Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and developing a profitable sales team.
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.
Ensure personal and team adherence to Truist Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.
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.
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.
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.

Bachelor's degree or equivalent education and related experience
5+ years mortgage industry experience or experience in the financial services field
Manages a team of 4+ Mortgage Loan Originators
Strong understanding of mortgage lending, knowledgeable in all types of mortgage loans
Excellent verbal, written, and communication skills
Proven ability to recruit and retain productive, engaged teammates
Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR)

Mortgage Producing Sales Manager

Key skills