Personally originate mortgage loan applications including conventional, government, construction, and home equity products
Maintain an active pipeline and personal production goals
Conduct financial analysis and guide customers through the mortgage process
Build and maintain relationships with Realtors, builders, financial advisors, and other referral sources
Work assigned online and digital lead opportunities
Recruit, onboard, coach, and develop Virtual Branch Mortgage Loan Originators
Establish production goals, activity expectations, and performance standards
Conduct regular one-on-one coaching sessions focused on sales performance, pipeline management, lead conversion, and professional development
Review team production metrics and implement strategies to improve effectiveness and profitability
Foster a positive, accountable, and results-oriented sales culture
Monitor branch production, lead conversion, pull-through rates, and overall team performance
Ensure effective distribution and management of digital leads
Collaborate with Marketing, Operations, Secondary Market, and Credit teams to optimize production results
Drive execution of sales campaigns and strategic initiatives
Ensure team members consistently deliver exceptional customer service
Promote cross-selling and referrals to other areas of Heritage Bank
Resolve customer concerns and support team members in complex situations.

Meet all NMLS licensing requirements for Mortgage Loan Originators
Minimum 5 years of mortgage lending experience with a demonstrated history of successful production
Previous mortgage sales leadership, coaching, or team development experience preferred
Proven ability to recruit, develop, and retain high-performing sales professionals
Strong understanding of mortgage sales metrics, lead conversion strategies, and pipeline management
Excellent communication, leadership, and interpersonal skills
Proficiency with mortgage technology platforms, CRM systems, and Microsoft Office products
Bachelor's degree or equivalent combination of education and experience preferred.

Sales Manager

Key skills