Manager, Mortgage Sales - Fort Worth
Listed on 2026-07-22
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Finance & Banking
Banking & Finance, Financial Compliance, BD Manager
Exciting Leadership Opportunity at EECU —
Manager, Mortgage Sales
Are you a high-performing mortgage leader ready to build, inspire, and drive growth? EECU is seeking a dynamic Manager, Mortgage Sales to lead our mortgage production strategy and elevate our member lending experience.
In this pivotal leadership role, you will:
- Lead and develop a team of Mortgage Loan Originators to exceed production goals
- Drive mortgage growth through strategic pipeline management and business development initiatives
- Expand referral networks by partnering closely with branch leadership and operational teams
- Improve conversion and pull-through rates while delivering an exceptional member experience
- Ensure compliance with regulatory and investor guidelines while maintaining operational excellence
This is more than a management role — it’s an opportunity to shape strategy, coach top talent, and directly contribute to the credit union’s continued growth and success. In addition to leading the team, you will originate loans through self-sourced referral channels, allowing you to remain active in the business while driving performance at a higher level.
If you are a results-driven mortgage professional who thrives on leadership, accountability, and building strong partnerships, this is your opportunity to make a measurable impact within a culture committed to member-focused service.
This is an in-office leadership position.
Essential Functions:- Lead, coach, and develop mortgage loan originators to achieve individual and team production, quality and member experience goals.
- Establish and execute mortgage production strategies aligned with credit union growth objectives. Including SOP, product reviews and system training.
- Monitor pipeline activity, application flow, pull-through rates, and closing performance to ensure consistent volume and operational efficiency.
- Respond to inquiries and/or referrals that are generated from their own contacts or from other EECU business channels. Knowledge of secondary loans, not limited to Purchase Money/Refinance, (Conventional, FHA, VA), HELOC and Home improvement loan applications. Loans submitted must comply with EECU’s lending criteria as well as Fannie Mae, Freddie Mac, and Ginnie Mae requirements.
- Drive business development through partnerships with branch teams, real estate professionals, builders, and community networks to increase referral-based lending.
- Manage performance expectations through regular coaching, goal setting and performance reviews. Recruit, onboard, and retain high-performing talent while fostering a culture of accountability and member‑first service.
- Analyze production metrics, market trends, and performance data to identify opportunities for growth and process improvements. Participate in strategic planning, budgeting, and incentive program execution related to mortgage production.
- Must be proficient in Velocify, Excel, Encompass, Talk Desk, Polly, Blend, and Microsoft Teams. Understanding of HMDA, and Escrow analysis a plus. Will be licensed In NMLS and through the State of Texas as a Mortgage Loan Originator.
- Must have 2 years management experience and 5 plus years mortgage lending experience with Mortgage GSE regulation knowledge.
- Ability to balance analytical processes of qualifying a mortgage applicant with sales skills to place them in the best loan product to meet the applicant’s needs.
- Ability to speak effectively in front of groups and/or clients required.
- Ability to effectively communicate across all channels such as telephone, email, text and in person.
- Possess analytical abilities to evaluate credit reports, title work/abstracts, appraisals, flood certificate, surveys.
- Possess extensive knowledge of all loan types offered.
- Knowledge of real Estate processing State and Federal laws, FNMA, FHLMA, FHA/VA knowledge, rules and regulations regarding real estate lending and real property insurance coverages required.
- Attention to detail and follow up is critical to success.
- Ability to work in a fast‑paced environment and within strict time deadlines required.
- Must be goal oriented, team player,…
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