Sales Manager

Heritage Bank NW

Virtual Branch Sales Manager at Heritage Bank developing mortgage loan originators and enhancing sales performance through coaching and accountability. Balancing personal production with leadership responsibilities in a fully remote capacity.

Posted 7/14/2026full-timeRemote • Florida, Iowa, Minnesota, Montana, South Dakota, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage loan origination, pipeline management, and sales leadership, with a strong focus on customer service and team development. Proven ability to drive production results through effective coaching, strategic initiatives, and collaboration with cross-functional teams.

Highest-signal resume keywords

Mortgage Loan OriginationPipeline ManagementSales LeadershipCustomer ServiceNMLS Licensing

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage Lending ExperienceFinancial AnalysisLead Conversion StrategiesSales Performance MetricsCoaching and Development

Soft Skills

Excellent CommunicationInterpersonal SkillsLeadership SkillsRelationship Building

Tools & Technologies

Mortgage Technology PlatformsCRM SystemsMicrosoft Office

Certifications & Qualifications

NMLS Licensing

Industry Keywords

Mortgage ProductsConstruction LoansHome Equity LoansSales CultureReferral Sources

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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