Manager, Mortgage Outside Sales

$90,000 - $100,000/Yr

Sandia Laboratory Federal Credit Union - Livermore, CA

Full-time - Manager

Livermore, CA

Credit Intermediation and Related Activities

About the position

The Manager of Mortgage Outside Sales at Sandia Laboratory Federal Credit Union is responsible for leading and directing the activities of the Outside Mortgage Sales team. This role involves overseeing daily operations, managing staff, and ensuring the team meets production and quality goals while fostering a positive work environment. The manager will develop sales programs, monitor productivity, and build relationships with real estate professionals and other referral sources to enhance business development.

Responsibilities

• Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.
• Oversee the daily workflow of the department and provide constructive performance evaluations.
• Coach, mentor, and motivate staff to ensure timely and accurate communication.
• Foster a productive work environment that supports employee development and meets established goals.
• Develop a sales program for the Credit Union with established goals and monitor sales productivity.
• Assist team members in building their book of business and ensure productivity goals are met.
• Create a member-focused sales culture that balances accountability with core values.
• Partner with business unit leaders to establish referral goals for member servicing.
• Produce and analyze reports on key departmental metrics to support decision-making.
• Develop and maintain visibility in the marketplace and relationships with real estate professionals and builders.
• Assist in preparing the annual budget and monitor expenditures to meet financial expectations.
• Provide insight into the annual business planning process and production targets.
• Perform as backup for Loan Origination staff in their absence.
• Manage incoming leads through various communication channels.

Requirements

• Minimum six years of mortgage sales experience.
• Bachelor's degree or certification in business administration or related field, or more than six years of related experience.
• Excellent interpersonal and negotiation skills.
• Strong proficiency with Microsoft Office applications.
• Familiarity with information technology and digital communication.
• Strong organizational skills in managing multiple initiatives.
• Strong analytical and problem-solving skills.
• Sound credit judgment and underwriting skills.
• Excellent pipeline management skills.
• Current registration with the Nationwide Mortgage Licensing System (NMLS) or ability to become registered upon employment.

Benefits

• Competitive salary ranging from $90,000 to $100,000 per year.