Apply on Employer Site

Axos Bank · 19 hours ago

Sales Performance & Enablement Manager - Wholesale and Correspondent Mortgage Lending

San Diego, CA

Full-time

Onsite

Mid, Senior Level

$110K/yr - $130K/yr

3+ years exp

Axos Bank is a digital-first financial institution focused on delivering innovative financial tools and services. They are seeking a Sales Performance & Enablement Manager to drive sales excellence in wholesale and correspondent mortgage lending, optimize sales performance, and coach sales teams to achieve measurable outcomes.

Banking

Responsibilities

Lead initiatives that directly increase funded loan volume and account expansion across the WCPL channel

Analyze sales performance, market trends, and pipeline data to identify high-value opportunities and remove friction from the sales cycle

Drive targeted initiatives to boost conversion rates and maximize account lifetime value, directly contributing to revenue growth and client retention

Own and evolve the WCPL Sales Playbook, including scripts, objection handling, and best practices that drive conversion

Collaborate with the National Sales Director to deliver impactful Monthly Business Reviews that spotlight wins, gaps, and growth strategies

Partner cross-functionally with Credit, Operations, and Product to ensure a frictionless client journey from lead to funding

Accelerate adoption of Salesforce tools, pricing engines, and top-of-funnel engagement strategies to streamline workflows, increase seller productivity, and drive pipeline growth

Use AI to sharpen contact strategies, boost approval rates, and increase originator capture and account growth

Develop AI-powered insights from Salesforce, internal and external systems, and NMLS to identify funding trends and unlock new revenue streams

Work with cross functional teams to improve data accuracy and prospecting precision through integrated loan, marketing, and sales engagement analytics

Build and execute high-impact training programs for Account Executives (AEs) and Business Development Associates (BDAs) focused on prospecting, closing, and relationship management

Conduct regular performance coaching sessions with clear KPIs, action plans, and accountability

Maintain Daily Management Boards to track progress and reinforce a culture of performance and ownership

Set and enforce clear sales metrics and performance standards to drive consistent results across the team

Partner with executive leadership to define aggressive sales targets and go-to-market strategies

Monitor competitive dynamics and continuously refine sales tactics to stay ahead of market shifts

Expand broker relationships and deepen client engagement to drive repeat business and referrals

Create structured engagement and lead qualification processes to maximize BDA impact

Define and track performance metrics including lead volume, conversion rates, and partner satisfaction

Develop a strategic roadmap for leveraging Axos ABC to enhance BDA productivity and lead quality

Ensure seamless lead handoffs and client experience through tight coordination with AEs

Growth in total funded volume and active portfolio

Lead generation quality and conversion from BDA efforts

Increased usage and impact of Quick Pricer

Training effectiveness and sales skill development across teams

Qualification

Wholesale Mortgage LendingSalesForceCoaching SkillsB2B Relationship DevelopmentGenerative AI KnowledgeMicrosoft Office SuiteWeb-based Presentation PlatformsReal Estate FinancingSocial Media Proficiency

Required

3+ Years Wholesale/Correspondent/Mortgage Lending Sales and/or Leadership

Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth

Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products

Demonstrated coaching/leadership skills, including any self-developed performance metrics, reports, etc

Experience with web-based presentation platforms (GoToMeeting, Zoom, Meetn, etc.) and conducting highly attended and engaging meetings

Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)

SalesForce experience, familiarity, and acumen

Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)

Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending

Real Estate financing or Real Estate sales experience

Broad understanding and presence in Social Media platforms (LinkedIn, YouTube, Meta)

Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant, etc.)