Mortgage sales manager

Truist
Bethesda, MD Full Time
POSTED ON 10/5/2024 CLOSED ON 10/7/2024

What are the responsibilities and job description for the Mortgage sales manager position at Truist?

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Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

Serves as the direct sales manager of a Mortgage Loan Originator (MLO) team. Responsible for delivering superior growth and profit by executing on Truist Mortgage LOB strategic plans and initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.

2. Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external COIs and coordinating sales activities with internal Truist partners;

Take an active role in business development efforts with MLO team.

3. Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.

4. Continuously improve client service quality by modeling and leading the adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates.

5. Champion effective partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.

6. Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position.

Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities.7.This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.

QUALIFICATIONS

Required Qualifications :

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.

1. Bachelor's degree or equivalent education and related experience

2. 5 years mortgage industry experience or experience in the financial services field

3. Manages a team of 4 Mortgage Loan Originators

4. Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans

5. Excellent verbal, written, and communication skills

6. Proven ability to recruit and retain productive, engaged teammates

7. Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing

8. System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the

federal S.A.F.E. act requirementsPreferred Qualifications :

1. 2 years management experience

2. Prior experience with management of internal and external relationships and partnershipsOTHER JOB REQUIREMENTS / WORKING CONDITIONSSitting / Standing / Walking / Bending / Lifting

Sitting (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Standing (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Bending (if checked, indicate frequency)

Choose an item.

Lifting (if checked, indicate pounds)

Up to 25 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy / fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager / supervisor and required by business need.

Travel

Up to 25%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and / or a deferred compensation plan.

As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

PDN-9d296031-5dff-4b51-a58c-11b0dccf220d

Last updated : 2024-10-05

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