Mortgage Sales Manager

Coastal Credit Union; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Coastal Credit Union in Raleigh, NC is seeking a Mortgage Sales Manager to lead the mortgage branch's performance, operations, and member experience. The role emphasizes coaching for production, managing partnerships with branches, realtors, and community stakeholders, and ensuring underwriting compliance.

The position focuses on optimizing workflow, staff development, and aligning branch results with Coastal Credit Union's growth objectives, while maintaining high service standards and

Qualifications

• Eight years of mortgage lending experience, with at least two years in a leadership role.
• Experience in a credit union or community-focused financial institution preferred.
• Experience with Encompass and Built is preferred.

Responsibilities

• Lead production goals by coaching, sales process discipline, and growing referral-based business.
• Develop strategic partnerships with retail branches, realtors and community stakeholders to drive referrals.
• Oversee compliance with federal/state regulations, policies, and underwriting guidelines; ensure file quality and audit readiness.
• Ensure exceptional member experience from application to closing and drive service standards.

Skills

Mortgage lending experience

Leadership

Credit union or community-focused bank

Encompass

Built

Education

Bachelor's degree in business/finance

Tools

Encompass

Built

Job description

Job Title: Mortgage Sales Manager

Position Location: Raleigh, NC. Hybrid, must live locally.

Job Summary:

The Mortgage Sales Manager leads the overall performance, operations, and member experience of the mortgage branch. This role focuses on driving production results through team leadership, strengthening referral partnerships, ensuring operational excellence, and maintaining full compliance with regulatory requirements. The manager is responsible for developing staff, optimizing workflow efficiency, and aligning branch performance with Coastal Credit Union's strategic growth objectives.

As a key contributor to the Coastal team, your responsibilities will be:

• (40%) Lead Production Goals:
  
  
  
  • Drive consistent achievement of production and sales goals by delivering targeted coaching, reinforcing sales process excellence, and cultivating referral-based business growth.
  
  
  • Track and analyze key performance indicators, including application volume, pull-through rates, turnaround times, and member satisfaction, to ensure alignment with business objectives and service standards.
  
  
  • Develop and execute performance improvement strategies to address gaps, drive accountability, and restore progress toward established goals and operational targets.
  
  
  
  


• (30%) Strategic Partnerships & Business Development:
  
  
  
  • Strengthen partnerships with retail branches, realtors, and community stakeholders to drive referrals and business growth.
  
  
  • Represent Coastal Credit Union in community events, internal initiatives, and cross-functional collaboration efforts.
  
  
  • Develop and execute prospecting plans aligned with organizational goals.
  
  
  • Analyze market trends, competitive activity, and member needs to identify growth opportunities. Make recommendations and implement action plans accordingly.
  
  
  • Provide feedback to leadership on product competitiveness and program enhancement recommendations.
  
  
  
  


• (15%) Operational Excellence & Compliance:
  
  
  
  • Ensure full compliance with federal and state regulations, internal policies, and underwriting guidelines.
  
  
  • Oversee and ensure file quality, documentation accuracy, and audit readiness.
  
  
  • Partner with Compliance, Risk, and Quality Control to address findings and implement corrective actions.
  
  
  
  


• (15%) Member Experience & Service Quality:
  
  
  
  • Ensure an exceptional member experience from application through closing.
  
  
  • Establish and reinforce service standards, communication expectations, and follow-up practices.
  
  
  • Provide guidance to team members in resolving escalated member concerns and complex lending scenarios ensuring timely, effective solutions while personally intervening to drive resolution when necessary.
  
  
  
  

Interested? Here are the qualifications we need to see on your resume:

Experience:

• Eight years of mortgage lending experience, with at least two years in a leadership role. Demonstrated experience managing production, pipeline performance, and team development.


• Experience in a credit union or community-focused financial institution preferred.


• Experience with Encompass and Built is preferred.

Education:

• Bachelor's degree in business, finance, or related field; or four years of additional experience in lieu of degree

Essential cognitive/physical/social requirements of position:

Must be able to learn and retain information; resolve problems and think sequentially; remain in a stationary position; constantly operate a computer; and converse with others on a continual basis.

Deadline for Application: All resumes must be received on or before 9/14/2026

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at [e-mail]. Request for reasonable accommodation will be considered on a case by case basis.

\"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together.\"

-Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans