Director of Sales (Mortgage)

About the role:

As a Director of Sales (Mortgage), your mission is to lead our sales team as they work to master processes and procedures, put SLAs and disciplines in place to meet production goals, while fully complying with all mortgage laws and regulations. You will also be responsible for various innovation initiatives related to improving the delivery of the products to our customers and removing the friction in the processes.

*This is a hybrid position with a requirement of 3 full days in our Omaha, Nebraska office. *

Responsibilities:

• Develop and execute strategic plans to achieve sales targets.
• Lead and manage the mortgage sales team and work to ensure they consistently meet or exceed goals
• Train the sales team to effectively communicate value proposition and overcome objectives
• Understand industry-specific sales trends and landscapes.
• Identify and establish efficiencies around processes and technology
• Monitor phone calls for coaching opportunities and trends for improvement
• Comfortable learning, explaining, and teaching Loan Estimates (LE’s), Closing Disclosures (CD’s) and mortgage documentation with newer loan officers and customers
• Handle customer escalations and follow up on complaints and recommend resolution
• Log customer complaints and follow through with resolution
• Perform routine process reviews, identify opportunities that work to further achieve goals and ensure full compliance with the applicable mortgage laws, regulations, and underwriting guidelines.
• Conduct periodic reviews and provide feedback regarding existing systems and procedures to ensure maximum efficiency and compliance
• Monitor and schedule annual continuing education for yourself and the team to ensure completion prior to the deadline while balancing business need
• Conduct periodic performance reviews providing feedback and suggestions, and make merit based recommendations raises and bonus
• Create and communicate sales goals and ensure leadership is informed on the progress of the goals.
• Other duties as assigned

About you:

• 8+ years of sales leadership experience, showing increasing responsibilities
• Experience leading teams in a performance and matrix oriented environment with proven compliance and regulatory excellence
• Working knowledge of variable compensation strategies that reward performance and balance the needs of our customers
• Expert knowledge of mortgage industry regulations, investor guidelines, and compliance requirements
• Vast customer experience background and ability to resolve complex direct consumer situations
• You seek out and efficiently resolve problems throughout the application process through closing, with a bias towards action for our customers and investors
• Team-oriented work ethic, strong interpersonal skills, ability to quickly build relationships and work well across teams
• Must be willing to be in the Omaha office three days per week

• It is a bonus if:

  • Contact Center experience with talk-desk
  • Licensed or Registered Mortgage Loan Officer

Why join us?

The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.

Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.

About us:

Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.

The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.

Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.