Pre-Approval Manager
at New American Funding
Dallas, TX
Posted: 2-11-2025
Business Management and Operations
$65,000/year
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About this Career
Production, Planning, and Expediting Clerks
Skills
Salesforce, Customer Service, Phone Sales, Office Equipment, Management, Coaching, Mortgage License, Outbound Calls, Key Performance Indicators (KPIs), Genesys, Multitasking, Supervision, Lifting Ability, Sales Prospecting, Communication, Call Center Experience, Writing, Coordinating, Troubleshooting (Problem Solving), Sales, Underwriting, Team Leadership
Job Description
Pre-Approval Manager New American Funding - 3.3 Dallas, TX Job Details Full-time Up to $31.25 an hour 6 hours ago Qualifications Some college Microsoft Excel Sales Customer service Call center Salesforce Mid-level High school diploma or GED Supervising experience 1 year Telemarketing Communication skills
Analytics Full Job Description Overview:
Position:
CD Sales Pre-approval Manager (PAL Manager)Location:
Dallas, TX (Full time in office)Salary:
up to $31.25/hrPosition Summary:
The PAL Manager will direct and coordinate activities of the Pre-Approval Specialist (PAL Specialist) team. They assist PAL Specialists with pipeline management and conversion of Purchase prospects seeking an Underwritten pre-approval. The PAL Manager is responsible for the PAL Specialist's activities on their teams on a daily basis.Responsibilities:
Continually train and coach PAL Specialists to earn the business of Purchase prospects, start the pre-approval process and hand-off the prospect to our licensed loan officers, while providing a great customer service experience Devise, plan and implement job coaching strategies Document and track PAL Specialist progress in preparation to elevate to next role on LO path, as well as administer any constructive disciplinary actions Drive conversion goals Prepare and analyze daily reporting metrics (KPI's) Active call monitoring (live and recorded) and face-to-face call coaching Uphold a positive work environment Manage and approve timecardsQualifications:
1-2 years of outbound call center experience (will consider shorter term internal NAF employees) At least 1 year of recent sales experience in any industry (preferably phone sales experience) Preferred to be familiar with Genesys/Interactive Intelligence Supervisory experience preferred Some reporting and analytics experience preferred Ability to troubleshoot technical issues with Interaction Desktop, Bankerview, Interaction Administrator and comprehension of all required work arounds Ability to communicate technical information to nontechnical audiences Proficient in verbal and written communication Ability to multitask and handle different assigned projects Some Excel knowledgeDesired Education/Experience :
High School Diploma or equivalent; some college preferred. Call Center Supervisor or Team Lead Experience Experience working with CRMs (SalesForce, Velocify, Leads 360, etc.)Work Authorization :
Must be able to verify identity and employment eligibility to work in the U.S.Other Duties :
This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information.VISION:
See in the normal visual range with or without correction.HEARING:
Hear in the normal audio range with or without correction. [EOE/M/F/D/V.
Drug-free workplace.] #LI-AM1Other Job Posting Details
Salary
Minimum
Maximum
$65,000/yr
$65,000/yr