First United Bank

Mortgage Sales Manager

First United Bank • $70K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or GED required; preferred 10 years in mortgage lending.
  • Minimum one year of management experience preferred.
  • Demonstrated successful sales generation in mortgage lending.
  • Strong organizational skills essential.
  • Excellent verbal and written communication skills necessary.
  • Exceptional interpersonal communication skills required.
  • Solid understanding of bank, mortgage, and compliance regulations.

Responsibilities

  • Generate mortgage loans meeting company standards.
  • Recruit and retain Mortgage Loan Consultants effectively.
  • Ensure compliance with company and regulatory policies.
  • Manage and boost the professionalism and customer service of the team.
  • Support Mortgage Loan Consultants in cross-selling bank products.
  • Conduct regular performance reviews against sales plans.
  • Implement and oversee a business development strategy.

Benefits

  • Leadership development and coaching opportunities.
  • Access to a diverse range of community-focused marketing efforts.
  • Promote a culture of teamwork and quality customer service.
  • Regular compliance training and exams to uphold standards.
Full Job Description
Job Title
Mortgage Sales Manager

Job Description

SUMMARY

The Sales Manager is responsible for generating mortgage loans based on the same criteria as Mortgage Loan Consultants (MLC), and recruiting, training, and managing assigned Mortgage Loan Consultants based in production centers.  This position is directly responsible for loan origination objectives and leadership strategies that will expand market share. 

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Responsible for recruiting and retention of Mortgage Loan Consultants and business volumes. Responsible for the compliance with company and regulatory policies and procedures of all sales employees under his or her supervision, Ensure the management of the professionalism and quality of customer service and teamwork demonstrated by assigned employees. Responsible for maintenance and management of individual loan officer production levels to company standards. Assist, train, and manage Mortgage Loan Consultants in cross selling of bank products. Responsible for the overall quality of loan submissions. Ensure the overall growth of sales team, branch, and/or region Conduct a daily/weekly review of actual team performance against team plan.  Include team actions to improve service quality. Conduct and/or participate in assigned production meetings.  Proactively respond to and correct any deficiencies. Design, implement, and oversee a business development strategy consistent with FUB policies, objectives, and regulatory guidelines to manage and consistently improve the mortgage lending sales force.

ADDITIONAL DUTIES AND RESONSIBILITIES

  • Provide leadership through recognizing, coaching, and team building.
  • Ascertain the home financing needs of the FUB branch communities and ensure that marketing efforts are designed to reach all demographic market segments within the communities.
  • Performs other duties as requested by Executive Management or Supervisor. 
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures. 
  • Dresses professionally. 
  • Recommends to supervisor possible methods to improve department. 

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • Possession of a high school diploma or equivalent (GED).
  • Prefer 10 years experience in mortgage lending environment.
  • At least one year of management experience preferred.
  • Proven record of success for generating sales in a mortgage lending environment.

Technical/Functional Competencies

  • Possession of strong organizational skills.
  • Excellent verbal and written communication skills.
  • Exceptional interpersonal communication skills.
  • Ability to work independently on assigned tasks as well as to accept direction on given assignments.
  • Demonstrated technical knowledge of Bank, mortgage, federal and state lending and compliance/regulatory matters.  

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:
Moore, OKC-Southwest

About First United Bank

First United Bank is a community bank that provides a range of financial services to individuals and businesses. The company was founded in 1900 and is headquartered in Ada, OK. First United Bank offers a variety of banking products, including checking and savings accounts, loans, and credit cards. The company also provides wealth management services, such as investment management and financial planning. First United Bank has a strong presence in Oklahoma and Texas, with over 70 locations in those states. The company is publicly traded and is listed on the NASDAQ stock exchange under the ticker symbol FUNC.
Learn more about First United Bank
Size
273 employees
Market Cap
$126 million
Industry
Net Income
$14.2 million
Founded
1900
5 Year Trend
+4.9%
NASDAQ

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