Job Information

TIAA Home Lending Sales Coach in JACKSONVILLE, Florida


As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


The Home Lending Sales Coach will provide key support in coaching and training for Home Lending Sales. This role will be responsible for mentoring, coaching, training and analyzing Loan Officers; specifically tasked with working alongside Loan Officers to provide sales coaching in an effort to increase overall performance and customer satisfaction. Responsibilities also include designing individual and team training courses and preparing educational material.


  • Prepares new sales representatives byconducting orientation to sales process and developing individual coachingplans

  • Provides helpful advice on improving jobrelated challenges

  • Emphasis on conducting side by side coaching toLoan Officers across different channels of Retail Direct Sales and providesdetails summary to leadership

  • Servesas the subject matter expert in supporting sales staff based on best practicesales techniques

  • Partnerswith leadership to identify and analyze areas of sales opportunities for productsand/or services in support of business goals; monitors the Loan Officersoverall effectiveness throughout the sales process

  • Proactivelyreaches out to the sales teams to uncover inefficiencies in navigation throughplatforms and processes with special attention being paid to new associates andhelping them get productive in a timely manner

  • Regularlyschedules best practices training and workshops

  • Developsand maintains training materials related to sales initiatives includingpresentations, job aids, participant handouts, virtual class materials, andother resources

  • Abilityto report and present to management learnings and efficiencies that can begained by working directly with Loan Officers

  • Attendsinternal and external training courses

  • Abilitytravel to Retail Direct sales offices around the country


  • Familiarity with sales coaching techniques ande-learning platforms

  • Experience creating training materials andpresentations (i.e. videos or slides)

  • Excellent communication skills with the abilityto motivate people

  • Broad knowledge of FNMA, FHLMC, FHA/VA, HELOCsand Jumbo products

  • Problem-solving skills


  • High school diploma or equivalent

  • Five (5) years of mortgage experience in asales, processing, training, or support capacity

  • Three (3) years of experience as a MortgageSales Coach, Loan Officer, or similar role


  • Bachelor’s degree

  • Previousexperience using mortgage origination platforms (Ex. Empower, Encompass, Velocify,Blend)

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1730075

Company: TIAA Bank

Post Date: Oct 13, 2020