Retail Producing Sales Manager - Mortgage

Truist Bank • Dallas, TX

2d

About The Position

Serves as the direct sales manager of a Mortgage Loan Originator (MLO) team. The role is responsible for delivering superior growth and profit by executing Truist Mortgage line-of-business strategic plans and initiatives. The manager achieves production goals through personal production and effective leadership, recruiting, retention, coaching, and development of a profitable sales team. The position drives mortgage loan sales through strategic planning, relationship management, business development, and coordination with internal Truist partners. It also ensures compliance with lending policies and applicable requirements, promotes digital client experiences and process improvements, fosters partnerships with operations, and stays informed about local real estate markets, mortgage products, processes, and competitors.

This position is regular, works first shift, and requires English fluency. Travel is up to 25%. The role may require overtime as directed by a manager or supervisor and as business needs require. Physical demands include frequent sitting, standing, and walking; lifting up to 25 pounds; and the ability to use standard office equipment and access, interpret, hear, and communicate client information.

Eligible regular teammates working 20 or more hours per week may receive medical, dental, vision, life, disability, accidental death and dismemberment, tax-preferred savings account, and 401(k) benefits, as well as vacation, sick days, and paid holidays. Depending on position and division, additional benefits may include a defined benefit pension plan, restricted stock units, and/or deferred compensation.

Requirements

• Bachelor's degree or equivalent education and related experience.
• At least 5 years of mortgage industry experience or experience in the financial services field.
• Manage a team of 4 or more Mortgage Loan Originators.
• Strong understanding of mortgage lending and knowledge of all types of mortgage loans.
• Excellent verbal, written, and communication skills.
• Demonstrated ability to recruit and retain productive, engaged teammates.
• Registered and maintain an active Truist-sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR), with a unique identifier number, in compliance with federal S.A.F.E. Act requirements.
• Able to work all scheduled hours, including overtime as directed by a manager or supervisor and required by business needs.
• Able to travel up to 25%.
• Able to sit, stand, and walk frequently; lift up to 25 pounds; use standard office equipment; and access, interpret, hear, and communicate client information.

Nice To Haves

• At least 2 years of management experience.
• Prior experience managing internal and external relationships and partnerships.

Responsibilities

• Achieve production goals through personal production and effective leadership, recruiting, retention, coaching, and development of a profitable sales team.
• Drive mortgage loan sales by leading, communicating, and executing a strategic plan, managing internal and external relationships, coordinating with internal Truist partners, and actively supporting business development with the MLO team.
• Ensure personal and team adherence to Truist Lending policies and procedures, government regulations, secondary market requirements, and acceptable compliance and quality-control audit performance.
• Improve client service quality by modeling and leading adoption of digital client experiences and technology, and managing mortgage processes to enhance relationships with clients, centers of influence (COIs), and Truist teammates.
• Promote effective partnerships between the sales team and operations; when needed, assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up identified through quality control or post-closing review.
• Stay informed about local real estate market conditions, mortgage product and process trends, and competitive position; provide feedback and solutions regarding mortgage lending delivery capabilities as needed or requested.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Manager