Director of Mortgage Sales (Baton Rouge Area)

OnPath Federal Credit Union
life insurance, sick time, 401(k)
United States, Louisiana, New Orleans
May 28, 2025
At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you! Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer: Competitive Compensation Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more! Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. We are looking for a Director of Mortgage Sales in the Greater Baton Rouge Area to join our team! The salary range for this position is $82,173.08 to $123,259.62 based on skills and experience. This position is classified as Hybrid, which means that they will work in the office 2 or more days a week. Role: As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member's and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve Primary Function: The Director of Mortgage Sales is responsible for leading and managing a team of mortgage sales professionals to achieve sales targets and deliver exceptional customer service. This role involves developing and implementing sales strategies, analyzing sales data, and building and maintaining strong relationships with clients. The ideal candidate will possess proven experience in mortgage sales management, outstanding leadership skills, and a deep understanding of the mortgage industry. The Director of Mortgage Sales will assist employees and all appropriate internal credit union partners. Conducts daily business interactions and maintains constant alignment with OnPath's mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Demonstrates initiative and sound judgment in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Passionately displays a desire to build rapport and expand relationships with all members both internally and externally. Stays informed on OnPath's products and services to provide the right recommendations to the right members at the right time. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve. Major Duties and Responsibilities: .Lead, manage, and motivate a team of mortgage sales professionals to achieve and exceed sales targets. Develop and implement effective sales strategies that align with the organization's goals and objectives. Set clear performance expectations and regularly evaluate team members to ensure high levels of productivity and sales success. Develop comprehensive sales plans that outline sales tactics, goals, and target markets. Implement sales campaigns and initiatives to drive business growth and increase market share. Stay informed about industry trends, competitor activities, and market conditions to adjust sales strategies as needed. Build and maintain strong, long-lasting relationships with clients and partners. Prepare regular reports on sales performance, including key performance indicators (KPIs) and sales forecasts. Analyze sales data and market research to identify trends, opportunities, and areas for improvement. Address client concerns and feedback promptly and effectively, ensuring positive client experiences. Ensure exceptional customer service and satisfaction throughout the mortgage sales process. Utilize data-driven insights to make informed decisions and adjust sales strategies as necessary. Provide ongoing training and professional development opportunities for the mortgage sales team. Mentor and coach team members to enhance their sales skills, product knowledge, and customer service abilities. Foster a positive, collaborative, and results-oriented work environment. Work closely with other departments, such as marketing, underwriting, and operations, to ensure seamless coordination and support for sales initiatives. Communicate effectively with senior management to provide updates on sales activities, challenges, and opportunities. Ensure that all mortgage operations comply with federal, state, and local regulations as well as company policies. EXPERIENCE: Five years to eight years of similar or related experience, including preparatory experience. EDUCATION/CERTIFICATIONS/LICENSES: A high school degree or equivalent INTERPERSONAL SKILLS: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. OTHER SKILLS: Strategic thinking abilities, strong decision-making skills, and high emotional intelligence is required. Proficiency in conflict resolution, and effective delegation is essential. Exceptional time management and communication skills are vital, along with a commitment to fostering creativity, mentoring team members, and driving continuous improvement. Adaptability, customer focus, project management and financial acumen, are also necessary for success in this role. ADA Requirements Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.