The bank for a changing world

CRES Area Sales Manager II- Mortgage - Sacramento, CA




United States-California-Sacramento

Job function




What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.


Position Summary

Responsible for achieving division sales goals and objectives, cross-sell results, employee retention, customer satisfaction, productivity, profitability and company reputation in the area of first mortgages through the development and motivation of assigned team.  Ensures highest quality of customer satisfaction through the audit, survey and monitoring of customer interaction with existing customer base, branch distribution network and non-bank customers.  Provides business advice, support and project leadership in the application of change, service and technology.

Essential Job Functions

  1. Manages and directs the sales and business development activities of the Mortgage Bankers directly including selection, performance management, and coaching. Assigned Areas to typically have 10-15 Mortgage Bankers.
  2. Oversees the development of marketing/business plans for each Mortgage Banker's designated territory. Develops and recommends marketing objectives, including sales activities and production forecasts.
  3. Reviews and monitors pipeline report and other pertinent management information to ensure adequate commitment levels to achieve desired production volume and customer satisfaction. Holds Mortgage Bankers accountable for required performance standards and takes appropriate disciplinary action when necessary.
  4. Recruit, hire and on-board new qualified Mortgage Bankers to ensure the growth of the Area per the Region Sales Manager's directive as well as maintains the team size due to attrition.
  5. Plans, coordinates, and implements sales strategies with RBG Regional and Area Sales Managers and other bank business partners regularly for in-network Mortgage Bankers.  Establishes and maintains interactive relationships with appropriate non-bank referral sources for non-network Mortgage Bankers. Effectively communicates to all internal and external business partners to encourage future production and maintain customer satisfaction.
  6. Performs other duties as assigned.




Job Specifications


Required Education or Equivalent Experience

  • High School Diploma or GED required
  • Associate's Degree preferred
  • Bachelor's Degree preferred
  • NMLS/MLO Registration required


Required Experience

  • Five or more years mortgage sales experience
  • Two years or more supervisory/management experience preferred

Administrative/Technical Skills/ Other Information

  • Thorough knowledge of mortgage industry including sales, origination, underwriting, and regulatory requirements  

Level Supervised

  • Supervise sales staff

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.


Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.   Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.


Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.