About this role
Manage and lead a mortgage sales team responsible for residential mortgage loan origination for Financial Centers and external referrals. Own production results, coach MLOs, develop referral sources, and partner with Fulfillment Operations to drive closed volume.
Key Responsibilities
- Develop and foster referral source relationships, Recruit hire and onboard loan officers, Manage personal and team production via local and Bancorp reporting and KPIs
- Coach direct reports and manage under-performers via performance improvement plans
- Monitor operational risk compliance issues and ensure loan originator quality adherence
Technical Overview
This is a mortgage banking leadership role focused on loan origination operations, risk accountability processes, compliance monitoring, quality adherence, and KPI-driven production management; no specific software stack is named in the provided text.
Ideal Candidate
The ideal candidate is a mortgage sales leader with experience managing Mortgage Loan Originators (MLOs) and driving residential mortgage production across Financial Center and referral partners. They should be comfortable owning risk accountability, monitoring compliance and quality, and coaching a team to meet sales goals using KPIs and business plan reviews.
Must-Have Skills
Residential mortgage loan originationMortgage Loan Originator (MLO) day-to-day managementDevelop and foster referral source relationshipsRecruithire and onboard loan officersRisk identificationassessmentmanagementmonitoringand reportingMonitor operationalrisk and compliance related issues and take appropriate actionMonitor quality levels of loan originators to insure adherence to standards
Tools & Platforms
Local reportingBancorp reportingKPIsGallup customer engagement data
Required Skills
Residential mortgage loan originationLoan structuringLoan pricingMarketing dollars investmentRisk identificationRisk assessmentRisk managementRisk monitoringRisk reportingDevelop and foster referral source relationshipsRecruithire and onboard loan officersSales culture developmentLocal reportingBancorp reportingKPIsPerformance Improvement PlansBusiness plan reviewsStrategic and tactical planningCustomer satisfaction coachingCommission administrationException time reporting
Hard Skills
Residential mortgage loan originationLoan structuringLoan pricingMarketing dollars investmentGroup affiliationsMortgage Loan Originator (MLO) utilization prioritizationClosed volume productionRisk identificationRisk assessmentRisk managementRisk monitoringRisk reportingDevelop and foster referral source relationshipsRecruithireand onboard loan officersSales culture developmentLocal reporting and KPIsSales performance managementPerformance improvement plansBusiness plan facilitationPeriodic business plan reviewsStrategic and tactical planning for volume growthSales call participation with Mortgage Loan Originators (MLOs)Loan issues triage with processing manager and underwriting managerOperational issues monitoringCompliance issues monitoringQuality monitoring of loan originators adherence to standardsHuman Resource tasksException time reportingPerformance reviewsCommission administrationTraining issue identificationCustomer service coachingExternal customer satisfaction monitoring
Soft Skills
Team leadershipCoachingTrainingRecruiting and talent developmentCommunicationPartnering cross-functionallyAccountabilityInterpersonal relationship buildingRisk concern escalationCustomer-focused service mindsetPerformance management
Keywords for Your Resume
Area Sales Manager IIArea Sales Manager (ASM)Mortgage Loan OriginatorMLOresidential mortgage loansFinancial CenterFulfillment Operationsclosed volumereferral source relationshipsrealtorsbuildersloan officersrecruithireonboardsales cultureKPIsbusiness plansrisk identificationrisk assessmentrisk managementrisk monitoringrisk reportingoperational risk compliancePerformance Improvement Planscommission administrationexception time reportingcustomer satisfactionMortgage Loan Originator (MLO)
Deal Breakers
Must have experience originating residential mortgage loans and managing Mortgage Loan Originators (MLOs), Must be able to demonstrate risk identification, assessment, management, monitoring, and reporting responsibilities
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