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MUFG Union Bank Mortgage Direct Sales Manager, Vice President, Tempe AZ in Tempe, Arizona


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.


Reporting to Mortgage Direct Channel Manager, the Mortgage Direct Sales Manager is responsible for managing a team of mortgage consultants focusing on coaching, training, pipeline management and supervision while maintaining a small pipeline of individual production.

Major Responsibilities:

  • Leadership (80%):

  • Sales Manager leads and provides supervision for a team of 8-12 MCs.

  • Responsibilities include monitoring and coaching sales calls and ensuring phone calls are answered within standards established.

  • Sales Managers lead team in relationship management, sales and customer service and resolve escalations.

  • Sales Managers provide guidance and training for MCs with questions or complex loan scenarios, manage file quality and loan pipeline.

  • Other responsibilities include organizing and leading campaigns, contest and sales efforts and recognizing MCs.

  • Loan production (20%):

  • Sales Manager is responsible for originating mortgage loans via inbound and outbound phone calls and web contacts in the Mortgage Loan Direct call center.

  • Using consultative selling, Sales Managers completes loan interviews over the phone with customers, leads and prospects and matches the Bank's mortgage products to needs.

  • Sales Manager is responsible for completing comprehensive loan application packages and submitting them to a centralized processing center.

  • Other responsibilities include cultivating referral relationships with the Bank branches to grow loan origination volumes.


  • 5 years of mortgage sales experience required.

  • Call center experience preferred.

  • 2 years of supervisory or coaching experience required.

  • Self-starter and strong desire to achieve individual and team goals required.

  • Comfort and ability to lead outbound phone sales is required.

  • Organization and time management abilities are critical for success in fast-paced call center environment.

This position is subject to SAFE Act Registration Requirements. 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. Bachelors Degree or equivalent preferred.

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

Schedule Full Time

Shift Day

Req ID: 10041192-WD