Mortgage Loan Officer Producing Team Manager

Job description

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, helping members achieve homeownership is one of the most meaningful ways we serve our communities. As a Mortgage Loan Officer Producing Team Manager, you'll lead and inspire a team of mortgage professionals while also building your own portfolio of lending relationships. Your leadership, industry expertise, and commitment to exceptional service will directly impact our members' financial goals and the continued growth of our mortgage business. This role is ideal for someone who enjoys developing people, driving results, and building lasting relationships in the community.

What you'll do

In this role, you'll balance hands-on mortgage production with sales leadership, helping your team identify opportunities, strengthen referral partnerships, and deliver an outstanding member experience from application through closing. You will work closely with branch leaders, mortgage operations teams, and community partners to grow residential lending while maintaining compliance and service excellence.

Day to day, you'll:

Lead, coach, and develop a team of Mortgage Loan Officers to achieve production goals and deliver exceptional member experiences

Build and maintain referral partnerships with real estate professionals, community organizations, and other business partners

Originate residential mortgage loans while guiding members through the lending process and ensuring regulatory compliance

What you bring

We're looking for a relationship-focused mortgage professional who combines strong sales results with a passion for leadership. Successful candidates are skilled at building trust, developing talent, and navigating the mortgage process with confidence and professionalism.

Required Experience:

5+ years of mortgage lending experience

Demonstrated success in mortgage sales, business development, and marketing

Experience meeting or exceeding production goals and developing referral networks

Required Skills:

Ability to lead, coach, and motivate a sales-oriented mortgage team

Knowledge of residential mortgage products, underwriting guidelines, processing, closing practices, and regulatory requirements

Ability to prospect, generate leads, build referral relationships, and close new business

Strong financial analysis skills with the ability to explain lending options to members

Effective verbal and written communication skills and professional relationship-building abilities

Proficiency with Microsoft Office and mortgage-related technology tools

Education/Certifications:

Bachelor's degree in Business, Finance, or a related field preferred, or equivalent financial services experience

You should also be comfortable balancing personal production goals with team leadership responsibilities, managing multiple priorities, and serving as a resource for both members and team members.

What sets you apart

You don't need to check every box, but here's what will help you thrive in this role:

Established network of real estate professionals and referral partners

Experience working within a credit union environment

Knowledge of secondary market practices and mortgage industry trends

Experience training and developing high-performing mortgage sales teams

Bachelor's degree in Business, Finance, or a related experience with loan processing, or financial services

What you'll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

An opportunity to lead a growing mortgage team while continuing to build your own lending portfolio

A collaborative, member-focused culture where your expertise and leadership are valued

Professional development opportunities to strengthen your leadership and mortgage industry knowledge

Competitive compensation, comprehensive benefits, and resources designed to support your success

The ability to make a meaningful impact on members pursuing homeownership throughout the communities we serve

Ready to Apply?

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

No-cost employee Medical, dental, vision coverage

Prescription benefits (including mail order)

Paid holidays and Paid Time Off (PTO)

401(k) plan with contribution matching

Paid community involvement volunteers hours

Paid group life Insurance

Teammate loan discounts

Tuition reimbursement

Short and long-term disability

Health & Wellness program

Teledoc (physician video conferencing)

Onsite fitness facilities or health club reimbursement

Employee Assistance Program (EAP)

Medical flexible spending account

Dependent care flexible spending account

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.