Manager, Mortgage Advisor

About the role

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving by providing innovative, personalized financial solutions such as personal loans, home equity loans, debt consolidation, financial tools, and education. The Manager, Mortgage Advisor will oversee the development, performance, and day-to-day supervision of the Lendage Mortgage Advisor sales agents, ensuring the team meets sales goals, regulatory requirements, and efficiency targets while collaborating with the Director of Sales to improve sales, operational efficiencies, and productivity.

Responsibilities

• Coaches, inspires, and motivates individual Mortgage Advisors, holding them accountable for individual KPIs, goals, and standards.
• Develops and maintains internal customer relationships with enabling/supporting partners.
• Maintains accurate records of sales and activity reports for each Mortgage Advisor on the team.
• Adheres to all company policies, procedures, and business ethics codes and ensures they are communicated and implemented within the team.
• Ensures the sales team meets or exceeds activity standards for prospecting cadences and discovery calls, application call standards, application submissions according to underwriting guidelines while adhering to minimum standards and quality thresholds.
• Delegates appropriately with responsibility, accountability, and follow-up.
• Sets the professional standard for the Lendage sales team in areas of integrity, commitment, organizational and selling skills, and work habits.

Qualifications

• Strong understanding of the mortgage sales process.
• 5+ years or more of mortgage sales experience.
• 5+ years consultative sales experience in a call center environment.
• 2+ years of actively leading a mortgage team in a call center environment.
• Active NMLS registration.
• Eligible to complete state and federal MLO licensing requirements, including required pre‑license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
• Client‑focused approach with excellent verbal and written communication skills.
• Demonstrable ability to coach sales agents to success.
• Ability to analyze and understand underwriting guidelines and lender requirements across a variety of loan products and programs.

Benefits

• 401(k) with employer match.
• Medical, dental, and vision coverage with HSA and FSA options.
• Competitive vacation and sick time off, plus dedicated volunteer days.
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs.
• Pet care discounts for furry family members.
• Financial support in times of hardship via the Achieve Care Fund.
• A safe place to connect and a commitment to diversity and inclusion through six employee resource groups.
• Mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas; growing remote, work‑from‑home opportunities.