Bank of America Retail Sales Manager – Aliso Viejo, CA in Aliso Viejo, California

Job Description:

Advise potential borrowers regarding appropriate loan programs and the loan process. Engage in loan origination activities that include calling on Realtors, Builders, Affinity partners or other B2B business partners in the community. Participate in community or trade events for the purpose of promoting the Company. Quoting rates, programs and taking loan applications, and conducting loan support activities that encompass the point of sale. In addition, recruits, hires, coaches, counsels subordinate sales people and monitor sales activities within their sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product training. Prepares and participates in Realtor/Builder functions including open houses and conventions. Monitor and analyze financial profitability; product penetration, opportunity and market share capture. Manage expense controls, draw management, pricing exceptions, pricing, and bonus reports. Work with ROCs, ROMs, quality control units, and other support units to enhance profitability, production and quality control.

  • Creates a sales business plan and executes the sales, pricing, loan management and customer relationship activities

  • Develops new mortgage business through existing and prospective business referral sources

  • Works directly with customers to originate loans and develop referral network, solicits customers through third parties such as realtors and builders

  • Recruits, develops, leads and retains a small number of MLOs

  • Reports to Branch Manager

Posting Date : 01/18/2017

Location : US-CA-Aliso Viejo

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Monday - Friday

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