Retail Producing Sales Manager - Mortgage

Truist; Fort Worth (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Truist Fort Worth is seeking a direct sales manager for a Mortgage Loan Originator team. The role focuses on driving growth and profitability by executing Truist Mortgage LOB strategic plans and initiatives, while leading and coaching a team of MLOs.

You will champion strategic sales activities, manage relationships with COIs, and collaborate with internal partners to optimize the mortgage lending process and client experience.

Qualifications

• Bachelor's degree or equivalent education and experience.
• 5+ years mortgage industry experience or related financial services.
• Manages a team of 4+ Mortgage Loan Originators.
• Strong understanding of mortgage lending across loan types.
• Excellent verbal and written communication; able to recruit and retain staff.
• Active NMLSR registration with a Truist sponsorship and federal SAFES act compliance.

Responsibilities

• Achieve production goals through personal production and leadership of a 4+ MLO team.
• Drive mortgage loan sales by leading strategic plans and coordinating with internal partners; engage in business development with MLOs.
• Ensure adherence to Truist lending policies, government regulations, and quality control standards.
• Improve client service by adopting digital client experiences and managing mortgage processes.
• Champion partnerships between sales and operations; assist with document follow-up as needed.
• Stay informed on local real estate market trends and mortgage product developments.

Skills

Team leadership

Mortgage lending knowledge

Communication skills

Recruiting & coaching

Regulatory compliance

Education

Bachelor's degree or equivalent

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

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

• Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.
• 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.
• Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.
• 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.
• 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.
• 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

• 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 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

• 2+ years management experience
• 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.

EEO is the Law E-Verify IER Right to Work