UFCU · 1 day ago
Mortgage Sales Manager
Austin, Texas, United States
Full-time
Onsite
Senior Level
5+ years expUFCU is a credit union dedicated to empowering its members to achieve financial success. The Mortgage Sales Manager is responsible for leading a high-performing mortgage team while personally originating residential mortgage loans, focusing on team development and operational excellence.
Financial Services
Responsibilities
Lead, manage, and mentor a team of Loan Officers
Drive a strong, service-oriented culture focused on communication, accountability, and results
Oversee daily team operations to ensure efficiency, accuracy, and alignment with company policies
Build a healthy, collaborative team environment that attracts and retains top talent
Conduct regular team meetings, pipeline reviews, and one-on-one coaching sessions
Develop and execute a team growth strategy focused on increasing market share and brand visibility
Build relationships with realtors, builders, financial professionals, and community partners to generate referral business
Collaborate with UFCU lending including the retail branches, consumer lending and business banking to increase member cross-selling opportunities
Monitor local market trends and adjust business strategies accordingly
Originate residential mortgage loans, ensuring high levels of customer satisfaction and file quality
Manage your personal pipeline from application through funding while meeting monthly production goals
Communicate proactively with borrowers, referral partners, processors, and underwriters to ensure a smooth loan process
Ensure team production meets company standards for quality, compliance, and service
Review pipelines for accuracy, completeness, and adherence to regulatory and company guidelines
Partner with underwriting, processing, and closing to drive efficient turn times and issue resolution
Maintain a culture of compliance and ethical lending practices across the branch
Adheres to all company policies, procedures, and business ethics codes
Completes required regulatory training as assigned
Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations
Qualification
Required
Minimum 5 years mortgage origination experience
Proven success as a high-producing Loan Officer and/or Branch Manager
Strong leadership, coaching, and motivational skills
In-depth knowledge of mortgage guidelines, loan products, and regulatory requirements (FHA, VA, Conventional, USDA, state programs)
Excellent communication, interpersonal, and relationship-building abilities
Strong problem-solving skills and the ability to make sound decisions under pressure
High School Diploma or Equivalent
Must be bondable – requirement for all UFCU roles
Displays strong interpersonal skills through fostering teamwork and demonstrating patience and respect when dealing with difficult situations
Strong relationship-building skills with REALTORS®, builders, and referral partners
Fully competent in Microsoft Office, Encompass, and other related software programs. Demonstrates the ability to use loan origination software to efficiently perform job functions
Knowledgeable in all aspects of the Federal and State Regulations dealing with Mortgage and Home Equity lending, required. These include but are not limited to: HMDA, RESPA, Fair Housing, ECOA, TIL, and Section 50, Article XVI of the Texas Constitution
Ability to present ideas and thoughts in a clear, concise manner. Ability to make oral presentations with persuasiveness and confidence. Ability to use clear and simple language to get the message across to members and co-workers
Able to quickly build rapport and establish credibility with members and co-workers
Ability to manage multiple projects, under tight deadlines while maintaining the accuracy and integrity of loan documentation
Preferred
Experience leading a branch or mortgage sales team
Existing referral network in local market
Proficiency with LOS, CRM systems, and digital mortgage tools
Consistent monthly personal production
Positive relationships with referral partners and internal departments
High customer satisfaction ratings and strong repeat/referral business
Company
UFCU
Empowering our Members to achieve financial success and brighter futures. Federally Insured by NCUA. Equal Housing Lender.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Crowl
CEO & President
Rhonda Pavlicek, MBA, CPA
Executive Vice President of Finance & Risk / Chief Financial Officer
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