Manager, Mortgage Sales - Fort Worth, TX

EECU Credit Union; Fort Worth, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

EECU Credit Union in Fort Worth, TX is seeking a Manager, Mortgage Sales to lead a team of Mortgage Loan Originators, shape production strategy, and grow member lending. This in-office leadership role combines coaching with active loan origination through self-sourced referrals, emphasizing compliance, service excellence, and close collaboration with branch teams.

You will analyze performance, mentor talent, and drive growth while maintaining adherence to regulatory guidelines and investor

Qualifications

• Minimum 2 years of management experience in mortgage lending.
• 5+ years of mortgage lending experience with GSE regulation knowledge.
• Licensed Texas Mortgage Loan Originator (NMLS).
• Proficiency in Velocify, Encompass, and related lending software.
• Strong communication and leadership skills for coaching teams.

Responsibilities

• Lead, coach, and develop mortgage loan originators to hit production and member-experience goals.
• Establish and execute mortgage production strategies aligned with growth objectives.
• Monitor pipeline activity, application flow, pull-through rates, and closing performance.
• Drive business development through partnerships with branches, real estate pros, and networks.
• Analyze production metrics and participate in budgeting and incentive programs.
• Ensure compliance with lender criteria and investor guidelines.

Skills

Leadership

Team management

Communication

Sales & relationship building

Mortgage lending knowledge

Regulatory compliance

Public speaking

Education

College degree

Tools

Velocify

Encompass

TalkDesk

Polly

Blend

Microsoft Teams

Excel

Job description

Exciting Leadership Opportunity at EECU — Manager, Mortgage Sales

Are you a high-performing mortgage leader ready to build, inspire, and drive growth? EECU is seeking a dynamic Manager, Mortgage Sales to lead our mortgage production strategy and elevate our member lending experience.

In this pivotal leadership role, you will:

• Lead and develop a team of Mortgage Loan Originators to exceed production goals
• Drive mortgage growth through strategic pipeline management and business development initiatives
• Expand referral networks by partnering closely with branch leadership and operational teams
• Improve conversion and pull-through rates while delivering an exceptional member experience
• Ensure compliance with regulatory and investor guidelines while maintaining operational excellence

This is more than a management role — it’s an opportunity to shape strategy, coach top talent, and directly contribute to the credit union’s continued growth and success. In addition to leading the team, you will originate loans through self-sourced referral channels, allowing you to remain active in the business while driving performance at a higher level.

If you are a results-driven mortgage professional who thrives on leadership, accountability, and building strong partnerships, this is your opportunity to make a measurable impact within a culture committed to member-focused service. This is an in-office leadership position.

Essential Functions:

• Lead, coach, and develop mortgage loan originators to achieve individual and team production, quality and member experience goals.
• Establish and execute mortgage production strategies aligned with credit union growth objectives. Including SOP, product reviews and system training.
• Monitor pipeline activity, application flow, pull-through rates, and closing performance to ensure consistent volume and operational efficiency.
• Responds to inquiries and/or referrals that are generated from their own contacts or from other EECU business channels. Knowledge of secondary loans, not limited to Purchase Money/Refinance, (Conventional, FHA, VA), HELOC and Home improvement loan applications. Loans submitted must comply with EECU’s lending criteria as well as Fannie Mae, Freddie Mac, and Ginnie Mae requirements.
• Drive business development through partnerships with branch teams, real estate professionals, builders, and community networks to increase referral-based lending.
• Manage performance expectations through regular coaching, goal setting and performance reviews. Recruit, onboard, and retain high-performing talent while fostering a culture of accountability and member- first service.
• Analyze production metrics, market trends, and performance data to identify opportunities for growth and process improvements. Participate in strategic planning, budgeting, and incentive program execution related to mortgage production.

Candidates for EECU should possess the following knowledge and experience:

• Must be proficient in Velocify, Excel, Encompass, TalkDesk, Polly, Blend, and Microsoft Teams. Understanding of HMDA, and Escrow analysis a plus. Will be licensed In NMLS and through the State of Texas as a Mortgage Loan Originator.
• Must have 2 years management experience and 5 plus years mortgage lending experience with Mortgage GSE regulation knowledge.
• College degree required.
• Ability to balance analytical processes of qualifying a mortgage applicant with sales skills to place them in the best loan product to meet the applicant's needs.
• Ability to speak effectively in front of groups and/or clients required.
• Ability to effectively communicate across all channels such as telephone, email, text and in person.
• Excellent written, oral, time management, communication skills.
• Possess analytical abilities to evaluate credit reports, title work/abstracts, appraisals, flood certificate, surveys.
• Possess extensive knowledge of all loan types offered.
• Knowledge of real Estate processing State and Federal laws, FNMA, FHLMA, FHA/VA knowledge, rules and regulations regarding real estate lending and real property insurance coverages required.
• Attention to detail and follow up is critical to success.
• Ability to work in a fast-paced environment and withing strict time deadlines required.
• Must be goal oriented, team player, positive in nature, and highly detailed.
• Able to participate in outside promotional events conducted by the real estate department.

Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Reg DD, Reg E, Reg CC, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training.

For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $4.4 billion in USD assets and serves over 300,000 members through 21 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.

EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans' status or on the basis of disability.

For more information on our organization and our best-in-class benefits please visit EECU Careers at www.eecu.org/careers.