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Sr Team Leader Sales

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The Call Center Team Leader is responsible for overseeing the daily activities of a group Call Center Loan Officers and support staff. This person will be responsible for ensuring the team runs efficiently while achieving and maintaining all established productivity and performance goals. The successful Team Leader achieves client service objectives by preparing and completing action plans; ensuring training currency of all staff supervised; implementing production, quality, and client-service standards; resolving problems; completing quality audits; identifying client service trends; determining system improvements; and implementing change.
The primary purpose of this position is to provide a training ground to develop new Sales Management leaders. This position will increasingly, over time, take on all of the duties of Sales Managers with the ultimate goal being promotion to Sales Manager and an increase of staff under supervision.

Essential Job Functions :

  •  Manage a team of approximately 3-5 Loan Officers and support staff.
  •  Provide leadership and vision to guide your team to achieve individual and team goals.
  •  Ensure team adherence to performance, process, and procedure standards as established by Sales Leadership primarily focused on sales conversion, general productivity, and quality.
  •  Confirm all staff under direct supervision have all necessary training and requisite competencies in sales, products, procedures, processes, and technologies/systems.
  •  Provide developmental plans to team members as needed to drive improved performance.
  •  Maintain a deep understanding of production and activity reports for the team and provide insight and guidance to management regarding strengths, weaknesses, and opportunities.
  •  Monitor team members’ systems activity to ensure appropriate actions, compliance with corporate and regulatory practices, and data integrity.
  •  Facilitate on-boarding of and mentor new Sales and support staff.
  •  Responsible for standard management functions pertaining to staff including, but not limited to time management, and shift management.
  •  Keep informed of trends, changes and developments mortgage industry.
  •  Keep informed of all origination, processing, underwriting and closing requirements for both company and investor guidelines.

Other Related Duties:

  •  Maintain a professional image and standards consistent with company policies and procedures.
  •  Participate in and contribute to Company training initiatives as needed.
  •  Communicate the company’s goals and initiatives to team members.
  •  Ability to maintain flexible working hours including some late week nights to 10PM EST as well as Saturday hours as needed.
  •  Performs other related duties as assigned.
  •  Performs other related duties as assigned.


The intent of this job description is to provide a representative summary of the essential functions that will be required of positions given this title and should not be construed as a declaration of
specific duties and responsibilities of any particular position. Employees will be assigned specific job-related duties through their hiring departments. Specific job-related duties assigned by
hiring departments shall be consistent with the representative essential functions listed above and shall not be construed as expanding a particular position’s role, scope, FLSA status, or grade.