Manager, Mortgage Outside Sales

Description

Job Summary:

Leads and directs the activities of Outside Mortgage Sales, overseeing the day-to-day duties associated with leading an external team in origination and sales.

Essential Job Duties:

Leadership:

• Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.
• Oversees the daily workflow of the department.
• Provides constructive and timely one-on-ones and performance evaluations.
• Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union’s high standard of quality.
• Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union’s core values.
• Recruit, train, coach/mentor, and manage designated MLOs and Processors towards accomplishing personal, department, and organizational level production, loan growth, and quality goals.

Main responsibilities:

• Primary focus is on team production
• Develop a sales program for the Credit Union with established goals, monitors sales productivity, and participates in business development for the communities we serve.
• Ensure productivity goals are being met for Outside Mortgage Sales Team and assists team members in building their book of business.
• Create a member focused sales culture that balances accountability for results while doing business in accordance with the organization’s core values.
• Partner with various business unit leaders to establish bi-directional referral goals to ensure members are fully serviced.
• Produce and analyze reports on key departmental metrics and leverage the reports to support decisions.
• Develop and maintain a high degree of visibility in the marketplace, along with developing relationships with real estate professionals, builders, and other business referral sources.
• Assist in preparation of annual budget, monitor expenditures, analyze variances, and recommend corrective action to ensure sales area is meeting financial expectations.
• Provide insight into annual business planning process, leveraging industry and market insights to help determine production targets.
• Perform as back up for Loan Origination staff in their absence.
• Manage incoming leads by phone, email, online applications.
• Establish and maintain open communication with departments to ensure seamless delivery of mortgage products.
• Performs other duties as assigned.

Requirements

Required Skills/Abilities:

• Excellent interpersonal and negotiation skills.
• Excellent organizational skills and attention to detail.
• Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
• Strong organizational skills in managing multiple initiatives.
• Strong analytical and problem-solving skills.
• Sound credit judgement, underwriting, analytical and problem-solving skills.
• Excellent pipeline management skills.
• Must possess the ability to drive purchase volume.

Knowledge:

• Extensive knowledge of the real estate markets they serve with a readily available pool of recruits.
• Working knowledge of loan underwriting guidelines, processing and closing functions.
• Current registration with the Nationwide Mortgage Licensing System (NMLS) or ability to become registered upon employment

Education and Experience:

• Minimum six years’ mortgage sales experience
• Minimum bachelor’s degree or certification in business administration, or related field, or more than six years of related experience.

Physical Requirements:

Frequent periods of sitting at a desk and working on a computer.

Frequent travel

Must be able to lift 20 pounds at times.