Retail Producing Sales Manager - Mortgage

Truist Bank • Houston, TX

1d

About The Position

Serves as the direct sales manager of a Mortgage Loan Originator (MLO) team and is responsible for delivering superior growth and profit by executing Truist Mortgage LOB strategic plans and initiatives. The role combines personal mortgage production with leadership of a profitable sales team, including recruiting, retention, coaching, and development. The manager leads mortgage-loan sales and business development, coordinates with internal Truist partners, and builds relationships with internal and external centers of influence (COIs). The manager also promotes adherence to lending policies, procedures, regulations, and quality standards; advances the digital client experience and mortgage processes; supports effective partnerships with operations; and stays informed about local real estate markets, mortgage products, processes, and competition.

The position requires English fluency and is designated as a regular role on first shift. Work may include sitting, standing, and walking frequently; lifting up to 25 pounds; using standard office equipment; and communicating with clients and colleagues in person and by phone. Travel may be up to 25%. The employee must be available for scheduled hours, including overtime when directed by a manager or required by business needs.

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 at least 4 Mortgage Loan Originators.
• Strong understanding of mortgage lending and knowledge of all types of mortgage loans.
• Excellent verbal, written, and communication skills.
• Proven ability to recruit and retain productive, engaged teammates.
• Maintain an active Truist-sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR), with an assigned unique identifier, in compliance with federal S.A.F.E. Act requirements.
• English fluency is required.
• Able to access and interpret client information received from a computer and hear and speak with individuals in person and by phone.
• Able to use standard office equipment, including a PC keyboard and mouse, copy/fax machines, and printers.
• Able to work all scheduled hours, including overtime as directed by a manager or supervisor and as required by business needs.

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 relationships with internal and external COIs, and coordinating sales activities with internal Truist partners.
• Take an active role in business development efforts 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 experience and technology, and by managing mortgage processes to enhance relationships with clients, COIs, and Truist teammates.
• Champion effective partnerships between the sales team and operations.
• As needed, assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up identified through quality control or post-closing review.
• Stay current on 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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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