Residential Mortgage Lender

Jefferson Bank•San Antonio, TX

About The Position

The Mortgage Producing Sales Manager leads, coaches, and develops a team of Mortgage Loan Originators while maintaining an individual mortgage production pipeline. The role drives sales performance, business development, customer satisfaction, and operational excellence. It is accountable for personal production goals and team revenue, volume, and profitability objectives, while ensuring compliance with regulatory and company requirements. The position originates residential mortgage loans through referrals, networking, and business development; advises borrowers on products, financing options, and the loan process; prepares and submits loan applications and documentation; and manages customer relationships through the loan lifecycle. It also works with internal teams to facilitate loan approvals, closings, and funding and builds relationships with referral partners. Sales management duties include developing sales strategies, recruiting and retaining sales professionals, monitoring performance and pipeline results, and identifying market growth opportunities. Driving to meet customers and employees is an essential function.

Requirements

At least 1 year of experience in lending, mortgage, or banking.
High school diploma or equivalent.
Ability to work effectively in a high-pressure environment.
Strong organizational skills and ability to multitask.
Ability to work independently.
Strong verbal and written communication skills.
Strong interpersonal skills.
Strong critical-thinking skills.
For the Sales Manager role: one year of supervisory experience or experience leading teams; no supervisory experience is required for the Mortgage Lender role.
Valid driver's license and reliable transportation; driving is an essential function.
Ability to sit and/or stand for up to 8 hours to type and read computer screens; move around an office; drive to meet customers and employees; reach, bend, and lift files up to 15 pounds; and speak, hear, and see to communicate with clients and employees.
Computer literacy in Microsoft programs, including Outlook, Word, Excel, PowerPoint, Internet Explorer 7 and 8 and other popular browsers, and Adobe Reader; ability to use office equipment and mortgage software.

Nice To Haves

Experience using the Encompass LOS System.
Proficiency in Spanish.
Experience with existing referral sources and customer relationships.
Two or more years of supervisory experience, including hiring, firing, and performance management.

Responsibilities

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 lending regulations, investor requirements, and company policies.
Meet production goals while maintaining strong referral relationships and customer satisfaction standards.
Develop and maintain relationships with real estate agents, builders, financial advisors, attorneys, community organizations, and other referral sources.
Lead, coach, and develop a team of Mortgage Lenders to achieve production, profitability, and customer service goals, if applicable.
Develop and execute sales strategies to drive loan growth, market expansion, and business performance.
Recruit, hire, onboard, and retain high-performing mortgage sales professionals.
Collaborate with Marketing and other business units to support lead generation, sales initiatives, and brand awareness.
Monitor sales performance, pipeline management, conversion metrics, and funding results, and implement action plans to improve outcomes.
Identify market opportunities and growth strategies to enhance market share and profitability.
Perform other duties as assigned.