Retail Producing Sales Manager - Mortgage

Truist; Austin (TX); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is hiring a Direkt Sales Manager for a Mortgage Loan Originator team in the United States. The role leads growth initiatives, recruits and coaches a team of Mortgage Loan Originators, and aligns with Truist Lending policies and regulatory standards to drive superior sales performance and client satisfaction.

The manager will guide business development with COIs, coordinate with internal partners, and ensure high-quality service through effective processes and digital experiences for

Qualifications

• Bachelor’s degree or equivalent education and related experience.
• 5+ years mortgage industry experience or experience in the financial services field.
• Manages a team of 4+ Mortgage Loan Originators.
• Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans.
• Excellent verbal, written, and communication skills.
• Proven ability to recruit and retain productive, engaged teammates.
• Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing (NMLSR).
• NMLSR system registry with a unique identifier in compliance with federal SAFE Act requirements.

Responsibilities

• Achieve production goals through personal production and leadership of the MLO team.
• Lead, communicate, and execute a strategic sales plan with COIs and Truist partners.
• Ensure compliance with Truist lending policies and regulatory requirements.
• Improve client service quality via digital client experience and efficient mortgage processes.
• Support partnerships between sales and operations and assist with document follow-up as needed.
• Stay informed on local real estate market conditions and mortgage trends and provide actionable feedback.

Skills

Leadership & Team Management

Sales Leadership

Communication

Recruitment & Retention

Strategic Planning

Education

Bachelor’s degree or equivalent education

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serves as the direct sales manager of a Mortgage Loan Originator (MLO) team. Responsible for delivering superior growth and profit by executing on Truist Mortgage LOB strategic plans and initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.
2. Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners; Take an active role in business development efforts with MLO team.
3. Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.
4. Continuously improve client service quality by modeling and leading the adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates.
5. Champion effective partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.
6. Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or equivalent education and related experience
2. 5+ years mortgage industry experience or experience in the financial services field
3. Manages a team of 4+ Mortgage Loan Originators
4. Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans
5. Excellent verbal, written, and communication skills
6. Proven ability to recruit and retain productive, engaged teammates
7. Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing
8. System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the
   federal S.A.F.E. act requirements

Preferred Qualifications:

1. 2+ years management experience
2. Prior experience with management of internal and external relationships and partnerships

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

• Sitting/Standing/Walking/Bending/Lifting
• Sitting (if checked, indicate frequency)
• Frequently (25% - 50% of the time)
• Standing (if checked, indicate frequency)
• Frequently (25% - 50% of the time)
• Walking (if checked, indicate frequency)
• Frequently (25% - 50% of the time)
• Bending (if checked, indicate frequency)
• Choose an item.
• Lifting (if checked, indicate pounds)
• Up to 25 lbs.
• Visual / Audio / Speaking
• Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
• Manual Dexterity / Keyboarding
• Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
• Availability
• Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
• Travel
• Up to 25%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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