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MUFG Union Bank Lead Generation Specialist Manager, Assistant Vice President, Tempe, AZ in Tempe, Arizona

Lead Generation Specialist Manager, Assistant Vice President, Tempe, AZ - 10041611-WD


Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

Lead Management and the Lead Generation team are key elements of our goal to become a higher-quality, less volatile mortgage business. The Lead Generation team helps drive a consistent flow of quality leads to Mortgage Consultants (MC). Support Mortgage Home Loans Advisory Mortgage Consultants by working with consumers who are shopping for a mortgage and driving qualified consumers to Mortgage Consultants, and by reaching out to customers who have inquired online and/or who have been pre-screened for certain mortgage products.

A Lead Generation Specialist Manager is responsible for all aspects of lead responsibility that begins with selecting the right Lead Generation Specialist (LGS) agents, and onboarding/coaching the LGS agents to ensure the team is contacting clients quickly and converting interest to engagement with the MCs. Ensuring engagement among the Sales Managers and MCs and driving conversion of leads into application.

Management or Supervision:


Major Responsibilities:

  • Recruit, motivate, and coach a team of LGS agents to develop a high caliber team that drives business objectives

  • Communicate business priorities, procedures and objectives to LGS team

  • Develop business strategy that results in market share growth and improved lead management/lead conversion across lead sources

  • Coach and manage staff to ensure consistent performance expectations are achieved

  • Demonstrate expertise in Telephony/Call Center management and associated system technology to maintain and lead new business initiatives

  • Execute daily lead source allocation decisions through the ability to interpret reports, analyze data, and recommend solutions.

  • Communicate horizontally and to senior management to develop and maintain internal partnerships and referral relationships by working collaboratively with all partners (e.g., Sales, Processing, Underwriting, Telephony, Marketing); and sharing information and expertise to identify market needs and sales strategies, provide top quality service, and meet/exceed objectives.

  • Lead routine team meetings, as well as participate in leadership meetings.



  • Prefer 2 years sales management experience

  • Proven ability to lead, coach, and mentor at all position levels

  • Prefer demonstrated performance with large scale projects and project management

  • Prefer exposure to call center technology

  • Strong focus on customer satisfaction as demonstrated in Customer Satisfaction scores and customer comments

  • Strong adherence to compliance regulations

  • Excellent organizational skills

  • Strong PC skills, including Excel, Word, Loan Origination Systems a plus, etc.

  • Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demands

Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Consumer Banking

Primary Location : ARIZONA-Tempe

Job Posting : Feb 10, 2021, 4:03:44 PM

Shift: : Day

Schedule: : Full Time

Req ID: 10041611-WD