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TIAA Bank: Home Lending Sales Coach


This is a Contract position in Jacksonville, FL posted November 19, 2020.

COMPANY OVERVIEWAs a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

JOB SUMMARYThe Home Lending Sales CoachWill provide key support in coaching and training for Home Lending Sales.

ThisRole will be responsible for mentoring, coaching, training and analyzing LoanOfficers; specifically tasked with working alongside Loan Officers to provideSales coaching in an effort to increase overall performance and customerSatisfaction.

Responsibilities also include designing individual and teamTraining courses and preparing educational material.ESSENTIAL FUNCTIONSPrepares new sales representatives byConducting orientation to sales process and developing individual coachingPlansProvides helpful advice on improving jobRelated challengesEmphasis on conducting side by side coaching toLoan Officers across different channels of Retail Direct Sales and providesDetails summary to leadershipServesAs the subject matter expert in supporting sales staff based on best practiceSales techniques PartnersWith leadership to identify and analyze areas of sales opportunities for productsAnd/or services in support of business goals; monitors the Loan OfficersOverall effectiveness throughout the sales processProactivelyReaches out to the sales teams to uncover inefficiencies in navigation throughPlatforms and processes with special attention being paid to new associates andHelping them get productive in a timely manner RegularlySchedules best practices training and workshops DevelopsAnd maintains training materials related to sales initiatives includingPresentations, job aids, participant handouts, virtual class materials, andOther resources AbilityTo report and present to management learnings and efficiencies that can beGained by working directly with Loan Officers AttendsInternal and external training courses AbilityTravel to Retail Direct sales offices around the countryKNOWLEDGE, SKILLS, AND ABILITIESFamiliarity with sales coaching techniques andE-learning platformsExperience creating training materials andPresentations (i.E.

videos or slides)Excellent communication skills with the abilityTo motivate peopleBroad knowledge of FNMA, FHLMC, FHA/VA, HELOCsAnd Jumbo productsProblem-solving skillsREQUIRED MINIMUM QUALIFICATIONSHigh school diploma or equivalentFive (5) years of mortgage experience in aSales, processing, training, or support capacityThree (3) years of experience as a MortgageSales Coach, Loan Officer, or similar rolePREFERRED QUALIFICATIONSBachelor’s degreePreviousExperience using mortgage origination platforms (Ex.

Empower, Encompass, Velocify,Blend)Equal Employment Opportunity is not just the law, it’s our commitment.

Read more about the Equal Employment Opportunity Law.If you need assistance applying due to being visually or hearing impaired, please email, or call (800) 842-2755.We are an Equal Opportunity/Affirmative Action Employer.

We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Additional InformationRequisition ID: 1730075