JOB SUMMARY: Responsible for the development of a direct support system of mortgage retail branches including the onboarding and ongoing training of those producers. Responsible for creating and developing policy and procedure to standardize and structure mortgage sales and operations, reduce risk, and increase efficiency, as well as designing resources and other training solutions for the overall mortgage team.
ESSENTIAL FUNCTIONS:
Become an expert on all bank systems, programs, offerings and resources.
Monitor and support mortgage production teams from sales through processing and operations through inbound questions, as well as outbound proactive training and communication.
Educate new hires on mortgage education and bank software systems such as Encompass, through support and training sessions (i.e., virtual, recorded, and/or onsite)
Actively support and promote Texana Banks' culture, policies, processes, procedures.
Stay abreast of industry, policy and product changes.
Report to management the violation of any policies, procedures, or business strategy of an branch or branch personnel
Participate in the development, documentation, and training of departmental policies and procedures
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.
QUALIFICATIONS:
Minimum of three (6) years related experience in the mortgage industry in an operations, trainer, or advanced sales role
Advanced knowledge of mortgage lending programs.
Must be proficient in Encompass
1+ years of experience in training/development
Proficiency in MS Office and mortgage software
Comprehension of lending procedures.
In-depth understanding of relevant rules and regulations.
Ability to function independently in a multi-task environment as well as part of a team.
Ability to analyze information and make informed decisions.
