Mortgage Sales Support Manager

atUMB BankRemoteUS flagMissouriFull-timeSalesMid-levelSenior$67.9k – $99.8k/year

Posted Aug 13

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

📋 Description

• Provide operational and sales support for the mortgage sales team.

• Oversee and mentor a small group of Mortgage Loan Originator Assistants (LOAs).

• Support Mortgage Loan Originators (MLOs) with technology and daily requirements to enhance loan productivity.

• Manage the daily pipeline to ensure quality, efficiency, timely loan delivery, and an excellent customer experience.

• Guide LOAs in assisting both internal partners and external customer communications.

• Review pipelines for targeted decision dates and rate lock expirations.

• Assist in the onboarding and training of sales associates on policies, procedures, the Loan Operating System (LOS), and daily responsibilities.

• Utilize credit bureau provider software for various scenarios, repulls, and reissuing credit reports.

• Evaluate performance through sales scorecards and spreadsheets.

• Support the sales team's CRM system with marketing materials and flyers.

• Build relationships with mortgage partners to identify training needs.

• Monitor internal and external referral sources to optimize sales opportunities.

• Assist MLOs with AUS errors, loan restructuring, document copying, issue resolution, and communication to all involved parties.

• Coordinate with mortgage leadership on origination activities, requirements, and challenges.

• Execute other assigned duties as needed.


⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 5 years of experience in mortgage banking or a mortgage lending setting, ideally in a sales or sales-related role.

• S.A.F.E registration is mandatory at the time of employment.

• Must maintain an active registration with the National Mortgage Licensing System Registry.


🏝️ Benefits

• Paid Time Off.

• 401(k) matching program.

• Annual incentive pay.

• Paid holidays.

• Company-sponsored medical, dental, vision, and other insurance coverage.

• Health savings, flexible spending, and dependent care accounts.

• Adoption assistance.

• Employee assistance program.

• Fitness reimbursement.

• Tuition reimbursement.

• Associate wellbeing program.

• Associate emergency fund.

• Various banking benefits for associates.

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