Sales Manager - Mortgages

Summit Credit UnionVillage of Cottage Grove, WI

About The Position

At Summit Credit Union, we believe buying a home should feel exciting—not overwhelming. As our Sales Manager – Mortgage, you’ll lead a high-performing team of Mortgage Loan Officers (MLOs), shape strategy, and elevate the member experience while driving growth, compliance, and innovation. If you’re a strong people leader who thrives on coaching talent, building smart processes, and delivering results without losing the human touch—this might be your next great move.

Requirements

  • Associate’s degree in business or a related field (or equivalent experience).
  • 5+ years of experience in a retail financial environment.
  • 3+ years of people leadership experience with a proven coaching mindset.
  • Strong communication, data analysis, and problem-solving skills.
  • Experience with automated lending systems and reporting tools.
  • Ability to thrive in a fast-paced, regulated environment.
  • Active NMLS number (or ability to obtain one).

Nice To Haves

  • Knowledge of secondary market programs and mortgage regulations preferred.

Responsibilities

  • Inspire & Lead a team of Mortgage Loan Officers through coaching, recognition, and development that fuels both performance and engagement.
  • Drive Results by meeting volume, service level, and budget goals—while never compromising the member experience.
  • Partner Strategically with branches, contact center teams, and internal/external partners to align sales and service strategies.
  • Champion Training & Development so your team is confident, compliant, and delivering exceptional service at every stage of the loan journey.
  • Optimize Processes & Technology to improve efficiency, productivity, and scalability.
  • Ensure Compliance Excellence by guiding policy development and maintaining adherence to regulatory and secondary market guidelines.
  • Empower Members through financial education, thoughtful follow-ups, and service that builds trust and long-term relationships.

Benefits

  • Excellent health insurance options to support you and your family
  • 401(k) with employer match to help you invest in your future
  • Generous paid time off so you can recharge and live your life
  • Paid holidays and wellness-focused benefits
  • Opportunities for professional growth and leadership development
  • A people-first culture that values inclusion, purpose, and impact
  • And more benefits designed to support you—at work and beyond
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