Regional Wholesale Sales Manager

About the Company

BluePoint Mortgage is committed to helping independent mortgage brokers gain a larger share of the market by providing excellent service and a seamless process that will improve the experience for their borrowers.

With over 30 years in the industry and an unwavering focus on the wholesale channel, BluePoint Mortgage has consistently provided its brokers with exceptional resources and pricing on investment property loans (DSCR), bank statement loans, various non-QM products, and Conventional, VA, and FHA programs.

BluePoint Mortgage has been recognized as a top wholesale mortgage lender by Scotsman Guide and has been awarded the OC Register's top workplace multiple years in a row.

Responsibilities

• The Wholesale Sales Manager will be responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale lending
• Responsible for achieving sales goals on a monthly, quarterly, and annual basis
• Provide day-to-day mentoring, coaching, training, broker relationship building, sales region development, and management guidance to assigned staff
• Perform all duties by company policies and procedures and all state and federal regulations
• Responsible for promoting BPM's loan programs, including Non-Agency/Non-QM, Government, Conventional, 2nd Mortgages, and other specialty lending products
• Carries out supervisory/management responsibilities by the organization’s policies and applicable laws, including hiring and training employees; planning, assigning, and directing work; monitoring performance; rewarding and disciplining employees; addressing complaints; and resolving problems
• Manage and coach direct reports to achieve region objectives and sales goals, including establishing appropriate timelines, monitoring progress, and course correction as necessary
• Mentor, coach, and assist Account Executives in building & maintaining exceptional relationships with brokers and setting up new broker relationships
• Supervise loan submission, maintain high levels of service, and manage for high quality and timely results within an assigned sales region
• Responsible for the timely completion of regional sales forecasts
• Prepare daily, weekly, and monthly production projections and report projections/findings to management
• Ensure that Account Executives are updating the CRM system with sales activities, marketing efforts, and broker/contact records they are soliciting
• Review and validate the completeness of new broker applications submitted
• Resolves any sales or operational issues that may arise in the most efficient manner and in line with company guidelines
• Partner with operations staff to ensure expedient process of file flow
• Responsible for communicating, implementing, and maintaining marketing strategies and policy and procedure changes within assigned region
• Ensure that all sales activities and operations are performed in compliance with local, state, and federal lending regulations and laws
• Participate in the development and facilitation of training and presentations for sales meetings, training sessions, etc
• Assist senior sales leadership in the budgeting process and development of regional goals
• Will attend and represent BPM at trade shows or industry meetings from time to time

Qualifications

• Minimum 5 Years of TPO experience
• Demonstrated sales management skills
• Must have established and active producing team of Account Executives
• Expert knowledge of FHA, VA, Conventional, and non-agency/Non-QM products, guidelines, and requirements
• Knowledge of State and Federal lending regulations
• Complete understanding of credit, title, escrow, underwriting, loan processing and closing functions
• Excellent verbal, written, and communication skills
• Excellent organizational skills with the ability to adapt quickly and effectively to change
• Strong and proven decision-making and problem-solving ability
• Excellent customer service, leadership, and management skills
• Knowledge of Customer Relationship Management (CRM) systems or ability to learn it
• Excellent understanding of non-agency lending
• Excellent knowledge of the mortgage origination process
• Excellent understanding of non-agency/Non-QM and specialty products lending
• Knowledge of BPM policies, procedures, guidelines, and organization structure
• Knowledge of underwriting guidelines and investor requirements generally in the mortgage industry with the ability to learn BPM policies
• Ability to learn quickly and retain information about BPM, its sales process flow, its products, and the specialty lending industry
• Ability to follow BPM lending loan protocols
• Ability to proactively address and resolve interpersonal conflict
• Ability to understand complex problems and to collaborate and explore alternative solutions
• Bachelor’s degree or equivalent work experience 2 to 5 years of mortgage banking

Benefits

• Base pay plus an industry-leading commission plan
• Comprehensive healthcare plans
• Plus, a discretionary 401(k)