Achieve Logo

Achieve

Manager, Mortgage Advisor

Posted 3 Hours Ago
Be an Early Applicant
Hybrid
Tempe, AZ
Senior level
Hybrid
Tempe, AZ
Senior level
Leads and supervises mortgage advisor sales agents, driving sales goals, compliance, productivity, and operational efficiency. Coaches team members, monitors KPIs and activity reports, ensures adherence to underwriting and application standards, delegates responsibilities, and partners with sales leadership on improvement initiatives. Requires active NMLS registration, mortgage licensing eligibility, extensive mortgage and consultative sales experience, call center leadership, and knowledge of underwriting guidelines and loan programs.
The summary above was generated by AI
Job Description
The Manager, Mortgage Advisor will be responsible for the development, performance, and day-to-day supervision of the Lendage Mortgage Advisor sales agents ensuring the team is meeting sales goals, regulatory requirements, and other efficiency targets in line with company vision and values.
The Manager, Mortgage Advisors collaborates with the Director of Sales to establish plans to improve sales, operational efficiencies, and productivity of the individual Mortgage Advisors while directing improvement initiatives. The Manager contributes to individual and process development for Mortgage Advisors including training, coaching, and performance feedback.
How You'll Contribute:
  • Coaches, inspires and motivates holding individual Mortgage Advisors on their team accountable for individual KPI's, goals and standards
  • Develops and maintains internal customer relationships with enabling/supporting partners.
  • Maintains accurate records of sales and activity reports for each Mortgage Advisor on their team
  • Adheres to all company policies, procedures, and business ethics codes and ensures they are communicated and implemented within the team.
  • Ensures sales team meets or exceeds all activity standards for: prospecting cadences and discovery calls, application call standards, application submissions according to underwriting guidelines while adhering to minimum standards and quality thresholds.
  • Delegates appropriately with responsibility, accountability, and follow-up.
  • Sets the professional standard for the Lendage sales team in areas of integrity, commitment, organizational and selling skills, and work habits.
  • Hold an active NMLS and state mortgage licenses as required

Qualifications
What You'll Bring:
  • Strong understanding of the mortgage sales process
  • 5+ years or more of mortgage sales experience
  • 5+ years consultative sales experience in a call center environment
  • 2+ years of actively leading a mortgage team in a call center environment
  • Active NMLS registration
  • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
  • Client-focused approach with excellent verbal and written communication skills
  • Demonstrable ability to coach sales agents to success
  • Ability to analyze and understand underwriting guidelines and lender requirements, across a variety of loan products and programs.

Additional Information
All your information will be kept confidential according to EEO guidelines.
Achieve well-being with:
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Join Achieve, change the future.
At Achieve, we're changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
#LI-KM1
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner.

Similar Jobs at Achieve

4 Days Ago
Hybrid
Entry level
Entry level
Fintech • Professional Services • Sales • Financial Services
Supports the design, development, integration, and deployment of AI-powered applications, agents, and workflows. Builds LLM, RAG, and agentic solutions; connects AI systems with enterprise platforms; contributes to prompt libraries, evaluation frameworks, monitoring, and reliability improvements. Collaborates with senior engineers and business stakeholders to translate organizational needs into maintainable software across customer service, lending, finance, legal, HR, and operations.
Top Skills: Agentic Ai FrameworksAPIsAWSAzureGCPLarge Language Models (Llms)Machine LearningModel Context Protocol (Mcp)Retrieval-Augmented Generation (Rag)Version Control
4 Days Ago
Hybrid
Senior level
Senior level
Fintech • Professional Services • Sales • Financial Services
Leads Oracle Fusion Cloud Financials engineering across GL, AP, AR, Fixed Assets, Cash Management, procurement, and FCCS. Designs integrations, reporting frameworks, data models, and finance automation using AI, LLMs, anomaly detection, and predictive analytics. Partners with Finance, Accounting, IT, and Data Engineering to improve close cycles, reconciliations, audit readiness, and reporting. Provides technical leadership, documentation, operational support, troubleshooting, and mentorship.
Top Skills: Agentic AiAi FrameworksBoomiEpm CloudETLExcelFrsGenerative AiLarge Language ModelsOracle FccsOracle Fusion Cloud FinanceOracle Integration CloudOracle OtbiPower BIRestSmart ViewSoapSQLTableau
7 Days Ago
Hybrid
85K-130K Annually
Senior level
85K-130K Annually
Senior level
Fintech • Professional Services • Sales • Financial Services
Close personal loan sales from warm leads using consultative selling, managing up to 20 active transactions, addressing customer needs, and exceeding performance metrics. The role requires inside sales experience, strong closing ability, CRM proficiency, and availability for an eight-hour shift including one weekend day. Hybrid work is available in the Phoenix metro area, with remote options in Texas and Florida; training requires attendance at the Tempe, Arizona office.
Top Skills: CRMSalesforce

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account