Lead and manage Loan Officers and operational staff within the branch, fostering a high-performing, service-oriented team environment.
Proactively recruit and onboard new Loan Officers, with a focus on growth, retention, and cultural alignment.
Ensure all new hires receive thorough training and support, with emphasis on productivity, quality, compliance, and customer experience.
Serve as a go-to resource for resolving customer service concerns, loan qualification issues, and day-to-day training opportunities.
Analyze pipeline volume and forecasting trends; set clear productivity expectations and track performance using KPIs.
Monitor branch performance against revenue goals and budget targets; use financial data to identify areas of strength and opportunity.
Stay current on all relevant mortgage regulations and ensure full compliance with industry standards (including TILA, RESPA, GLBA, etc.).
Maintain an active understanding of local market conditions, interest rate trends, and regulatory changes that impact borrowers and loan programs.
Develop and execute local marketing strategies to promote the branch, attract new borrowers, and enhance brand visibility in the community.
Build and maintain strong referral relationships with local realtors, builders, developers, and other key partners.
Maintain a personal pipeline of both self-generated and company-provided leads, guiding borrowers through the loan process from application to closing.
Take on additional duties and projects as assigned by management to support branch and company-wide initiatives.
Requirements
High school diploma or equivalent
Active NMLS licensure in one or more states
5+ years of experience as a Mortgage Loan Originator (MLO)
2+ years of experience in a supervisory or leadership role within mortgage sales
Experience with sales forecasting, pipeline planning, and recruiting is preferred
Technical proficiency in Microsoft Office suite required; experience with Encompass LOS strongly preferred
Proven ability to lead, support, and motivate a team in a hybrid work environment
Demonstrated success in both sales production and team leadership
In-depth knowledge of mortgage loan products, industry regulations, and underwriting guidelines
Strong communication skills with the ability to present ideas clearly and effectively
Highly organized with strong problem-solving and analytical abilities
A commitment to excellence, professionalism, and achieving team goals.
Benefits
Full-time employees are eligible to participate in NewFed’s benefits package and 401(k) plan on the first of the month following 30 days of employment.
401(k) Plan: Includes a company match to support long-term financial goals.
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