Role Description
The Mortgage Sales Manager oversees and directly manages a sales team of retail Mortgage Loan Officers (MLOs). The Mortgage Sales Manager leads and develops MLOs to build strong borrower, branch network, and partner relationships and ensures team success in meeting defined sales goals with a large focus on growing sales capability and enhancing sales potential within the team. Provides retail/branch-level sales leadership with primary accountability for branch-assigned Mortgage Loan Officers (MLOs), overseeing recruitment, selection, training, and performance management to achieve defined sales targets, deliver exceptional member service, strengthen internal branch partnerships, expand in-market referral partner relationships and drive growth of the mortgage portfolio.
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Team Leadership and Accountability:
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Leads the branch-assigned MLO team with a servant leadership approach.
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Fosters a high-accountability, coaching-first culture grounded in motivation, emotional intelligence, compliance-first execution, and respectful partnership.
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Drives improved sales performance while reinforcing the Credit Unionβs Member First philosophy.
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Sets clear performance expectations and drives results through ongoing counseling, mentoring, and coaching.
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Responsible for goal setting, performance monitoring, and evaluation of individual and team outcomes.
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Deepens and maintains strong relationships across the branch network.
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Ensures MLOs are effective in both internal branch partnership development and external business generation.
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Reinforces a compliance sales culture by coaching MLOs on adherence to applicable mortgage regulations.
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Sales Training and Development:
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Fosters a high-performance, growth-oriented sales culture.
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Serves as the primary education and enablement resource for the retail MLO team.
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Designs and executes comprehensive sales training programs.
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Acts as the subject matter expert on sales systems and tools.
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Trains and coaches the team on product knowledge and underwriting guideline awareness.
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Lead & Pipeline Management:
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Oversees lead intake, assignment, follow-up, and conversion activity.
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Manages the MLO pipeline to ensure consistent production flow.
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Generates and analyzes reports on loan production and overall sales performance.
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Ensures strong file structure, high documentation quality, and underwriting-ready loan packaging.
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Works with leadership to evaluate sales objectives and supports the development of annual sales quotas.
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Identifies opportunities for growth by staying current on market trends.
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Talent Management:
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Maintains and strengthens the mortgage sales team by recruiting, selecting, onboarding, and developing talent.
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Partners closely with branch leadership to build local sales capacity.
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Contributes to company and team results by performing other duties and projects as assigned.
Qualifications
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Bachelor's Degree in Business, Finance or related field; or equivalent combination of education and experience.
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4+ Years of previous mortgage banking experience; including 3+ years of direct Mortgage Loan Officer (MLO) experience required.
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2+ Years of previous leadership experience, previous sales leadership experience preferred required.
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Demonstrated ability to lead with servant leadership, motivation, and emotional intelligence.
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Working knowledge of mortgage lending compliance requirements.
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Proven ability to identify, develop, and retain talent through coaching, mentoring, and performance management.
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Excellent interpersonal, verbal and communication skills.
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Advanced analytical, problem-solving, and decision-making skills.
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Strong technical aptitude with the ability to quickly learn and effectively utilize mortgage origination and sales enablement systems.
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Advanced product knowledge and working understanding of underwriting guidelines and investor requirements.
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Ability to travel and work remotely as needed.
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Must maintain active federal NMLS registration in good standing.
Benefits
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We are proud to be an EEO/AA employer M/F/D/V.
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We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Company Description
For additional information about our organization, careers, and benefits visit:
Desert Financial Careers
.