Heritage Bank NW logo
Heritage Bank NW

We believe that when banks and neighbors work together, great communities grow stronger.

Sales Manager

SalesSalesFull TimeRemoteSeniorTeam 501-1,000Since 1927H1B No SponsorCompany SiteLinkedIn

Location

Florida + 5 moreAll locations: Florida | Iowa | Minnesota | Missouri | South Dakota | Wisconsin

Posted

17 hours ago

Salary

$60K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Sales Manager

Heritage Bank NW

• Personally originate mortgage loan applications including conventional, government, construction, and home equity products • Maintain an active pipeline and personal production goals • Conduct financial analysis and guide customers through the mortgage process • Build and maintain relationships with Realtors, builders, financial advisors, and other referral sources • Work assigned online and digital lead opportunities • Recruit, onboard, coach, and develop Virtual Branch Mortgage Loan Originators • Establish production goals, activity expectations, and performance standards • Conduct regular one-on-one coaching sessions focused on sales performance, pipeline management, lead conversion, and professional development • Review team production metrics and implement strategies to improve effectiveness and profitability • Foster a positive, accountable, and results-oriented sales culture • Monitor branch production, lead conversion, pull-through rates, and overall team performance • Ensure effective distribution and management of digital leads • Collaborate with Marketing, Operations, Secondary Market, and Credit teams to optimize production results • Drive execution of sales campaigns and strategic initiatives • Ensure team members consistently deliver exceptional customer service • Promote cross-selling and referrals to other areas of Heritage Bank • Resolve customer concerns and support team members in complex situations.

Job Requirements

  • Meet all NMLS licensing requirements for Mortgage Loan Originators
  • Minimum 5 years of mortgage lending experience with a demonstrated history of successful production
  • Previous mortgage sales leadership, coaching, or team development experience preferred
  • Proven ability to recruit, develop, and retain high-performing sales professionals
  • Strong understanding of mortgage sales metrics, lead conversion strategies, and pipeline management
  • Excellent communication, leadership, and interpersonal skills
  • Proficiency with mortgage technology platforms, CRM systems, and Microsoft Office products
  • Bachelor's degree or equivalent combination of education and experience preferred.

Benefits

  • Paid time off
  • Paid holidays
  • Paid volunteer days
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) retirement plan
  • Employee Stock Ownership Plan (ESOP)

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