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Team Lead, Direct Lending Sales

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Location: West Palm Beach, FL, United States
Job ID: 1000525

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Job Description

Reporting to the Supervisor of Sales Support, The Team Lead is primarily responsible for managing and developing a team up to 24 Sales Support Agents. The primary objective of the business unit is to support Loan Officers, to increase pull through from lock to submission and decrease the cycle time for the Loan. This position is critical to the success of the sales organization, and will be expected to work cross functionally and partner with Loan Officers, Underwriting, and Processing to promote efficiency and production throughout the Sales Organization.


  • Daily supervision of sales support agents including adherence to key metrics, time blocks, scheduling, technical skills.
  • Development and improvement of overall processes of Sales Support Team.
  • Sending daily reports, assigning loans, pipeline management, time card management, and call monitoring.
  • Responsible to provide ongoing coaching and mentoring to Sales Support Agent to drive efficiency and increased sales production
  • Recruiting, training and developing new agents.
  • Measuring and reporting of daily team production and participation in monthly leadership meetings


  • High school diploma, GED or military equivalent experience required.
  • 1-2 years of administrative work experience. Mortgage industry experience helpful, but not required.
  • Ability to work in a high volume, fast-paced environment.
  • Basic understanfing of (or the ability to quickly learn) mortgage documents and terminology.
  • Timely and punctual.

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