About CFBank:
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
The Mortgage Sales Manager is a middle management position accountable for the residential lending sales staff in a particular region. A person in this position is also expected to act as Loan Originator and is required to acquire new loan customers and facilitate the loan process with the customer from initial application until closing.
What you’ll do:
- Build a team of successful Mortgage Loan Originators to promote and grow CFBank’s market share and boost the bottom line through the fee income and sales.
- Lead the Mortgage Sales staff and report to senior management as needed.
- Comply with Bank policy and government regulations related to mortgage lending.Maintain expert knowledge of available loan products, processing procedures, and underwriting guidelines, offering mortgage expertise to both staff and clients.
- Market and sell CFBank Mortgage Services through outside sales to networks and develop referral contacts.
- Conduct pre-approval loan process by gathering financial information from customer and reviews customer credit to match customer need with best product available.
- Be a helpful resource while communicating information amongst operational support staff and the client, ensuring smooth operational flow from application through closing.
- Train and supervise staff, ensuring compliance with Bank policy and industry regulations. Hire and terminate staff according to needs.
- Handle customer complaints.
Experience and Knowledge:
- Strong sales background!
- At least 5 years of mortgage experience plus 2 years of management experience preferred .
What We Offer:
- Competitive compensation package including annual bonus opportunity.
- Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
- Professional development opportunities including educational/training opportunities
- “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
- Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
- Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
- One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success
Skills Required
- Strong sales background
- At least 5 years of mortgage experience
- At least 2 years of management experience
- Act as Mortgage Loan Originator and acquire new loan customers
- Expert knowledge of loan products, processing procedures, and underwriting guidelines
- Knowledge of and compliance with bank policy and government mortgage regulations
- Ability to train, supervise, hire and terminate staff
- Proven ability to market and sell mortgage services and develop referral networks
- Experience handling customer complaints and ensuring smooth operational flow
What We Do
CFBank is a boutique commercial bank offering a range of banking products and services, including commercial lending, equipment financing, private banking, mortgage lending, and deposit solutions for businesses and individuals. It emphasizes tailored financial strategies and relationship-first service.
