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First Tech Federal Credit Union · 1 week ago

Sales Manager - Third Party Originations (TPO)

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $115K/yr

5+ years exp

First Tech Federal Credit Union is seeking a Sales Manager Third Party Originations (TPO) to lead a team of Account Managers in their wholesale mortgage channel. The role involves overseeing daily sales operations, coaching the team, and ensuring efficient loan pipeline management while partnering with leadership to set goals and monitor performance.

BankingFinance

No H1B

Hiring Manager

Marcie Olson

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 Mortgage TPO 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

Mortgage sales experienceTeam leadershipData analyticsBanking regulations knowledgeNMLS registrationMicrosoft Office SuiteLoan operations softwareInfluencing skillsRelationship buildingCommunication skills

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

Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually

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)