Texana Bank

Sales

• Responsible for producing and leading a mortgage sales team toward achieving production goals
• Responsible for consulting, partnering, creating, and conducting training as well as designing training solutions and overall mortgage education for new hires
• Educate new hires on mortgage education and Encompass through support and training sessions (i.e., virtual, recorded, and/or onsite)
• Actively support and promote Texana Banks’ processes, procedures, and culture
• Stay abreast of industry, policy and product changes
• Responsible to drive profitability monthly loan volume goals and conversion metrics
• Ensures team members are held accountable to Company production, activity, and quality standards
• Ensure accuracy of loan data to mitigate quality issues
• Participate in the development, documentation, training and implementation of departmental policies and procedures
• Responsible for interviewing & hiring new sales staff
• Responsible for providing other departmental leaders with written feedback for the purpose of improving overall corporate operational efficiency
• Responsible for forecasting departmental staffing needs based on projected workload
• Conduct annual performance reviews with direct reports
• Responsible for meeting Texana Bank’s commitment to compliance
• Other duties as assigned with the role.

Mortgage Loan Sales Manager

Manager

• Supervise and manage the daily operations of the LPO, ensuring efficiency and productivity.
• Oversee a team of at least two full-time LPO employees or the equivalent.
• Lead hiring and firing decisions by providing input into the bank’s talent management processes.
• Mentor and coach employees to optimize performance, business growth, and professional development.
• Conduct regular business planning and sales strategy meetings with LPO employees.
• Ensure all employees comply with bank-mandated compliance training and continuing education requirements.
• Meet or exceed minimum monthly production levels of five (5) funded mortgage units per month, as per bank policy.
• Develop and maintain strong relationships with prospects, customers, and referral partners.
• Educate customers on the mortgage loan process, products, pricing, and payment structures to enable informed decisions.
• Assist customers in structuring loans to meet financial needs and goals.
• Support employees in leveraging bank-approved tools to grow business opportunities.
• Continuously recruit additional personnel to grow the team and expand the business.
• Ensure adherence to bank policies, regulatory requirements, and industry best practices.
• Monitor loan pricing management to ensure compliance with bank guidelines.
• Immediately report suspected fraud or unauthorized activities to bank management.
• Maintain stringent safeguards on borrower non-public personal information.
• Assist in managing expenses, P/L, and overall business strategy to enhance the branch’s success.
• The Mortgage Branch Manager is a non-producing manager and is strictly prohibited from engaging in any loan origination activities.

Mortgage Branch Manager – Non-Producing

Human Resources

• The Human Resources Generalist coordinates various human resource functions for Texana Bank and its employees.
• Responsibilities include facets of payroll processing, benefits administration, employee relations, and onboarding.
• Administer employee life cycle (i.e., hiring, transfers, promotions, compensation changes, terminations, etc.)
• Responsible for processing termination paperwork and conducting exit interviews.
• Provide general benefits information to employees and assist in benefits administration.
• Assist in the processing of biweekly and semi-monthly payrolls.
• Administer various employee documentation and policy acknowledgements.
• Facilitate the effective resolution of day-to-day HR matters.
• Provide administrative support and assist with special HR projects; assisting with internal audits.
• Responsible for management and administration of employee compliance trainings.
• Oversee all employee record maintenance and its compliance.
• Responsible for HRIS maintenance and management, incorporating improvements where necessary.
• Ensure compliance with labor regulations.
• Ensure confidentiality of organization, employee and customer information.
• Perform other duties as assigned.