Why this role matters
At Truliant Federal Credit Union, helping members achieve homeownership is one of the most meaningful ways we serve our communities. As a Mortgage Loan Officer Producing Team Manager, you'll lead and inspire a team of mortgage professionals while also building your own portfolio of lending relationships. Your leadership, industry expertise, and commitment to exceptional service will directly impact our members' financial goals and the continued growth of our mortgage business. This role is ideal for someone who enjoys developing people, driving results, and building lasting relationships in the community.
What you’ll do
In this role, you'll balance hands-on mortgage production with sales leadership, helping your team identify opportunities, strengthen referral partnerships, and deliver an outstanding member experience from application through closing. You will work closely with branch leaders, mortgage operations teams, and community partners to grow residential lending while maintaining compliance and service excellence.
Day to day, you’ll:
- Lead, coach, and develop a team of Mortgage Loan Officers to achieve production goals and deliver exceptional member experiences
- Build and maintain referral partnerships with real estate professionals, community organizations, and other business partners
- Originate residential mortgage loans while guiding members through the lending process and ensuring regulatory compliance
What you bring
We're looking for a relationship-focused mortgage professional who combines strong sales results with a passion for leadership. Successful candidates are skilled at building trust, developing talent, and navigating the mortgage process with confidence and professionalism.
Required Experience:
- 5+ years of mortgage lending experience
- Demonstrated success in mortgage sales, business development, and marketing
- Experience meeting or exceeding production goals and developing referral networks
Required Skills:
- Ability to lead, coach, and motivate a sales-oriented mortgage team
- Knowledge of residential mortgage products, underwriting guidelines, processing, closing practices, and regulatory requirements
- Ability to prospect, generate leads, build referral relationships, and close new business
- Strong financial analysis skills with the ability to explain lending options to members
- Effective verbal and written communication skills and professional relationship-building abilities
- Proficiency with Microsoft Office and mortgage-related technology tools
Education/Certifications:
- Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent financial services experience
You should also be comfortable balancing personal production goals with team leadership responsibilities, managing multiple priorities, and serving as a resource for both members and team members.
What sets you apart
You don’t need to check every box, but here’s what will help you thrive in this role:
- Established network of real estate professionals and referral partners
- Experience working within a credit union environment
- Knowledge of secondary market practices and mortgage industry trends
- Experience training and developing high-performing mortgage sales teams
- Bachelor’s degree in Business, Finance, or a related experience with loan processing, or financial services
What you’ll get
We believe in supporting our team members both professionally and personally.
In this role, you can expect:
- An opportunity to lead a growing mortgage team while continuing to build your own lending portfolio
- A collaborative, member-focused culture where your expertise and leadership are valued
- Professional development opportunities to strengthen your leadership and mortgage industry knowledge
- Competitive compensation, comprehensive benefits, and resources designed to support your success
- The ability to make a meaningful impact on members pursuing homeownership throughout the communities we serve
Ready to Apply?
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
