About this role
This is a mortgage banking leadership role responsible for managing a team of Mortgage Loan Originators (MLOs) and driving residential mortgage loan production. You will recruit, onboard, coach, and develop talent while building referral and Financial Center relationships to grow closed volume.
Key Responsibilities
- Develop and foster referral source relationships
- Recruit, hire and onboard new loan officers
- Manage personal and team production via local and Bancorp reporting and KPIs
- Monitor operational, risk and compliance issues and ensure loan originator quality
- Coach MLOs to meet production goals and ensure customer service based on Bancorp customer satisfaction data
Technical Overview
The role is focused on residential mortgage loan origination operations and governance, including risk identification, risk assessment, risk monitoring, and risk reporting within the bank’s risk appetite. It uses local and Bancorp reporting with KPIs to manage performance, ensure loan originator quality, and coordinate issues with processing and underwriting.
Ideal Candidate
The ideal candidate is an experienced mortgage banking sales leader who can manage and coach Mortgage Loan Originators (MLOs) while driving residential mortgage loan production. They have strong referral relationship skills, are accountable for risk and compliance within a defined risk appetite, and consistently use reporting and KPIs to meet sales and cross-selling objectives.
Must-Have Skills
origination of residential mortgage loansday-to-day management of Mortgage Loan Originators (MLOs)recruit and onboard new loan officersbuild strategic and tactical plans for driving volume growthmonitor operationalrisk and compliance related issues and take appropriate actionmonitor quality levels of loan originatorsensure customer service based on Bancorp customer satisfaction dataperformance improvement plans management
Tools & Platforms
local reportingBancorp reportingKPIs (Key Performance Indicators) reportingBancorp customer satisfaction data
Required Skills
residential mortgage loan originationmortgage loan salescross-selling objectivesloan structuringloan pricingmarketing dollars investmentMLO utilization prioritizationclosed volumerisk identificationrisk assessmentrisk managementrisk monitoringrisk reportingreferral source relationship developmentsales culture developmentFinancial Center relationship developmentlocal reportingBancorp reportingKPIsbusiness plan developmentbusiness plan reviewsstrategic and tactical planssales calls with MLOsloan processing coordinationunderwriting coordinationoperational risk and compliance monitoringloan originator quality monitoringcustomer service coachingexception time reportingperformance reviewscommission administrationidentifying training issuesrecruitinghiringonboardingcoachingtraining
Hard Skills
residential mortgage loan originationmortgage loan salescross-selling objectivesloan structuringloan pricingmarketing dollars investmentgroup affiliationsMLO utilization prioritizationclosed volumerisk identificationrisk assessmentrisk managementrisk monitoringrisk reportingreferral source relationship developmentrealtors relationship developmentbuilders relationship developmentsales culture developmentlocal reportingBancorp reportingKPIs (Key Performance Indicators) managementbusiness plan developmentbusiness plan reviewsstrategic planningtactical planningsales call participation with Mortgage Loan Originators (MLOs)loan processing coordinationunderwriting coordinationoperational issue monitoringrisk issue monitoringcompliance issue monitoringrisk appetite adherenceloan originator quality monitoringcustomer service coachingBancorp customer satisfaction data monitoringexception time reportingperformance reviewscommission administrationtraining issue identificationloan origination compliancestate and federal regulation compliancehuman resource tasksrecruitinghiringonboardingcoachingtraining
Soft Skills
team leadershipcoachingtrainingcommunicationstakeholder managementrelationship buildingproblem solvingrisk escalationdecision makingaccountabilitycustomer focusmanaging under-performersperformance managementcross-functional collaborationoperational partnership
Keywords for Your Resume
Area Sales ManagerArea Sales Manager IIArea Sales Manager (ASM) IIresidential mortgage loansmortgage loan salescross-selling objectivesMortgage Loan OriginatorMortgage Loan Originator (MLO)MLOFulfillment Operationsclosed volumerisk appetiteidentifying risksassessing risksmanaging risksmonitoring risksreporting risksreferral source relationshipsrealtorsbuilderssales cultureBancorp reportinglocal reportingKPIsbusiness plan reviewsperformance improvement plansloan processing managerunderwriting managerrisk and compliancecustomer service
Deal Breakers
Must have experience managing Mortgage Loan Originators (MLOs) and driving residential mortgage loan production, Must demonstrate accountability for risk appetite, operational/risk/compliance monitoring, and loan quality adherence
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