**Essential Duties and Responsibilities** + Responsible for the management of others and assists with training efforts to mortgage sales team + Oversees origination activities of Mortgage Consultants, ensuring complete, accurate, and compliant mortgage applications + Ensures appropriate sales coverage support and execution to manage and optimize mortgage origination volume + Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff. Keeps management apprised of personnel. + Interprets, applies, documents, and recommends changes to organizational policies and procedures. + Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with advisors/clients as needed; identifies trends and implements corrective action as necessary. + On point as first line for escalations, complaints, and providing guidance as it relates to mortgage originations. + Assists Mortgage Consultants with pricing and credit exception approvals as needed + Provides guidance to complex problems and needs. + Promotes strategic direction and develops tactical plans and completes complex assignments with substantial latitude + Develop and maintain strong relationships across all levels of the organization + Builds and maintains strong relationships with Financial Advisors (FAs), providing support and resolving complex client escalations + Conducts regular team meetings to review pipelines, identity opportunities, and align on strategic goals + Maintains a reputation for operational excellence and execution, earning the trust of FAs and clients + Monitors progress of strategic initiatives and leads special projects as needed + Fosters cross-functional collaboration and maintains strong relationships across all levels of the organization + Provides leadership, guidance, and training to team members, fostering a culture of continuous improvement + Identifies process and procedure improvement opportunities and implements best practices to enhance efficiency and compliance + Ensures adherence to all regulatory requirements and internal policies + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Mortgage lending products, processes, and regulatory requirements (e.g. RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs + Financial advisory practices and the integration of mortgage solutions into broader wealth management strategies + Sales management principles, including pipeline development, forecasting, and performance metrics + Expert knowledge of mortgage products + Risk management and compliance frameworks within financial services + Organizational policies, procedures, and systems related to mortgage operations + Competitor offerings and market trends in mortgage and real estate finance + Established organizational policies, strategies, and procedures for PCB product offering **Skill in** + Leading, coaching, and developing high performing sales teams to achieve objectives/goals + Building and maintaining strong relationships with internal stakeholders, including FAs and senior leadership + Using appropriate interpersonal skills to communicate effectively, both orally and in writing, with all organizational levels + Communicating effectively across all levels of the organization, both verbally and in writing + Managing multiple priorities and projects in a fast paced, deadline driven environment + Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment. + Resolving complex client and operational issues with professionalism and efficiency + Using loan origination platforms and productivity tools + Conducting effective team meetings, training sessions and performance reviews + Maintaining poise, presence, and professionalism with advisors and their affluent clients in the most difficult circumstances. + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Support mortgage sales growth while ensuring operational excellence and regulatory compliance + Leading others to achieve objectives/goals + Effectively address concerns or challenging questions when they arise + Facilitate meetings ensuring that all viewpoints, ideas, and problems are addressed + Demonstrating leadership, initiative, and comfort working in a fast-paced environment + Gathering and compiling information and data + Maintaining poise, presence, and professionalism with advisors and their affluent clients in the most difficult circumstanc + Influence and inspire team members to achieve individual and collective performance targets + Navigate and adapt to a dynamic regulatory and competitive landscape + Collaborate cross functionally to enhance the client experience and streamline operations + Clearly communicate regarding decisions, changes, and other relevant information + Establish and maintain effective relationships at all organizational levels. + Solve problems creatively and independently while maintaining professionalism and integrity **Education/Previous Experience** + Bachelor’s Degree in Finance, Accounting or Business Administration with a minimum of ten (10) years of experience in mortgage lending with a minimum of five (5) years of demonstrated business development experience and management experience + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications: ***SIE not required***** + Series 7 securities license preferred + Completion of formal credit training preferred + NMLS required **Travel Required:** + **Yes** , 10 % of the Time