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 p