Capabilities Manager, Sales

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Drive training, onboarding, change management, business readiness, and sales enablement efforts within the Home Lending Group.

• Lead, develop, and mentor colleagues in training and upskilling both new hires and existing Phone Mortgage Loan Officers and Sales staff.

• Create, consult on, and deliver home lending training materials while maintaining support resources.

• Showcase mortgage techniques through live demonstrations for newcomers.

• Spearhead onboarding, training, and upskilling strategies in collaboration with cross-functional stakeholders.

• Provide coaching and training for representatives, loan officers, sales managers, leaders, coaches, and store staff.

• Collaborate with leadership to set priorities and propose enhancements to services and sales.

• Investigate and resolve escalated business challenges, assessing learning and engagement gaps.

• Develop, revise, and uphold approved training materials.

• Oversee activities related to assigned contact center or retail store programs.

• Design and implement communications for home lending initiatives, product updates, new-hire programs, policies, and procedures.

• Act as a subject matter expert on special projects and represent the organization in executive meetings.

• Manage the training period for assigned new hires.

• Conduct training classes and upskilling sessions.

• Provide daily leadership and coaching on processes, policies, loan pipeline management, and performance-related issues.

• Collaborate on loan officer recruitment and selection.

• Ensure adherence to policies and procedures, sales and compliance requirements, customer experience standards, and productivity expectations.

• Support TD Bank’s mission, strategic objectives, quality initiatives, service standards, and compliance requirements.

• Deliver outcomes related to customer experience, sales and service performance, compliance, employee engagement, retention, and ongoing performance improvement.

⛳️ Requirements

• Bachelor’s degree or equivalent relevant work experience.

• A minimum of 6 years of experience in contact centers and coaching.

• At least 3 years of experience in residential mortgage or consumer lending.

• Extensive understanding of residential loan origination and products, including jumbo, FHA, VA, and niche offerings.

• Awareness of trends, products, and services within the residential mortgage industry.

• Exceptional oral and written communication as well as coaching abilities.

• Capability to communicate effectively across all management levels.

• Strong PC skills and familiarity with standard office equipment.

• Ability to thrive in a fast-paced, dynamic setting.

• Detail-oriented, self-driven, with outstanding organizational, analytical, and decision-making skills.

• Knowledge of regulatory, investor, and departmental policies for compliance and residential lending laws.

• Awareness of CRA products and the industry.

• Understanding of Capital Markets pricing requirements.

• Ability to efficiently multitask.

• Skill in creatively structuring loan requests.

• Proficiency in coaching, mentoring, and providing constructive feedback.

• Competence in the role of Mortgage Loan Originator (MLO).

• Ability to identify complex onboarding-program issues despite ambiguous factors.

• Proven leadership experience.

• Preferred experience in classroom facilitation and/or training.

• Strong relationship management and influencing capabilities.

• Ability to succeed in a highly matrixed environment.

• Demonstrated strategic and creative thinking skills.

• Collaborative approach to developing business solutions.

• Must be eligible for employment with a covered financial institution under Regulation Z.

• Must qualify for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.

• A satisfactory criminal background check and credit report check are required.

• Required applicant statements/certifications regarding administrative, civil, and/or criminal findings.

• Willingness to undertake occasional domestic and international travel.

• Ongoing ability to perform sedentary work, manage multiple tasks, operate standard office equipment, sit, concentrate, read, write, type, comprehend instructions, present information, interpret data, and perform basic arithmetic.

🏝️ Benefits

• Base salary ranging from $72,280 to $117,520 USD.

• Variable compensation/incentive awards, including eligibility for cash and/or equity incentives.

• Comprehensive health and well-being benefits.

• Savings and retirement programs.

• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.

• Banking benefits and discounts.

• Opportunities for career development.

• Recognition and rewards programs.

• Regular discussions on career development and performance with management.

• Access to an online learning platform.

• Participation in mentoring programs.

• Engagement in training and onboarding sessions.

• Commitment to an equal opportunity workplace.

• Disability accommodations available during the application process.