Manager, Mortgage Sales - Fort Worth, TX

About the role

EECU is seeking a dynamic Manager, Mortgage Sales to lead our mortgage production strategy and elevate our member lending experience. This is an in-office leadership position.

Responsibilities

• Lead, coach, and develop mortgage loan originators to achieve individual and team production, quality and member experience goals.
• Establish and execute mortgage production strategies aligned with credit union growth objectives.
• Monitor pipeline activity, application flow, pull-through rates, and closing performance to ensure consistent volume and operational efficiency.
• Respond to inquiries and/or referrals that are generated from their own contacts or from other EECU business channels.
• Drive business development through partnerships with branch teams, real estate professionals, builders, and community networks to increase referral-based lending.
• Manage performance expectations through regular coaching, goal setting and performance reviews.
• Recruit, onboard, and retain high-performing talent while fostering a culture of accountability and member-first service.
• Analyze production metrics, market trends, and performance data to identify opportunities for growth and process improvements.
• Participate in strategic planning, budgeting, and incentive program execution related to mortgage production.

Requirements

• Must be proficient in Velocify, Excel, Encompass, TalkDesk, Polly, Blend, and Microsoft Teams.
• Understanding of HMDA, and Escrow analysis a plus.
• Will be licensed In NMLS and through the State of Texas as a Mortgage Loan Originator.
• Must have 2 years management experience and 5 plus years mortgage lending experience with Mortgage GSE regulation knowledge.
• College degree required.
• Ability to balance analytical processes of qualifying a mortgage applicant with sales skills to place them in the best loan product to meet the applicant's needs.
• Ability to speak effectively in front of groups and/or clients required.
• Ability to effectively communicate across all channels such as telephone, email, text and in person.
• Excellent written, oral, time management, communication skills.
• Possess analytical abilities to evaluate credit reports, title work/abstracts, appraisals, flood certificate, surveys.
• Possess extensive knowledge of all loan types offered.
• Knowledge of real Estate processing State and Federal laws, FNMA, FHLMA, FHA/VA knowledge, rules and regulations regarding real estate lending and real property insurance coverages required.
• Attention to detail and follow up is critical to success.
• Able to work in a fast-paced environment and withing strict time deadlines required.
• Must be goal oriented, team player, positive in nature, and highly detailed.
• Able to participate in outside promotional events conducted by the real estate department.

Qualifications

• Compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Reg DD, Reg E, Reg CC, Service Members Civil Relief, and FCRA/FACTA.
• Required to attend initial and ongoing annual Bank Secrecy Act training.

Skills

• Strong leadership and coaching skills.
• Strategic thinking and business development expertise.
• Effective communication and relationship-building abilities.
• Proficiency in relevant software tools.
• Knowledge of mortgage regulations and compliance.

Benefits

• In-office leadership position.
• Competitive compensation package.
• Flexible work schedule.
• Employee wellness programs.
• Professional development opportunities.
• Community involvement and volunteer opportunities.

Pay

Compensation is commensurate with experience.

Schedule

Typically Monday-Friday 8am-5pm.