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Sales Effectiveness Coach, Direct Lending

Location: Mount Laurel, NJ, United States
Job ID: 1000782

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Job Description

POSITION TITLE: Sales Coach (Direct Lending)

Position Summary:

Reporting to the Sales Director, the sales coach is primarily responsible for working with the loan officers to improve the lead to application efficiency through aggressive group and one-on-one training and coaching specific to the sales process. Also focused on training new loan officers to include licensed ad rookie hires. Overall responsible for training PHH core values and excellent customer service.

Job Functions and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Examples below:

  • Coordinates sales coaching for Loan officers via internal and external programs.

  • Work closely with the Inside Sales Manager to provide one on one sales coaching with inside sales team including: listening to call recordings, making recommendations based on outlined process, managing individual competency models for each Advisor.

  • Actively manage Lending Training team sales coaches to help them be as efficient and effective with development of existing and new loan originators.

  • Improve overall productivity per advisor- to include conversion, quality, pull-through and efficiency. Including measuring key performance indicators and reporting results to management.

  • Work with employees on PIP to help them improve their metrics and hit minimum performance standards.

  • Implement group sales training specific to each lead source.

  • Develops and manages the planning, curriculum, systems, sales training and continuing education program requirements for the sales force.

  • Increases competency and productivity of experienced Loan Officers (LOs) and the sales force as a whole through group and individual training

  • Coordinates with Operations to ensure that the LOs are up to date on changes in products, programs, policies, and new system updates that impact overall performance.

  • Coordinates with the PMO to ensure the sales team is thoroughly trained on new system releases

  • Collaborate with sales management and process engineers to help improve, document and communicate overall sales process based on targeted segment.

  • Assist with other training initiatives within the Lending training team and the broader Ocwen training team.

  • Provide continuing and ongoing education to constantly reinforce product and sales knowledge.

  • Analyze training programs to determine training effectiveness.

  • Other duties as assigned or needed.


  • Minimum of 3 -5 years of sales training, preferably in the mortgage industry.

  • 1 Year of experience as Mortgage Sales Coach or Mortgage Sales Manager

  • Other mortgage experience in non sales related roles helpful to ensure a strong understanding of the mortgage industry.

  • Proficiency in one on one and group coaching and mentoring.

  • Proficiency in developing sales processes.

  • High energy and engaging training style.

  • Proficiency working collaboratively with sales leaders to provide support while not managing team members.

  • Ability to analyze data and make recommendations to senior leaders.

  • Excellent written and oral communication skills.

  • Ability to manage priorities.

  • Versatility, flexibility and a willingness to work within constantly changing priorities with enthusiasm.

  • Proficiency in Microsoft Office, specifically Excel, Outlook and Power Point and online training software applications.

  • Ability to leverage technology to increase efficiencies and cost savings.

  • Must possess good judgment, leadership and business skills.

  • Ability to be a creative, flexible and innovative team player.


  • Coordinate multiple tasks simultaneously.

  • Collect, interpret, and/or analyze complex data and information.

  • Understand and respond to a diverse population.

  • Ability to teach in front of a group in person, via the telephone or some other form of technology.

  • Ability to use a computer, telephone and other general office equipment.


  • Work in office or remote

    Company Summary:
    PHH Mortgage, a wholly owned subsidiary of Ocwen Financial Corporation, is one of the largest subservicers of residential mortgages in the United States. PHH Mortgage provides servicing solutions to companies who own mortgage servicing rights and offers portfolio retention services to extend and enhance customer relationships .

    Located in Mount Laurel, New Jersey, PHH has been providing mortgage lending and servicing solutions since 1984 and is dedicated to responsible and ethical practices while delivering an exceptional customer experience. We strictly focus on subservicing and portfolio retention allowing our diverse professional clients – representing some of the largest and most recognizable financial and wealth management institutions, investors of MSRs, regional and community banks, and credit unions – to concentrate on their core businesses, while providing borrowers with exceptional customer service throughout the life of their loans.

    Adhering to the highest levels of risk and compliance, built to bank-like standards, we build relationships with our clients and their customers to promote a philosophy of retaining “customers for life.” We strive to be a natural extension of each client’s team, helping them to keep their expenses down, borrowers satisfied and service levels up while meeting today’s regulatory demands and changing market conditions.

    Ocwen and its subsidiaries are proud to be equal opportunity workplaces. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.

    Disclaimer: This Role cannot be performed in the state of Colorado

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