Residential Mortgage Lender

JOB FUNCTION:

The Mortgage Producing Sales Manager is responsible for leading, coaching, and developing a team of Mortgage Loan Originators while maintaining an individual mortgage production pipeline. This role drives sales performance, business development, customer satisfaction, and operational excellence. The Producing Sales Manager is accountable for achieving personal production goals as well as team revenue, volume, and profitability objectives while ensuring compliance with all regulatory and company requirements.

DUTIES & RESPONSIBILITIES:

Mortgage Production

• Originate and develop residential mortgage loan business through referrals, networking, and business development efforts.
• Interview, qualify, and advise borrowers on mortgage products, financing options, and the loan process.
• Prepare and submit complete and accurate loan applications and documentation.
• Manage customer relationships and serve as the primary borrower contact throughout the loan lifecycle.
• Partner with internal teams to facilitate timely loan approvals, closings, and funding.
• Ensure compliance with all lending regulations, investor requirements, and company policies.
• Meet production goals while maintaining strong referral relationships and customer satisfaction standards.
• Develop and maintain strong relationships with real estate agents, builders, financial advisors, attorneys, and other referral sources.
• Perform other duties as assigned.

Sales Management Responsibilities if applicable

• Lead, coach, and develop a team of Mortgage Lenders to achieve production, profitability, and customer service goals.
• Develop and execute sales strategies to drive loan growth, market expansion, and overall business performance.
• Recruit, hire, onboard, and retain high-performing mortgage sales professionals.
• Build and maintain relationships with Realtors, builders, financial advisors, community organizations, and other referral partners to generate business opportunities.
• Collaborate with Marketing and other business units to support lead generation, sales initiatives, and brand awareness efforts.
• Monitor sales performance, pipeline management, conversion metrics, and funding results, implementing action plans to improve outcomes.
• Identify market opportunities and growth strategies to enhance market share and profitability.

MINIMUM QUALIFICATIONS:

Work Experience

• 1 year experience in lending, mortgage, or banking experience

Preferred Experience (Optional)

• Experience using Encompass LOS System
• Proficiency in Spanish language
• Experience with existing referral sources & customer relationships

Supervisory Experience

• Mortgage Lender: No supervisory experience required.
• Sales Manager: One-year supervisory experience or experience leading teams.

Preferred (Optional)

• Two plus years of supervisory experience to include hiring, firing and performance management

Education/Skills/Experience

• High School Diploma or equivalent

Competency Requirements

• Ability to work effectively in high pressure environment
• Proven organizational skills with ability to multi-task
• Ability to work independently
• Strong verbal and written communication skills
• Strong interpersonal skills
• Strong critical thinking skills

Physical Requirements

• Must be able to sit and or stand for up to 8 hours to type on a keyboard and read from computer screens

• Must be mobile in an office environment
• Must be able to drive to meet with customers and employees

• Must be able to reach, bend and lift files up to 15 pounds
• Must be able to speak, hear and see to communicate with clients and employees

Equipment/Machines/Software

• Excellent computer literacy in all Microsoft Programs (Outlook, IE 7 and 8 and

other popular browsers, Word, Excel, Power Point, Adobe Reader)

• Ability to work with office equipment such as copiers, scanners, shredders, fax and other

digital devices

• Mortgage Software

Position Includes Driving (Choose applicable response)

• Driving is an essential function of the position. Valid driver's license and reliable transportation required.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.