JOB SUMMARY: Responsible for producing and leading a mortgage sales team toward achieving production goals. Responsible for consulting, partnering, creating, and conducting training as well as designing training solutions and overall mortgage education for new hires. As an outside position, 50%+ time will be spent outside the office/home office.
ESSENTIAL FUNCTIONS:
- Educate new hires on mortgage education and Encompass through support and training sessions (i.e., virtual, recorded, and/or onsite)
- Actively support and promote Texana Banks’ processes, procedures, and culture.
- Stay abreast of industry, policy and product changes.
- Responsible to drive profitability monthly loan volume goals and conversion metrics
- Ensures team members are held accountable to Company production, activity, and quality standards.
- Ensure accuracy of loan data to mitigate quality issues.
- Participate in the development, documentation, training and implementation of departmental policies and procedures
- Responsible for interviewing & hiring new sales staff
- Responsible for providing other departmental leaders with written feedback for the purpose of improving overall corporate operational efficiency
- Responsible for forecasting departmental staffing needs based on projected workload
- Conduct annual performance reviews with direct reports
- Responsible for meeting Texana Bank’s commitment to compliance
- Other duties as assigned with the role.
QUALIFICATIONS:
- Minimum of three (3) years related experience in the mortgage industry as a Sales manager
- Advanced knowledge of mortgage lending programs.
- Must be proficient in Encompass
- 1+ years of experience in training/development
- Proficiency in MS Office and mortgage software
- Comprehension of lending procedures.
- In-depth understanding of relevant rules and regulations.
- Ability to function independently in a multi-task environment as well as part of a team.
- Ability to analyze information and make informed decisions.
- Strong organization skills and detail oriented.
- Excellent communication and sales skills.
