Sales Manager - West Palm Beach, United States - Primary Residential Mortgage

Primary Residential Mortgage West Palm Beach, United States

3 weeks ago

Description

Position purpose - Responsibilities/Duties/Functions/Tasks

The purpose of this position is to exercise responsibility for the immediate branch production and sales, as well as to enhance PRMI's market position by locating, developing, defining, negotiating, and closing business relationships.

Responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.

Assesses local market conditions, identifies current and prospective sales and business opportunities

Participates in development and research activities that increase branch's strengths, identify potential new markets and business opportunities, increase share of market, and obtain a competitive position in the industry
Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
May be responsible for the strategies of marketing and advertising of specific products
Identifies trendsetter ideas by researching industry and related events, publications, and announcements and tracks individual contributors and their accomplishments
Evaluates options and recommends investments
Examines risks and potentials and estimates partners' needs and goals
Protects organization's value by keeping information confidential
Carries out major assignments affecting business operations of the employer or the employer's customers

o Performs the following tasks in completion of major assignments if the branch manager is a loan originator:

§ collects and analyzes information regarding the customer's income, assets, investments, or debts

§ analyzes applicant data, credit, and collateral property value

§ determines which financial products best meet the customer's needs and financial circumstances

§ provides advice to the customer regarding the advantages and disadvantages of available financial products

§ markets, services, or promotes the employer's financial products

Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
Ensures that all areas of work performance or departments are properly staffed and directed
Provides training, coaching, development, and motivation to bring out the best in each team member
Takes on the responsibility for the orientation and evaluation of all employees
Recommends desirable changes in the policies and goals of the branch and the organization
Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
Addresses customer and employee satisfaction issues promptly
Manages the branch by following high ethical standards and complying with all government regulations
Maintains and enforces personnel policy
Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
Takes prompt corrective action as needed
Increases personal knowledge and expertise in business, appropriate technology, etc.
Follows company policies and procedures
Performs other duties as assigned

Qualifications

Basic reading, writing, and arithmetic skills are required with a strong attention to detail
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Ability to analyze financial data and prepare financial reports, statements, and projections
Ability to motivate teams to produce quality materials within tight timeframes and manage several projects simultaneously
Ability to participate in and facilitate group meetings

Supervisory responsibilities

Manages branch team

Preferences

Knowledge of Microsoft Office and telephone protocol
Ability to type 50 wpm
Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control

Company Conformance Statement

In the performance of assigned tasks and duties all employees are expected to conform to the following:

§ Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.

§ Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.

§ Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.

§ Ensure every action and decision is aligned with PRMI values.

§ Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.

§ Realize team synergies through networking and partnerships across PRMI.

§ Embrace change; act as advocate and role model, promoting an approach of continuous improvement.

§ Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.

§ Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

§ Work effectively as a team contributor on all assignments.

§ Perform quality work within deadlines.

§ Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.

Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies.

The ability to work extended hours may be required.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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