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Sales Operations Manager – Yorba Linda

Bank of America | Costa Mesa CA 92626 USA | Full Time | Posted: 11/19/2019

Job Descriptiontop

Job Description:

The primary focus of the Sales Operations Manager II (SOM II) position is to manage the daily operations of the Sales Office.  These responsibilities may include but not be limited to sales processing compliance and pipeline management as well as client escalations and staff development.  The SOM II may be the customer point of contact for activities following the initial credit decision and must be able to effectively communicate to the customer. Tasks include managing the loan process including acting as a proxy for the Home Loans Manager on customer escalations and pricing exceptions. However a SOM II cannot take application quote rates or sell products. They will serve as a liaison for the loan center and the customer. The SOM II will also follow up on routine reporting to ensure branch associates complete all required compliance actions customer affirmation obtained decline counter offer to customer etc. and may conduct training as needed. Support higher volume branches and manages branch aligned Mortgage Loan Coordinators in this single incumbent role.

This position is subject to SAFE Act registration requirements. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Primary Areas of Focus:

  • Drive Customer Experience and Operational Execution
  • Serves as Sales subject matter expert for operations, reporting and processes
  • Coaches Sales employees to meet bank and regulatory requirements
  • Daily review of the sales pipeline to identify and address high level risks and opportunities for coaching in partnership with the Home Loans Manager (HLM) and Retail Sales Manager (RSM)
  • Manages new hire development and proficiency with systems, technology, product and procedures
  • Manages departed LO pipeline
  • Manages sales office and Pinnacle Club Mortgage Loan Coordinators (MLC) alignment and daily activities 
  • Integration with key centers of influence within the Home Loans Organization (Sales, Fulfillment, National Retail Credit Lending) 

Required Skills: 

  • Strong ability to read and interpret mortgage regulatory and product guidelines
  • Excellent problem solving skills
  • Highly proactive mindset
  • Strong verbal and written communicator to a wide variety of audiences, including Sales and Fulfillment associates and leaders
  • Excellent MS Excel skills (Filtering, Pivot Tables, V-Lookup) 

  • Desired Skills:
  • Former Underwriting/Fulfillment background preferred but not required
  • Former Sales Management background preferred but not required

Shift:

1st shift (United States of America)

Hours Per Week:

40

Job Detailstop

Location Costa Mesa, CA, 92626, United States
Categories Manufacturing/Production/Operations

Location Maptop

Contact Informationtop

Contact Name -
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Job Code 19056196-1
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