firms to any employee at EverBank via e-mail, the Internet, or directly to hiring managers at EverBank in any form without valid written search agreement executed by the VP, Talent Acquisition for that specific position will be deemed the sole property of EverBank, and no fee will be paid in the event the candidate is hired by EverBank as a result of the referral or through other means.
Industry: Financial Services
Discipline: Sales Ops
Experience: Less than 5 Years
Level: Manager
Compensation: Competitive
Company: EverBank