Proactive Outbound Manager- JAX, FL

Job Description

As the Proactive Outbound Manager (POM) is pivotal in advancing the lead generation organization. This role collaborates with the Decision Science team, sales management and cross functional teams to identify enhancements/opportunities that optimize lead generation, ultimately converting prospects into successful mortgage applications. The POM is responsible for developing business/project plans needed to execute strategies to deliver operational implementations. Additionally, the role provides strategic input on technology enhancements to further strengthen lead generation efforts, while overseeing all facets of the Proactive Outbound team.

 

The Proactive Outbound Manager will also leads a dynamic team that plays a crucial role in the mission to evolve into a higher-quality, more stable mortgage business. By spearheading efforts to generate a steady stream of high-quality leads, the Proactive Outbound team significantly contributes to the success of our Home Lending Advisors. Through strategic outreach and engagement with customers across various lead sources and marketing campaigns, they ensure a consistent flow of potential clients, thereby enhancing our overall business performance and elevating customer satisfaction.

 

Equally important, the Proactive Outbound Manager is tasked with fostering engagement among Lending Managers and Home Lending Advisors, driving the conversion of leads into applications. A critical area of responsibility is promoting lead generation within these groups. Ultimately, the incumbent is a key contributor to the overall success of the lead generation program, and their collaboration with the sales organization is vital to driving success.

Job Responsibilities:

• Manage activities to leverage leads for sales growth while ensuring quality and compliance. Organize and strategize to achieve optimal results, anticipate challenges, analyze metrics, and identify trends to meet targets effectively.
• Build effective teams by recruiting quality employees, understanding individual strengths and weaknesses, and communicating a common goal and purpose. Encourage cooperation and integration of efforts. Empower Proactive Outbound agents through motivation, skill transfer and guidance via consistent coaching to drive results and achieve departmental goals. Foster continuous performance improvement and enhance competency development. Create focus during times of change and direct efforts toward value-added activities.
• Analyze connections and implications of the technology related to customer journey. Make informed decisions using sound, customer-oriented criteria. Establish goals, develop reporting systems, create training materials, design process flows, and managing telephony systems. Identify priorities considering goals, needs, and current events.
• Collaborate with the Decision Science team, sales management, Marketing team and the Transformation team (HLCC, apply flow, and emerging technology) to identify enhancements/opportunities that optimize lead generation driving incremental lead volume. Develop business/project plans to execute strategic initiatives in response to evolving business and economic trend, while leading cross-functional teams to ensure effective operational implementation.
• Demonstrate strong mortgage banking subject matter expertise to drive collaboration with Training, Project Management, and Technical Developers. Define business requirements leading to technical solutions, enabling new business initiatives. Demonstrate knowledge of Telephony/Call Center Management and associated System technology.

Required Qualifications, Capabilities and Skills:

• Preferred College Graduate
• Preferred 5+ years of mortgage sales experience, including Managing Sales Teams. Experience working in outbound sales and/or call center environment.
• Expertise in mortgage banking processes and technology solutions
• Leadership: Ability to build, motivate, and coach effective teams; foster continuous performance improvement. 
• Communication - excellent verbal and written skills; able to articulate goals, strategies and changes to diverse audiences. 

 

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.