Department: Consumer Direct - Mortgage
Reports to: Head of Production
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.
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.
Texana Bank Mortgage
1680 Keller Pkwy
Keller, Texas 76248
