Texana Bank

Sales

• Educate new hires on mortgage education and Encompass through support and training sessions (virtual, recorded, and/or onsite)
• Actively support and promote Texana Bank's processes, procedures, and culture
• Stay abreast of industry, policy and product changes
• Drive profitability, monthly loan volume goals, and conversion metrics
• Ensure team members are held accountable to Company production, activity, and quality standards
• Ensure accuracy of loan data to mitigate quality issues
• Participate in development, documentation, training, and implementation of departmental policies and procedures
• Interview and hire new sales staff
• Provide other departmental leaders with written feedback to improve corporate operational efficiency
• Forecast departmental staffing needs based on projected workload
• Conduct annual performance reviews with direct reports
• Ensure compliance with Texana Bank's commitments
• Perform other duties as assigned

Mortgage Loan Sales Manager

Marketing Operations

• Work in Marketing and closely with Call Center Operations teams to launch, execute and report on marketing programs supported by outbound and inbound call centers
• Develop and maintain scalable processes within the marketing and sales stack
• Translate marketing objectives into actionable programs for inbound and outbound contact center sales operations
• Own the preparation and execution of campaign tactics: promotions, emails, SMS, call center and customer lists
• Monitor campaign performance, analyze results and create regular internal and partner-facing reports
• Manage competing priorities on complex cross-functional projects and provide strong project management

Marketing Operations Coordinator, Mortgage Loans

Manager

• Supervise and manage daily operations of the Loan Production Office (LPO), ensuring efficiency and productivity.
• Oversee a team of at least two full-time LPO employees or the equivalent; mentor and coach employees for performance and development.
• Lead hiring and firing decisions and conduct regular business planning and sales strategy meetings with LPO employees.
• Maintain open-door policy; ensure employees comply with compliance training and continuing education requirements.
• Drive mortgage loan product sales indirectly by supporting staff and developing relationships with prospects, customers, and referral partners.
• Educate customers on mortgage loan process, products, pricing, and payment structures; assist in structuring loans to meet customer needs.
• Monitor loan pricing management, report suspected fraud, and safeguard borrower non-public personal information.
• Assist in managing expenses, P/L, and overall business strategy to enhance branch success.
• Enforce non-producing manager restriction: prohibited from any loan origination activities.

Mortgage Loan Sales Manager

Marketing Operations Coordinator, Mortgage Loans

Mortgage Branch Manager – Non-Producing