Mortgage Production Manager

Wilson Bank & Trust•Lebanon, TN

25d

About The Position

The Mortgage Production Manager serves as a key liaison between the sales team and operations, verifying loan files are properly structured, accurately documented, and compliant before entering the loan process. This position provides daily guidance, review, and coaching to sales staff to promote efficiency, quality, and speed to approval while maintaining regulatory and company standards. The Mortgage Production Manager reports to the Mortgage Division President and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Requirements

High School diploma or GED
5 years of experience in mortgage lending, loan operations, or sales support
Strong knowledge of loan setup, documentation requirements, and approval workflows
Proficient with Microsoft Office and other standard software applications
Proficient with loan origination systems (LOS)
Knowledge of mortgage regulations (TRID, RESPA, ECOA, etc.)
Strong knowledge of loan setup, documentation requirements, and approval workflows
Ability to mentor and train others
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective verbal and written communication skills with strong presentation skills
Excellent interpersonal skills
Critical thinking, analytical ability, and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged

Responsibilities

Guide and support the mortgage sales team regarding proper setup, structuring, and submission of loan files
Support onboarding and ongoing development of sales team members
Lead, mentor, and coach the sales team on proper loan setup, structuring, and submission standards
Serve as the primary point of escalation for complex loan scenarios, guideline interpretation, and approval challenges
Review incoming loan files to verify accuracy, completeness, and regulatory compliance prior to processing
Serve as an escalation point for sales questions related to guidelines, documentation, and loan eligibility
Confirm files are submitted timely and meet internal quality standards to support fast and efficient turn times
Partner with processing, underwriting, and compliance teams to resolve issues and prevent delays
Identify trends or recurring issues and provide coaching and training to improve sales performance and file quality
Monitor pipeline activity and proactively address potential bottlenecks
Assist leadership with process improvements focused on speed, efficiency, and compliance
Verify adherence to all federal, state, and investor guidelines and company policies
Establish and reinforce clear expectations for file quality, documentation, and timelines
Influence sales behavior by proactively identifying risks, trends, and gaps in file quality and addressing them through coaching and training
Partner with sales leadership to drive accountability, performance consistency, and continuous improvement
Champion a culture of ownership, urgency, and compliance throughout the sales organization
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned