Mortgage Sales Support Manager

UMB’s mortgage team was started in 2013 when UMB made the decision to bring the entire mortgage process in-house. The team is comprised of many associates who have been in the mortgage field for 10 or more years. The mortgage sales team, which includes the Mortgage Loan Originator, is vital in attracting new clients by building relationships with internal stakeholders, real estate agents, and other partners.

About the Role

The Mortgage Sales Support Manager provides sales and operational support for the mortgage sales team. This role supervises a small team of Mortgage Loan Originator Assistants (LOAs) and assists Mortgage Loan Originators (MLOs) with technology and day-to-day needs to grow and maximize loan productivity. The incumbent will support sales by managing the daily pipeline to drive quality, efficiency, and timely loan delivery to the operational team while focusing on the customer experience.

Responsibilities

• Train and supervise LOAs to ensure best execution in supporting MLOs with loan origination tasks and duties throughout the entire loan process.
• Mentor LOAs in conducting the team concept to assist internal partners with external customer communication, providing a smooth and seamless customer experience.
• Assist MLOs in optimizing performance through quality expectations and daily pipeline review for decision dates and rate lock expirations.
• Assist in onboarding and training current and new sales associates regarding policy, procedures, the Loan Operating System (LOS), and daily tasks.
• Be proficient in credit bureau provider software to pull scenarios, handle repulls due to frozen bureaus, and reissue existing credit reports.
• Measure achievements through sales scorecards and spreadsheets for individual results.
• Assist the sales team with the Customer Relationship Management (CRM) system for flyers and other marketing materials.
• Develop and maintain close relationships with mortgage partners to identify new training opportunities for the sales team.
• Track internal and external referral sources to maximize sales opportunities.
• Guide MLOs with AUS findings, loan restructuring, copying files to solve problems, and communicating resolutions to all parties.
• Communicate regularly with the mortgage leadership team on mortgage origination activities, needs, and problems.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5+ years’ experience in mortgage banking or a mortgage lending environment, preferably working with Sales or in a Sales capacity.
• Requires S.A.F.E registration at the time of employment and maintaining current registration with the National Mortgage Licensing System Registry.

Pay

Compensation Range: $67,869 - $99,836. The posted compensation range represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Benefits

• Paid Time Off.
• 401(k) matching program.
• Annual incentive pay.
• Paid holidays.
• Comprehensive company-sponsored benefit plan including 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 associate banking benefits.

Benefit offerings and eligibility requirements vary.