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Wholesale Mortgage Sales Manager
Wholesale Mortgage Sales ManagerFirst Tech Federal Credit Union • Hillsboro, OR, United States
Wholesale Mortgage Sales Manager

Wholesale Mortgage Sales Manager

First Tech Federal Credit Union • Hillsboro, OR, United States
3 days ago
Job type
  • Full-time
Job description

Description

We're looking for a Wholesale Mortgage Sales Manager to lead a team of Account Managers and drive success in our wholesale mortgage channel.

In this role, you'll oversee daily sales operations, coach and develop your team, and ensure efficient loan pipeline management. You'll partner with leadership to set goals, monitor performance, and promote a culture of collaboration and continuous improvement.

Here's what you can expect from the job and what you need to be successful :

Job Duties :

  • Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
  • Oversee the day-to-day activities of the Account Managers (AM), ensuring consistent execution of sales processes, partner service standards, and pipeline management
  • Monitor loan pipelines and assist AMs with loan-level scenarios, structuring, and submissions, ensuring files move efficiently through the process
  • Partner with the VP of Wholesale Lending to set sales goals and continually assess the performance of the sales team, making the necessary adjustments to drive sales and meet organizational goals
  • Coordinate and lead regular sales huddles, one-on-one meetings, and performance reviews to keep the team aligned and motivated
  • Provide feedback from the field to leadership on competitive intelligence, pricing, and process improvement opportunities
  • Ensure adherence to compliance, risk, and regulatory standards in all sales activities, escalating issues as needed
  • Foster a culture of collaboration, accountability, and continuous improvement within the sales team

Essential Skills :

  • Minimum 5 years' experience in mortgage sales, including sales processes, operations, data analytics, and / or quantitative marketing
  • Experience leading and coaching employees to increase production and overall performance is preferred
  • Ability to identify and break down complex business problems and develop recommendations
  • Ability to foster strong relationships with internal and external stakeholders
  • Ability to successfully influence at all levels of the organization
  • Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership
  • Strong knowledge of banking regulations including Reg Z, Reg B, and RESPA
  • Strong knowledge of mortgage options such as Fannie Mae, Freddie Mac, and / or FHA
  • Working knowledge of Microsoft Office Suite and loan operations software (Encompass preferred)
  • Certification / License : NMLS registration
  • Minimum Education : High School Diploma; Bachelor's degree preferred
  • Location : Full Time Remote, but employee MUST reside in one of the following states :

    Alaska| Arizona | California | Colorado | Florida |Georgia | Idaho | Massachusetts | Minnesota |North Carolina |Nevada | Oregon | Pennsylvania | Texas | Utah | Washington

    Target Compensation Range : $100,000 to $115,000+ annual bonus

    Target Compensation Range (CA only) : $110,000 to $126,500 + annual bonus

    Benefits options include :

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
  • What makes First Tech different? Click here to learn more!

    First Tech is not currently offering Visa sponsorship or transfer for this position

    #FT123 #LI-MG1

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    Wholesale Manager • Hillsboro, OR, United States

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