HLC Market Manager

Overview

Producing HLC Managers are responsible for maintaining a full team of highly motivated, self-sustained, top producing Mortgage Originators who operate with integrity, accountability, and professionalism. HLC Managers are also responsible for producing high quality loans that meet Evolve Bank & Trust’s Mortgage guidelines by building relationships with realtors, builders, financial planners, past customers, and other nontraditional sources while providing excellent customer service.

Strong sales and organizational skills are essential.

• Effectively recruit, coach, manage, and motivate a high-performance sales team and administrative staff.
• Independently source and originate loan volume sufficient to meet or exceed organizational goals.
• Develop knowledge of company products, policies and procedures, and underwriting requirements.
• Understand real estate appraisals, title reports, and real estate transactions.
• Inform prospective and existing customers of Evolve Bank & Trust’s programs, rates, policies, underwriting requirements, and loan procedures.
• Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in.
• Develop and maintain a high degree of visibility for Evolve Bank & Trust in the marketplace.
• Establish a managerial presence and a culture of accountability with Mortgage Originators by making them responsible for adhering to the policies, procedures, professionalism, and production requirements of the company.
• Perform miscellaneous duties as needed and required.

• 3+ years sales and/or mortgage industry experience.
• 2+ year sales leadership experience in financial services.
• Meet the Consumer Financial Protection Bureau loan originator qualification requirements.
• Agree to comply with Evolve Bank & Trust policies related to CFPB requirements.
• Meet requirements on financial responsibility, character, credit fitness and criminal background standards.
• Submit to ongoing regulatory requirements including additional screenings.
• Valid NMLS License and SAFE Act compliance are required.

• Demonstrates excellent verbal and written communication skills
• Above average ability to think logically to analyze situations and make sound decisions
• Able to clearly articulate a marketing and business plan that will lead to successful loan origination
• Demonstrates PC skills including Microsoft Office Suite and the ability to use database marketing
• Customer service driven; responsive to client issues and concerns
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources