First Tech Federal Credit Union · 2 months ago
Wholesale Mortgage Sales Manager
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $115K/yr
5+ years expFirst Tech Federal Credit Union is seeking a Wholesale Mortgage Sales Manager to lead a team of Account Managers in their wholesale mortgage channel. The role involves overseeing daily sales operations, coaching the team, ensuring efficient loan pipeline management, and partnering with leadership to set and monitor performance goals.
BankingFinance
No H1B
Responsibilities
Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
Oversee the day-to-day activities of the Account Managers (AM), ensuring consistent execution of sales processes, partner service standards, and pipeline management
Monitor loan pipelines and assist AMs with loan-level scenarios, structuring, and submissions, ensuring files move efficiently through the process
Partner with the VP of Wholesale Lending to set sales goals and continually assess the performance of the sales team, making the necessary adjustments to drive sales and meet organizational goals
Coordinate and lead regular sales huddles, one-on-one meetings, and performance reviews to keep the team aligned and motivated
Provide feedback from the field to leadership on competitive intelligence, pricing, and process improvement opportunities
Ensure adherence to compliance, risk, and regulatory standards in all sales activities, escalating issues as needed
Foster a culture of collaboration, accountability, and continuous improvement within the sales team
Qualification
Required
Minimum 5 years' experience in mortgage sales, including sales processes, operations, data analytics, and/or quantitative marketing
Ability to identify and break down complex business problems and develop recommendations
Ability to foster strong relationships with internal and external stakeholders
Ability to successfully influence at all levels of the organization
Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership
Strong knowledge of banking regulations including Reg Z, Reg B, and RESPA
Strong knowledge of mortgage options such as Fannie Mae, Freddie Mac, and/or FHA
Working knowledge of Microsoft Office Suite and loan operations software (Encompass preferred)
Certification/License: NMLS registration
Minimum Education: High School Diploma
Preferred
Experience leading and coaching employees to increase production and overall performance is preferred
Bachelor's degree preferred
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Company
First Tech Federal Credit Union
First Tech Federal Credit Union is an Oregon-based investment bank that focuses on technology-driven companies.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kalyan Rajamani
Chief Technology Officer
E
Evelyn Prime-MacAdam
SVP, Digital Product
Recent News
2026-01-11
WBJournal.com
2025-12-11
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