New Penn Financial

  • Team Leader - Sales

    Job Locations US-OH-Worthington
    Job ID
  • Overview

    Partners United


    If you would like to work with a great manager with an awesome team, apply to be a Team Leader with Partners United. Partners United is a JV with New Penn Financial and is a strategic partnership with HER Realtors.


    Primary Function: 

    Producing manager with ability to recruit and manage a team of successful self-source loan officers


    • Manages loan originator sales performance, motivation, scheduling, training, and administration of policies/procedures
    • Ensures originations team is presenting loans at appropriate rate, amounts, terms that comply with Partners United Financial program guidelines
    • Reviews sales pipeline on daily/monthly basis in order to achieve monthly sales goals
    • Advise Area Manager, and assists in resolution of, customer complaints concerning any area of the company
    • Assists in training/development of loan originators to function in all aspects of loan originations and selling techniques in a sales environment with marketing-supported leads management
    • Works with the Area Manager to achieve team/department goals
    • Maintains personal and team compliance with Partners United Financial Code of Conduct
    • Collaborates with the Operations Department to assist in the flow of production/sales
    • Recruits, interviews and selects self-source loan originators
    • Keeps informed of developing trends in the industry
    • Coordinates scheduled meetings, training sessions and courses as needed for the call center operation
    • Performs related duties as assigned by supervisor


    • Four (4) year business or finance degree preferred
    • Must have proven extensive sales experience in the retail mortgage industry
    • Prior management experience a plus


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