Purdue Federal Credit Union · 1 month ago
Mortgage Sales Manager
Purdue Federal Credit Union is committed to helping members achieve homeownership through outstanding service and competitive products. The Mortgage Sales Manager is responsible for driving growth in mortgage originations, leading a team of loan originators, and ensuring compliance with lending regulations while fostering strong community relationships.
BankingFinancial Services
Responsibilities
Champion a member-first culture by reinforcing service expectations and ensuring all interactions reflect Purdue Federal’s standards of care
Recruit, train, and develop mortgage loan originators, setting clear goals and holding the team accountable for both production and service quality
Provide ongoing coaching through meetings, pipeline reviews, and one-on-one sessions to build skills, drive results, and strengthen member relationships
Support employees in identifying member needs, providing personalized mortgage solutions, and promoting appropriate credit union products and services
Foster a collaborative, performance-driven culture by modeling Purdue Federal’s mission, vision, and values, promoting accountability, recognition, and professional growth
Monitor performance, service feedback, and operational data to identify trends, address concerns, and implement improvements that enhance satisfaction and loyalty
Communicate priorities effectively and guide teams through organizational change with adaptability and resilience
Meet with members to provide professional mortgage counseling, including prequalification, product guidance, and financial education
Complete loan applications (1003), lock interest rates, prepare initial disclosures, and ensure timely collection of supporting documentation
Provide accurate calculations of estimated payments, closing costs, and funds needed at closing while maintaining proactive communication with members and third parties (realtors, builders, title companies)
Participate in closings, open houses, seminars, and other activities to build visibility and generate leads
Build and maintain referral networks with realtors, builders, financial advisors, and community partners across core markets
Partner with Marketing to design and implement localized outreach strategies
Represent Purdue Federal at community events, open houses, and industry functions to expand visibility and strengthen relationships
Monitor sales and market data to identify opportunities and adjust strategies to increase mortgage production
Partner with processing, underwriting, and closing teams to ensure an efficient and accurate loan process
Oversee resources, tools, and vendor relationships to support team readiness and operational effectiveness
Ensure compliance with federal and state lending regulations, secondary market guidelines, SAFE Act requirements, and internal controls
Maintain strong risk management and audit practices while providing feedback on product competitiveness and service enhancements
Qualification
Required
Knowledge of Secondary Market Guidelines/Federal Lending Regulations
Strong understanding of local housing markets in both Tippecanoe, Laporte and Lake Counties
Excellent interpersonal, leadership, and communication skills
Willingness to travel regularly between markets
Self-motivated and highly organized
Must be a team player with a positive attitude
Ability to communicate verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts
Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership
Employees are expected to adhere to all rules, regulations, policies and procedures applicable to this position