Mortgage Sales Manager

UpEquity is a new type of mortgage lender that empowers buyers to win in the most competitive markets. We ensure that our buyers are getting the most competitive rates and closing faster than the market average. We work with buyers AND agents and are looking for the best of the best to support these strong relationships. UpEquity is looking for motivated and driven individuals to join our growing, dynamic team!
As a Mortgage Sales Manager, you'll be responsible for a variety of tasks including but not limited to:

• Achieving growth and hitting sales targets by successfully managing and motivating Account Executives for higher-level results
• Consistently monitoring Daily Task and Productivity Points for completion and follow through to ensure no gaps or missed opportunities.
• Partner with Sales Leadership on business planning and strategy for the Sales Organization.
• Effectively communicate sales direction and procedural changes both individually to staff and in group settings once a week.
• Accountable for pipeline management, reporting, and action plans.
• Recognize training opportunities by handling case by case and collaborating with Sales Trainer for complete coverage.
• Assist Account Executives in planning their day, follow through of assignments and set up of loan files
• Assist Senior Leadership in all facets of sales planning, inclusive of regular updates to quotas, headcount, and sales plans
• Conducting and evaluating job applicants for core skill sets
• Manage account assignments ( Salesforce.com ) and mediate/drive account assignment discussions and decisions between Sales Management across segments
• Presenting sales results and data to leadership and analyzing trends for improved results.
• Accountable for owning several programs and processes while identifying, defining, and implementing scalable improvements for our organization

Our ideal candidate has:

• 3+ years of proven experience in revenue/sales operations in the mortgage industry
• Expert proficiency in Salesforce and Meridian Link and working knowledge of business intelligence tools
• Experience in forecasting, data analytics, and modeling
• Passion for pioneering innovative, highly effective tools processes
• An innate desire to help others succeed, and gain a tremendous sense of accomplishment when they do as a result of your work
• The ability to utilize data insights to drive decision-making and can give examples of how you have done this in the past.
• The ability to take on multiple projects at a time because you are highly organized, prioritize your tasks, and communicate when you need help
• Excellent communications skills including, presenting, editing, and writing as well as accuracy and attention to detail required

Being a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. We offer:

• Competitive compensation
• Unlimited PTO (yes, unlimited) + 13 holidays to enjoy work/life balance
• Health benefits - Medical, Dental, Vision
• Opportunities for growth and continuous development
• An exciting and positive work environment - we have snacks and drinks for you daily!
• Weekly happy hours and frequent team building activities

Important Details:

• You must reside in Austin or be willing to self-relocate
• You must be willing to work 80% in the office (we offer 1 day Work-from-home/week)

For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com .
UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.