Regional Sales Manager – Mortgage Banking - Univest Financial Corporation

Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.  We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.

We're hiring a Regional Sales Manager to join our Mortgage Banking Team in Pittsburgh, PA and Baltimore, MD.  

Recruiting, training, and coaching sales team to achieve production, service, and integration objectives

Developing referral sources for sales group from builder, realtor and professional organizations

Resolving issues which may arise related to consumers or employees in accordance with Univest principles

Organizing the sales team to most appropriately take advantage of the opportunities presented

Making recommendations regarding product needs and changing market factors

Ensuring production quality exceeds standards set by investors and Univest

Ensure sales activities are conducted in compliance with government laws and regulations and in accordance with

Univest’s Policies and Procedures, including the Univest Code of Conduct

Perform additional duties as required

High School Diploma; College degree in business, finance or economics area a plus

Minimum 5+ years in a mortgage sales management role; 10+ years in Mortgage Banking/Real Estate

Proven ability to recruit, train, motivate and manage sales team

Goal oriented, self-starter who can develop and deliver on a business plan

Extensive familiarity with residential mortgage programs (Fannie, Freddie, jumbo, government, HE)

Understanding of structuring deals with consumers and mortgage pricing

Excellent customer service skills with the ability to quickly grasp new programs

Excellent interpersonal skills and can resolve issues (customer or employee) quickly and fairly

Excellent verbal communication skills; solid written communication skills

Demonstrated PC skills, including Microsoft Office. Familiarity with Encompass LOS a plus

Established relationships and credibility in the marketplace with realtors, builders, professional organizations and other sourcing channels

Experience within a regulated banking environment a plus

Wage Range:

The salary for this position ranges starts from $75,000 + Overrides                                                                                                                            

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 25 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.