Mortgage Area Sales Leader

Title: Mortgage Area Sales Leader

Location: Williamson County / Davidson County, TN

About our Client:

• An independent, community-based bank that offers a full suite of personal, business banking and mortgage services with a hometown spirit that delivers friendly personal attention. Their combination of big bank resources and community bank service has helped distinguish them as one of the top banks in the South. Their experienced and knowledgeable Mortgage Lenders are helping people finance their ideal homes in Middle Tennessee and surrounding areas, ensuring that all have a personal and positive home loan experience. Translate vision into realityto do what it takes to turn this banks mortgage division aspiration, passion and accomplishments into the real world.

Your Role as the Mortgage Area Sales Leader:

The Mortgage Area Sales Leader performs a wide range of duties relating to the origination of residential mortgage loans for the bank and outside referrals. Meet standards and objectives defined by management for personal loan sales. Assumes overall responsibility for the residential loans from to application to closing on their personal production. In addition, responsible for the overall production of their defined team and the day-to-day management of each Mortgage Loan Originator (MLO). Effectively partner with operations to drive closed loan volume.

Key Duties and Responsibilities

• Develop and foster referral source relationships (realtors, builders, professional and personal contracts, etc.).


• Develop a sales culture and sales focused environment within the team. This includes teaching sales skills and becoming the MLOs accountability partner to ensure they are closing minimum production standards monthly.


• Develop and foster relationships with bank personnel to build business and referrals


• Maintain knowledge of bank policies and procedures.

Supervisory Responsibilities

Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

• Manage a team of at least 7 MLOs.


• Manage personal and team production and KPIs.


• Hold business plan reviews with sales team.


• Build strategic and tactical plans for driving volume growth in assigned area


• Participate in sales calls with MLOs.


• Assist departmental management in identifying possible improvements in systems and procedures


• Ensure that MLOs provide a high level of customer service to external customers based on Gallup customer engagement data. Actively participate in ongoing efforts to continually improve customer service for both internal and external customers.


• Monitor compliance issues, including that all loan originators attend required meetings and are in compliance with state and federal regulations, as well as policies and procedures set by the bank.


• Recruit and train MLOs in uncovered bank locations from a seasoned or veteran purchase producing MLO category only.

Background Profile for the Mortgage Area Sales Leader:

• Bachelors Degree in Banking, Finance, or Business Administration preferred or equivalent experience


• 8+ years of management experience in the mortgage industry


• Proven track record of sales success with their team


• Demonstrated ability to complete all phases of the mortgage loan origination process and mastery of loan products and regulations such as FHA, VA, THDA, and conventional residential mortgage loans


• Up to date industry knowledge and advanced technical/ computer skills


• Commitment to outstanding client service


• Strong judgment and decision-making skills


• Great interpersonal skills, including written and verbal communication