WCPL Sales Performance Leader

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Axos Bank

Target Range:

$110,000.00/Yr. - $130,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 20%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 20%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

The WCPL Sales Performance Leader is a high-impact sales leadership role focused on driving sales excellence and accelerating revenue growth. This position is responsible for driving optimal sales performance, maximizing Account Executive productivity, increasing efficiency, increasing conversion and leveraging data and technology to unlock new business opportunities. The ideal candidate is a results-driven leader with a passion for coaching, innovation, and delivering measurable sales outcomes.

Responsibilities:

Sales Growth & Performance Optimization

Lead initiatives that directly increase funded loan volume and account expansion across the WCPL channel
Analyze sales performance, market trends, and pipeline data to identify high-value opportunities and remove friction from the sales cycle
Drive targeted initiatives to boost conversion rates and maximize account lifetime value, directly contributing to revenue growth and client retention
Own and evolve the WCPL Sales Playbook, including scripts, objection handling, and best practices that drive conversion
Collaborate with the National Sales Director to deliver impactful Monthly Business Reviews that spotlight wins, gaps, and growth strategies
Partner cross-functionally with Credit, Operations, and Product to ensure a frictionless client journey from lead to funding
Accelerate adoption of Salesforce tools, pricing engines, and top-of-funnel engagement strategies to streamline workflows, increase seller productivity, and drive pipeline growth
Use AI to sharpen contact strategies, boost approval rates, and increase originator capture and account growth
Develop AI-powered insights from Salesforce, internal and external systems, and NMLS to identify funding trends and unlock new revenue streams
Work with cross functional teams to improve data accuracy and prospecting precision through integrated loan, marketing, and sales engagement analytics

Sales Team Development & Coaching

Build and execute high-impact training programs for Account Executives (AEs) and Business Development Associates (BDAs) focused on prospecting, closing, and relationship management
Conduct regular performance coaching sessions with clear KPIs, action plans, and accountability
Maintain Daily Management Boards to track progress and reinforce a culture of performance and ownership
Set and enforce clear sales metrics and performance standards to drive consistent results across the team

Strategic Sales Leadership

Partner with executive leadership to define aggressive sales targets and go-to-market strategies
Monitor competitive dynamics and continuously refine sales tactics to stay ahead of market shifts
Expand broker relationships and deepen client engagement to drive repeat business and referrals

Business Development Associate (BDA) Enablement

Create structured engagement and lead qualification processes to maximize BDA impact
Define and track performance metrics including lead volume, conversion rates, and partner satisfaction
Develop a strategic roadmap for leveraging Axos ABC to enhance BDA productivity and lead quality
Ensure seamless lead handoffs and client experience through tight coordination with AEs

Key Success Metrics

Growth in total funded volume and active portfolio
Lead generation quality and conversion from BDA efforts
Increased usage and impact of Quick Pricer
Training effectiveness and sales skill development across teams

Qualifications

3+ Years Wholesale/Correspondent/Mortgage Lending Sales and/or Leadership
Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth
Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products
Demonstrated coaching/leadership skills, including any self-developed performance metrics, reports, etc
Experience with web-based presentation platforms (GoToMeeting, Zoom, Meetn, etc.) and conducting highly attended and engaging meetings.
Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)
SalesForce experience, familiarity, and acumen
Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)
Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending
Real Estate financing or Real Estate sales experience.
Broad understanding and presence in Social Media platforms (LinkedIn, YouTube, Meta)
Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant, etc.)

Axos Employee Benefits May Include:

Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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