Mortgage Loan Officer Producing Team Manager

Truliant Federal Credit Union•Charlotte, NC

4d•Onsite

About The Position

At Truliant Federal Credit Union, helping members achieve homeownership is one of the most meaningful ways we serve our communities. As a Mortgage Loan Officer Producing Team Manager, you'll lead and inspire a team of mortgage professionals while also building your own portfolio of lending relationships. Your leadership, industry expertise, and commitment to exceptional service will directly impact our members' financial goals and the continued growth of our mortgage business. This role is ideal for someone who enjoys developing people, driving results, and building lasting relationships in the community. In this role, you'll balance hands-on mortgage production with sales leadership, helping your team identify opportunities, strengthen referral partnerships, and deliver an outstanding member experience from application through closing. You will work closely with branch leaders, mortgage operations teams, and community partners to grow residential lending while maintaining compliance and service excellence.

Requirements

5+ years of mortgage lending experience
Demonstrated success in mortgage sales, business development, and marketing
Experience meeting or exceeding production goals and developing referral networks
Ability to lead, coach, and motivate a sales-oriented mortgage team
Knowledge of residential mortgage products, underwriting guidelines, processing, closing practices, and regulatory requirements
Ability to prospect, generate leads, build referral relationships, and close new business
Strong financial analysis skills with the ability to explain lending options to members
Effective verbal and written communication skills and professional relationship-building abilities
Proficiency with Microsoft Office and mortgage-related technology tools
Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent financial services experience
Comfortable balancing personal production goals with team leadership responsibilities, managing multiple priorities, and serving as a resource for both members and team members.

Nice To Haves

Established network of real estate professionals and referral partners
Experience working within a credit union environment
Knowledge of secondary market practices and mortgage industry trends
Experience training and developing high-performing mortgage sales teams
Bachelor’s degree in Business, Finance, or a related experience with loan processing, or financial services

Responsibilities

Lead, coach, and develop a team of Mortgage Loan Officers to achieve production goals and deliver exceptional member experiences
Build and maintain referral partnerships with real estate professionals, community organizations, and other business partners
Originate residential mortgage loans while guiding members through the lending process and ensuring regulatory compliance

Benefits

An opportunity to lead a growing mortgage team while continuing to build your own lending portfolio
A collaborative, member-focused culture where your expertise and leadership are valued
Professional development opportunities to strengthen your leadership and mortgage industry knowledge
Competitive compensation, comprehensive benefits, and resources designed to support your success
The ability to make a meaningful impact on members pursuing homeownership throughout the communities we serve
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account