MORTGAGE ORIGINATION MANAGER - KEMBA Financial Credit Union

Title: Mortgage Origination Manager

Reports to: Chief Sales Officer

Supervises: Mortgage Loan Advisors

Status: Exempt

Objective

The Mortgage Origination Manager will lead our mortgage origination team in providing excellent service, ensuring quality loan origination, and driving business growth. This manager will oversee a team of inside and outside sales Mortgage Loan Officers. This role must also maintain a solid knowledge and understanding of our current mortgage products and systems while training and coaching staff on those items and will play an integral role in partnering with business partners on product, process and system enhancements based on member and associate feedback.

Duties and Responsibilities

• Manages mortgage origination team, which includes recruiting, training, developing, and coaching
  • Motivates and leads the team to achieve service standards and sales production goals
  • Leads department and team meetings
• Handles internal borrower questions, inquiries, and complaints
• Manages, monitors, and measures department processes and procedures to maximize efficiency while supporting the credit union's financial goals and the borrower's best interest
• Develops and implements strategies to improve service and quality of work
• Develops relationships with industry professionals to grow and maintain a referral network. Coach the mortgage origination team to grow and maintain their own relationships
• Leverages resources to monitor the performance of the mortgage origination team, identify patterns and trends causing issues, and work towards business solutions. Recommend new and more efficient processes to improve turn times and quality of work
• Acts as a liaison between the sales team and the operations team developing strong relationships with mortgage operations and processing associates to collectively deliver a great experience to members and achieve overall goals
• Acts as a marketing lead for the origination team.
  • Filters requests from individual Mortgage Loan Advisors, submit project requests, and consult on marketing strategies
• Responsible for the mortgage origination team's product knowledge and continued education
• Supports and participate in department and credit union projects and initiatives
• Communicates with Senior Management on business needs and issues
• Develops a working knowledge of Credit Union’s systems
• Performs other duties as required by Credit Union management
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving instructions:
  • Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
  • Responds appropriately to feedback from a supervisor
  • Manages conflict effectively

Required Qualifications

• 5+ years of experience in mortgage origination
• 2+ years of experience as a sales Manager within the financial industry
• A Bachelor’s degree or equivalent work experience is preferred
• Ability to successfully manage and coach a team across remote and in-person settings
• Strong written and verbal communication skills

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.