About this role
Lead mortgage sales in a designated area by managing a team of Mortgage Loan Originators and owning residential mortgage loan production from application through closing. Build referral sources and financial center relationships while ensuring compliance, quality, and customer service expectations are met.
Key Responsibilities
- Develop and foster referral source relationships and sales culture within the team
- Manage a team of at least 5 MLOs and oversee personal and team production via reporting and KPIs
- Build strategic and tactical plans for volume growth and run business plan reviews
- Monitor compliance with state and federal regulation and bank policies, including required meetings
- Monitor loan originator quality levels and ensure a high level of customer service based on Gallup customer engagement data
Technical Overview
This is a mortgage sales leadership role rather than a technical engineering position. It relies on KPI-based performance management, Bancorp reporting, compliance and quality monitoring, and customer experience improvement using Gallup customer engagement data.
Ideal Candidate
The ideal candidate is a mortgage sales leader with experience supervising Mortgage Loan Originators (MLOs) and driving residential mortgage production from application to closing. They excel at building referral relationships, coaching a sales team, and using KPIs and reporting to manage performance. They are also accountable for compliance and quality oversight and improve customer service using Gallup customer engagement data.
Must-Have Skills
Manage a team of at least 5 MLOsManage personal and team production via local and Bancorp reporting and KPIsHold business plan reviews with sales teamBuild strategic and tactical plans for driving volume growth in assigned areaMonitor compliance issuesincluding that all loan originators attend required meetings and are in compliance with state and federal regulationas well as policies and procedures set by the bankMonitor quality levels of loan originators to insure adherence to standards
Tools & Platforms
Gallup customer engagement dataBancorp reporting
Required Skills
Residential mortgage loan originationMortgage loan salesCross-sellingLoan application-to-closing lifecycle managementPersonal production managementTeam production managementKPIsBusiness plan reviewsStrategic and tactical plansRisk identificationRisk assessmentRisk managementRisk monitoringRisk reportingCompliance monitoringState and federal regulation complianceQuality monitoringCustomer service improvementGallup customer engagement datareferral source relationshipsrealtor relationshipsbuilder relationshipssales culture developmentperformance feedbackcoaching and developmentsuccession planning
Hard Skills
Residential mortgage loan originationMortgage loan salesCross-sellingLoan application-to-closing lifecycle managementPersonal mortgage loan sales production managementTeam production managementKPIsBusiness plan reviewsStrategic and tactical planning for volume growthRisk identificationRisk assessmentRisk managementRisk monitoringRisk reportingCompliance monitoringState and federal regulation complianceLoan originator complianceQuality monitoringCustomer service improvementGallup customer engagement data
Soft Skills
LeadershipDay-to-day managementPerformance feedbackCoaching and developmentTalent developmentBench strength planningSuccession planningCommunicationElevating concernsCustomer-focused behaviorCross-functional partnershipPartnering with Fulfillment OperationsIntermediary problem solving for loan issues
Keywords for Your Resume
Mortgage Area Sales Manager IArea Sales Manager IArea Sales Manager 1residential mortgage loansMortgage Loan OriginatorMLOloan originationapplicationclosingcross-sellingreferral source relationshipsrealtorsbuilderssales culturecustomer engagement dataGallup customer engagement datacompliance issuesstate and federal regulationquality levelsloan originatorsteam productionKPIsbusiness plan reviewsstrategic and tactical plansrisk identificationrisk assessmentrisk managementrisk monitoringMortgage Area Sales Manager
Deal Breakers
Must be able to manage a team of at least 5 MLOs, Must be able to monitor compliance with state and federal regulation and bank policies
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile