Mortgage Sales Manager bei TruWest Credit Union

Live your best (work) life at TruWest Credit Union! 

Looking for a role where you can lead with impact and still have a life outside of work? We’ve got you!

At TruWest, we offer steady schedules that make it easy to plan life around work — not the other way around.

We're looking for a Mortgage Sales Manager to lead and coach our Mortgage Loan Officer team from lead generation to loan submission. You’ll support both internal and external channels, improve processes, and drive quality and efficiency - all while delivering an outstanding member and employee experience.

Self-care matters. That’s why we offer generous PTO, 11 paid Federal holidays, and first-day benefits including medical, dental, vision, and 401(k) with matching. Don’t know much about 401(k)s? No worries—we’ll teach you, and you'll learn all about finances, lending, and helping our members thrive.

Want to see what we’re all about? Check out our video here: https://vimeo.com/721196286/593a894041  

Pay starting at $120,008.30 annually. Final salary is dependent on a candidate’s experience and qualifications. 

 

If you’re looking for a place to call home, you’ve found it. What are you waiting for?  Apply Now!    

Want to learn more?  Scroll down and check out the job details. 

 

Full Job Details:  

This position will be responsible for the Leadership, Direction and Coaching of the Mortgage Loan Officer team from lead generation to loan file submission to Operations. This role will support sales and business development activities for inside and outside origination channels, with a strong emphasis on member and employee experience. The Mortgage Sales Manager will work with other departments within the Mortgage Team for process improvement, quality file submissions and maximizing efficiencies.

This position will also work with other areas of the Credit Union to grow production through internal lead generation, maximizing member benefits and grow the overall assets of the organization. This position requires a balance of team leadership, sales acumen and technical mortgage knowledge to ensure a successful sales culture with strong accountability.

Qualified candidates must reside in Arizona or be willing to relocate to Arizona to be considered for the position.

Qualifications:

Education:

Bachelor’s degree in Business related studies, Accounting or Finance. A combination of education and exceptionally strong, directly related experience may be substituted.

Experience:

Must have a minimum of 5-8 years’ experience in mortgage origination and sales with at least 3 years in a supervisory role. Must possess Mortgage Loan Originator license obtained through Nationwide Mortgage Licensing System (NMLS) as required by any and all states where employee is conducting loan activity.

Knowledge and Skills:

Ability to manage, inspire, and assist inside and outside sales people originate through multiple channels: retail, outside sales, TPO and Correspondent relationships. Must have strong oversight ability for various business models and able to hold sales people accountable to production, quality and member service standards. Must have strong to expert knowledge of Fannie Mae, Jumbo, Home equity and Non-QM products as it relates to various origination channels, including multi-state lending. Strong written and verbal communication skills to convey information to teams and to upper management regarding performance management, market conditions, profitability and market opportunity. Requires ability to thoroughly comprehend programs and policies and be able to communicate these policies effectively. Advanced knowledge of organizational procedures, operations and applicable compliance rules and demonstrated ability to effectively train and develop employees. Demonstrated selling and negotiation skills. Excellent problem solving and analytical skills. Requires ability to travel within the local area to contact bankers, realtors, builders and other sources. Key areas of skill: Building Partnerships, Guiding Team Success, Driving for Results, Influencing, Customer Focus, Coaching.

Essential Duties and Responsibilities: 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.     Participate as a key leader within the Mortgage Leadership team.

2.     Reaches/exceeds production goals for the Mortgage Loan Origination team.

3.     Manage a team of inside and outside Mortgage Loan Originators to support the business

4.     Create self-reliant employee by owning all areas of employee management to include hiring, training, coaching, performance management and employee engagement.

5.     Direct all aspects of the Origination process for retail, TPO and Correspondent lending channels to maximize productivity and efficiency.

6.     Stay current on guideline changes, industry regulation changes, investor updates and system enhancements to ensure the Mortgage Loan Origination team is informed, productive and compliant.

7.     Drive continuous process improvement for all key performance areas within the Mortgage Loan Origination team and the Mortgage Team as a whole.

8.     Collaborate with VP to complete monthly scorecards for Mortgage Loan Originators, performance evaluations and recommend content for training and development of the team.

9.     Active promotes TruWest Credit Union and the Mortgage Team within the communities which it serves.

10.  Complies with industry-related regulations, requirements and state/federal laws as applicable to the job duties of this position.

 Secondary Duties and Responsibilities:

1.     Attends all mortgage product & sales training programs as needed.

2.     Performs other duties as assigned.