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Home Lending - Sales Strategy Support Manager - (Columbus, OH / Jacksonville, FL / Phoenix, AZ / Mil - Jacksonville, FL #7103219

Company: JPMorgan Chase

Date: 12/09/2019

Category: Telecommunications Services

City: Jacksonville, FL

Position Summary:


The Sales Strategy Support Manager manages a team of employees to support the sales effort.


The following activities are assigned to this position:


  • Onboarding of New Consumer Direct HLAs


  • Lead/Guide 60-90 Day New Hire Class


  • Basics of Mortgage GED


  • Systems Training (facilitated by Training Group)


  • Sales skills development and coaching


  • Compliance skills development


  • 45 days of Inbound and Outbound Call coaching


  • Proficiency assessment prior to being released to a team


  • Lead/guide Incumbent development and coaching for HLAs and LMs with Basics of Mortgage knowledge gaps


  • All aspects above


  • Current/trending topics for Continuing development


  • Lead/guide Incumbent development and coaching for HLAs and LMs underperforming in basic Sales Skills


  • Call/app


  • Doc Collection and follow-up


  • Lead follow-up


  • Proficiency assessment to team re-entry


  • Sales Process and sales skills Development Review

Business Description:


Consumer Direct specializes in customer retention and new customer acquisition refinance transactions, purchase money mortgages, eCommerce originations, Corporate Relocation, and Home Equity in all 50 states. Leads for Consumer Direct are sourced from centrally managed direct mail, media advertising, cross sell efforts, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.


Principal Duties and Responsibilities (in order of importance):



  1. Lead and Manage all aspects of the Sales Academy for CD/BSC Home Lending Advisors


  2. Lead and Mange all aspects New Hire development


  3. Improve HLA Sales Effectiveness


  4. Collaborate with Lead Segment Managers on Listening Post Sessions


  5. Coordinate routine sales reporting as needed on a periodic basis


  6. Act as point of contact for all internal partners around development and skill building

Core Competencies:


  • Leadership – understanding how to best serve customers to build the business; setting high standards for excellence and results; clarifying expectations; holding others accountable; and motivating others to achieve/exceed targets and goals.


  • Talent Development - design, development and implement HLA and Lending Manager skill development programs


  • Technical Expertise with Origination Systems and Telephony


  • Sales Development in all 50 states


  • Collaboration – ability to work cross-functionally with peers to achieve common goals

Knowledge and Experience:


  • Prefer 5+ years of Mortgage Sales Management experience


  • Prefer College Graduates


  • Prefer demonstrated performance with large scale projects and project management


  • Prefer exposure to call center technology


  • Proven ability to lead, coach, and mentor at all position levels


  • Solid knowledge of Federal and State regulatory policies and procedures.


  • Strong PC skills, including Excel, Word, Loan Origination Systems a plus, etc.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


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