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Producing Team Leader

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The Producing TL for Sales provides leadership and guides a team of Loan Advisors to achieve individual and team goals.

Essential Job Functions:

  • Communicate the company’s goals and initiatives to team members –      provide developmental plans to team member s as needed to drive improved      performance
  • Participate in and contribute to Company training initiatives as      needed
  • Report team standings (service, production, expectations) to Sales      Management
  • Responsible for agreed-upon minimum average monthly loan volume      goals and minimum conversion metrics
  • Ensure team members are held accountable to Company production,      activity, and quality standards
  • Monitor team members to ensure Compliance and adherence to sales      scripts and setting customer expectations and creating a sense of urgency
  • Manage team member turn times on speed of Docs Returned, leveraging      e-acknowledgement and e-signatures technology
  • Champion Company culture, acting as a source of information and      inspiration for Team Members
  • Monitor team member systems to ensure appropriate actions,      conversions, and data integrity
  • Responsible for production and activity reports for the team;      including    Lead Sources and internal administrative      reporting
  • Key contributor to the monthly recruiting results within the area
  • Personally produce applications while assisting other team members      to do the same
  • Learn leadership and management best practices from the team’s      Senior Team Lead and Sales Manager
  • Must be willing to work 4 ten hour days Wednesday, Thursday, Friday      & Saturday 10hr shifts



Other Related Duties:

Performs other related duties as assigned.


Supervisory Responsibilities:

This position has no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Individual should be even tempered and detail oriented, Mentoring and communication skills are imperative to communicate at all levels. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • 2 years of sales management experience in the mortgage industry, at      least 5 years of mortgage origination.
  • Current leadership responsibilities overseeing mortgage loan origination
  • Experience training and developing others in the mortgage industry
  • Experience creating and delivering one-on-one and group      presentations
  • Success in growing sales and revenue goals (must be verifiable)
  • Consistently achieves personal production goals
  • Experience working in a high-volume and fast-paced sales environment
  • Experience in prospecting, cultivating, and maintaining new and      existing relationships from various sources
  • Proficiency in telephone prospecting and closing
  • Strong communication and interpersonal skills are essential for this      role.


Education and/or Experience:
Bachelor’s degree (B.A) from four-year College or university; or one to two years related experience and/or training; or equivalent combination of education and experience.


Certificates, Licenses, Registrations:


  • Must have NMLS and SAFE, UST preferred.
  • Must have a at least 1 active licenses


Language Skills:

Ability to read and interpret documents such as policy and procedure manuals, safety rules, operating and maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Reasoning Ability:

Ability to solve practical problems and solve a variety of concrete variables in situations where only limited standardizations exists. Ability to intemperate a variety of instructions furnished in written, oral, diagram, or schedule form.


Customer Service Relationships:

Assesses and diffuses problem situations and requires influencing others to reach consensus. Requires tact and diplomacy to handle difficult customer relationships. Explores alternatives and creative solutions to meeting the needs of customers.


Work Complexity:

Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents.

Work Environment:

Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may te