June 1, 2021
Lake Forest, California
Job Type
60,000 plus commission and bonus


Advisors Mortgage branch in Lake Forest, CA is looking for an experienced, qualified team leader to manage our team and provide
effective guidance. You will be responsible for supervising, managing and motivating team
members on a daily basis. The goal is to keep the department running in an efficient and
profitable manner.As a team leader, you will be the contact point for all team members, so your communication skills should be excellent. You should also be able to act proactively to ensure smooth team operations and effective collaboration. Ultimately, you should lead by setting a good example and engage the team to achieve goals.

Founded more than 20 years ago in NJ, Advisors Mortgage Group has spread across the country with more than 41 branches in 28 states. We were founded as a company firmly rooted in its community, dedicated to improving the lives of our customers, while building a reputation for excellence and respect. Our promise goes two ways. Not only are we dedicated to excellence within our community, but we strive to foster a supportive and rewarding working environment for our employees. We want
to offer our customers the best, most dedicated partners. In order to do this, we have built a corporate culture that attracts top tier employees, who feel the same commitment as our founders.
Advisors Mortgage Group was recognized as one of the best places to work in NJ EIGHT
YEARS IN A ROW.  Advisors Mortgage Group considers their employees to be family. Our employees don’t just have jobs, they have careers. We value and appreciate longevity.
The mortgage industry generally follows the housing market and has faced severe ups and downs over the last few years. Unlike most lenders out there, Advisors has not engaged in mass layoffs or downsizing in response, because we value and respect our team.


 Set sales goals, compare performance to goals, and adjust goals as needed
 Assess current team processes and procedures, identify opportunities for improvement,
and implement them
 Identify Key Performance Indicators (KPI’S)
 Provide detailed and accurate sales forecasts
 Coach, mentor, and provide feedback to team members
 Foster a competitive yet collaborative team environment
 Assess individual performance through observation and measurement, and suggest
corrective actions as needed
 Assist with ongoing training for team members


 5 years of experience in sales
 Strong oral and written communication skills
 Proven ability to lead a team to meet quotas
 Excellent leadership skills
 Experience setting sales goals
 Results-oriented with strong analytical skills
 Deep understanding of CRM systems and best practices
 Proficient in Microsoft Office
 Bachelor's degree in Business, Marketing, Communications, or related field is Prefered

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