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Truist Retail Area Sales Manager - Mortgage in Louisville, Kentucky

Req ID: R0067565

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as the Area Sales Manager for a Retail Mortgage Sales team. A sales team may consist of any combination of Producing Sales Managers and their sales team, as well as direct Mortgage Loan Originator (MLO) reports. Active personal participation in sales efforts, supporting relationships between MLOs and integrated relationship partners within Truist for the benefit of the client. Responsible for all aspects of sales, profitability, coaching and developing sales team members to source mortgage loan opportunities from internal and external referral partners.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Responsible for the Area production growth through effective leadership, recruiting, retention, coaching and developing a profitable sales team.

  2. Understand and communicate Mortgage Lending strategy, and policies and procedures to customers, teammates, internal and external referral sources, and the Area managed.

  3. Implement area strategic direction, including but not limited to execute on new business development, deepen existing business relationships, grow market share, and drive integrated relationship management. Lead inclusive and affordable housing lending initiatives to effectively serve low-to-moderate markets.

  4. Continuously improve client service quality by leading the team's adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates.

  5. Ensure adherence to Mortgage Lending policies and procedures, including government regulations, secondary market requirements, acceptable compliance and quality control audit performance.

  6. Knowledge of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities.


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor's degree or equivalent education and related experience

  2. 3+ years mortgage industry experience

  3. 2+ years managerial experience

  4. Strong understanding of mortgage lending and product lines; effective management of internal and external relationships and partnerships

  5. Ability to manage producing sales managers and MLOs, address fulfillment productivity with operations teammates, and maintain internal and external referral sources

  6. Proven ability to recruit and retain productive, engaged teammates

  7. Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. act requirements.

Preferred Qualifications:

  1. Proven ability to lead and build a productive mortgage sales team.



Sitting (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Standing (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

Bending (if checked, indicate frequency)

Lifting (if checked, indicate pounds)

Up to 25 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.


Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.


Up to 50%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

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