Mortgage Sales Manager

Overview

Mortgage Sales Manager Job Description

The Mortgage Sales Manager is responsible for leading, developing, and growing a high-performing mortgage team while personally originating residential mortgage loans. This role combines production leadership, strategic growth, talent development, and operational excellence to ensure the team meets or exceeds monthly volume and profitability goals. The ideal candidate is an experienced mortgage professional with strong sales, leadership, and compliance skills who can balance personal production with team oversight.

The Mortgage Sales Manager is an exempt position and reports to Senior Manager, Mortgage Loan Production.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures
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In Pursuit Of Our Aspiration That UFCU Is Loved By Millions Of Members And Built To Thrive For Generations, We Are Guided By Our Values

Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

• Lead, manage, and mentor a team of Loan Officers.
• Drive a strong, service-oriented culture focused on communication, accountability, and results.
• Oversee daily team operations to ensure efficiency, accuracy, and alignment with company policies.
• Build a healthy, collaborative team environment that attracts and retains top talent.
• Conduct regular team meetings, pipeline reviews, and one-on-one coaching sessions.

• Develop and execute a team growth strategy focused on increasing market share and brand visibility.
• Build relationships with realtors, builders, financial professionals, and community partners to generate referral business.
• Collaborate with UFCU lending including the retail branches, consumer lending and business banking to increase member cross-selling opportunities.
• Monitor local market trends and adjust business strategies accordingly.

• Originate residential mortgage loans, ensuring high levels of customer satisfaction and file quality.
• Manage your personal pipeline from application through funding while meeting monthly production goals.
• Communicate proactively with borrowers, referral partners, processors, and underwriters to ensure a smooth loan process.

• Ensure team production meets company standards for quality, compliance, and service.
• Review pipelines for accuracy, completeness, and adherence to regulatory and company guidelines.
• Partner with underwriting, processing, and closing to drive efficient turn times and issue resolution.
• Maintain a culture of compliance and ethical lending practices across the branch.

• Adheres to all company policies, procedures, and business ethics codes.
• Completes required regulatory training as assigned.
• Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

• Displays strong interpersonal skills through fostering teamwork and demonstrating patience and respect when dealing with difficult situations.
• Strong relationship-building skills with…