Onboarding Consultant

RE/MAX

  • Denver, CO
  • $57,000-64,000 per year
  • Permanent
  • Full-time
  • 15 days ago
Description :Description:An Onboarding Consultant (OC) serves as a key relationship holder and accountability partner for an assigned number of Motto franchise offices in the early adoption stages, primarily through onboarding and implementation and early growth stages. Performing a number of business consulting and client engagement activities, the OC assists franchise owners with: franchise onboarding and set-up, franchise training and coaching, assisting with the recruiting and retention of loan originators, consulting on initial compensation strategy for loan originators and for their wholesale lending partners, working to strengthen technical portfolio adoption (might include participating in product demos, etc.) and attending organizational and industry events. In addition to being a franchise owner’s accountability partner, the OC is also a success advocate for franchise owners and their Motto office personnel, continually driving performance results through high-touch service and consistent/meaningful franchise engagement.Responsibilities:
  • Creates and nurtures relationships with franchisees, agents and other strategic partners using industry knowledge, communication, and relationship development skills to advance business opportunities.
  • Takes initiative and is results oriented, identifying franchisee needs, consults and collaborates with multiple departments, and ensures franchisee compliance with franchise agreement in timely submission for licensing and progression toward getting opened.
  • Collaborates on and contributes to creating content, articulates franchisee benefits and designs new presentations or tools to help the network grow and achieve success.
  • Serves as an accountability partner and schedules regular client portfolio business review meetings, in conjunction with the onboarding checklist and sprint to open.
  • Prepares and informs franchise owners of growth and development stage transition including bridging communications between FDC and onboarding team during transition, introducing the Franchise Performance Scorecard, leaderboard metrics, awards and recognition, and what to expect going forward in their Motto journey.
  • Successfully reviews and leverages CRM feedback loops (including help desk tickets) and collaborates with all departments to ensure customer needs are resolved and quality service is being delivered.
  • Proficiently demonstrates an understanding of and effectively utilizes financial, organizational, and operational consulting practices.
  • Proficiently demonstrates understanding of the Motto Value Propositions and leverages the knowledge and experience of sales, marketing, product, and leadership teams as needed or by request.
  • Demonstrates ability to launch a newly opened franchise at either “Meets Expectations” or “Exceeds Expectations” performance benchmarks.
  • Performs the role effectively through consistent application of these responsibilities.
  • Completes other duties as assigned.
Qualifications
  • College degree preferably with focus in business, finance, or marketing
  • Mortgage Industry experience required
  • Minimum 3-5 years in the mortgage industry as a processor, loan originator assistant, loan originator, or other operational position (retail, mortgage banking, wholesale lending, and secondary market preferred)
  • Franchising experience a plus
Experience/Skills/Requirements
  • Understanding of mortgage industry participants and processes such as processing, credit, wholesalers, etc.
  • Proficiently deliver in-person and virtual based training on a variety of topics and/or content
  • Strong communication and presentation skills
  • Proficient in public speaking; addressing a diverse audience
  • Successfully build customer relationships, keeps assigned offices engaged in the network, by providing premier, high-touch customer service
  • Ability to influence, collaborate and build relationships throughout the entire organization and network
  • Ability to analyze business metrics and provide input on assigned offices
  • Strong critical thinking and adaptability as well as social, communication, interpersonal, dispute resolution and presentation skills
  • Strong planning and analytical skills
  • Ability to prioritize and manage multiple/competing priorities
Hire Range/Rate:$57,000 - $64,000Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX Holdings total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
  • Competitive Medical, Dental, and Vision benefits
  • Retirement plans with optimal company match
  • Annual bonus/merit opportunity
  • Educational Assistance
  • Mental Health support program
  • M.O.R.E. Events offered in-person and virtually
  • Mentorship program
  • Employee Resource Groups
  • Community Engagement
  • Diversity, Equity, and Inclusion
  • Parenting
  • Remote
  • Women at RE/MAX
RE/MAX, LLC & Motto MortgageNow is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your innovative ideas are valued, and hard work and collaboration truly makes a difference. Nobody in the world sells more real estate than RE/MAX!*RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.*As measured by transactions sidesApplication Deadline: September 7, 2025Motto Mortgage is a different kind of mortgage organization that provides clarity and personalized guidance to homebuyers who deserve an advocate. It’s a groundbreaking concept that connects a real estate brokerage to a separate, franchised mortgage brokerage, providing the one-stop shop homebuyers want and the experience they deserve. The new mortgage brokerage franchise model is the first of its kind in the United States and is offered by Motto Franchising, LLC, the second member of the RE/MAX Holdings, Inc. family of brands. It brings opportunity to consumers, brokers, loan officers and real estate agents. Each office is independently owned and operated.

RE/MAX