Mortgage Regional Sales Manager

Jobtailor; Greenville (SC); On-site; USD 80,000 - 110,000; Full time

Job summary

United Community Bank in Greenville, SC seeks a Mortgage Sales Manager to lead Mortgage Loan Officers, set production goals, and drive profitability. You will recruit, train, and coach a high-performance team while ensuring compliance with regulatory and investor requirements.

The role requires 3+ years of management experience in mortgage sales, strong leadership, and the ability to manage cross-sell initiatives, budgeting, and performance reviews.

Qualifications

• Minimum 3 years management experience overseeing 12–20 team members.
• Experience in a Bank-regulated environment preferred.
• 3 years’ experience in residential mortgage sales originations.
• Knowledge of loan underwriting, processing and closing functions within mortgage origination.

Responsibilities

• Establish production goals and strategy for Mortgage Loan Officers.
• Determine the team’s annual goals and reevaluate them monthly and quarterly.
• Drive sales productivity and profitability by working closely with Mortgage Loan Officers.
• Recruit, train, build, and retain a high-performance team.
• Help team members achieve established Sales Productivity goals.
• Motivate and reward mortgage consultants through sales calls and joint sales calls/ventures.
• Ensure teams follow policies and procedures and that loans meet United Community Bank, regulatory, and investor requirements.
• Determine cross-sell goals annually and reevaluate them monthly and quarterly.
• Manage expenses, revenue generation, and profit and loss statements.
• Lead regional sales and product training.
• Ensure Mortgage Loan Officers maintain best-in-class customer service levels.
• Partner with the Bank to meet mortgage and cross-sell goals.
• Partner with Fulfillment/Operations to ensure efficient customer-driven production, fulfillment/operations, pricing, and delivery.
• Coach, develop, and manage employee performance.

Skills

Team Leadership

Sales Strategy Development

Regulatory Compliance

Customer Service Excellence

Analytical Problem Solving

Education

Bachelor's degree preferred

Job description

• Establish production goals and strategy for Mortgage Loan Officers
• Determine the team’s annual goals and reevaluate them monthly and quarterly
• Drive sales productivity and profitability by working closely with Mortgage Loan Officers
• Recruit, train, build, and retain a high-performance team
• Help team members achieve established Sales Productivity goals
• Motivate and reward mortgage consultants through sales calls and joint sales calls/ventures
• Ensure teams follow policies and procedures and that loans meet United Community Bank, regulatory, and investor requirements
• Determine cross-sell goals annually and reevaluate them monthly and quarterly
• Manage expenses, revenue generation, and profit and loss statements
• Lead regional sales and product training
• Ensure Mortgage Loan Officers maintain best-in-class customer service levels
• Partner with the Bank to meet mortgage and cross-sell goals
• Partner with Fulfillment/Operations to ensure efficient customer-driven production, fulfillment/operations, pricing, and delivery
• Coach, develop, and manage employee performance

Requirements

• High School Diploma or equivalent; Bachelor’s degree preferred
• 3 years’ management experience or proven leadership of 12-20 team members
• 3 years’ experience working in a Bank regulated environment preferred
• 3 years’ experience in residential mortgage sales originations
• 3 years’ experience in mortgage originations operations with knowledge of loan underwriting, processing and closing functions
• Knowledge of FNMA/FHLMC/FHA/VA/USDA programs and underwriting guidelines
• Knowledge of other conventional investors, state/local bond programs and private mortgage insurers
• Experience in mortgage retail sales
• Experience with net operating income and budgets
• Experience with marketing, strategy and plans in a retail sales environment
• Ability to coach and provide feedback to team
• Ability to make day-to-day business decisions outside of written policy
• Good analytical ability and problem-solving skills
• Excellent verbal and written communication skills
• Ability to work under pressure
• Customer service oriented
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training
• Must be able to pass a criminal background and credit check
• NMLS # initial registration and annual renewal is required, including fingerprinting and background checks
• Schedule flexibility to work evenings and weekends as needed
• Up to 25% travel required

Core Competencies

Demonstrates expertise in mortgage loan origination, team leadership, and sales strategy development. Proven ability to drive productivity, manage compliance, and enhance customer service in a banking environment.

Highest-signal resume keywords

• Mortgage Loan Origination
• Team Leadership
• Sales Strategy Development
• Regulatory Compliance
• Customer Service Excellence

ATS Optimization Keywords

Hard Skills

• Loan Underwriting
• Loan Processing
• Loan Closing
• Budget Management
• Sales Productivity Analysis
• Market Strategy Development
• Cross-Selling Techniques
• Analytical Problem Solving
• Mortgage Retail Sales
• Knowledge of FNMA/FHLMC/FHA/VA/USDA Programs

Soft Skills

• Coaching and Feedback
• Communication Skills
• Decision-Making
• Motivational Skills
• Ability to Work Under Pressure

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Bank Regulated Environment
• Residential Mortgage Sales
• Compliance Training
• Anti-Money Laundering
• Private Mortgage Insurers