Ready to Build a High-Performing Mortgage Sales Team?

Are you a proven mortgage producer who is passionate about coaching others to achieve extraordinary results? At Heritage Bank N.A., we are seeking a Virtual Branch Sales Manager who can balance personal production with leadership, helping build and develop a team of high-performing Virtual Branch Mortgage Loan Originators while continuing to originate loans personally.

This is more than a sales management role. It is an opportunity to help shape the future of our national mortgage platform, expand our digital reach, and develop the next generation of mortgage professionals.

What We’re Looking For: 

You are an accomplished mortgage originator with a demonstrated history of success and a passion for developing others. You understand that the best sales leaders continue to produce while creating an environment where their team can thrive.

You are energized by:

• Building and coaching high-performing sales teams
• Recruiting and developing top mortgage talent
• Driving production through accountability and coaching
• Creating an exceptional customer experience
• Leading through example 

Why Choose Heritage Bank NA? We’re not your average lender. Here’s what sets us apart: 

• National Lending Platform: Expand your reach through nationwide mortgage lending capabilities.
• Fresh, High-Quality Leads: Leverage a steady flow of high-engagement leads generated by our in-house marketing efforts.
• White-Glove Customer Experience: Deliver a superior experience that strengthens customer loyalty and referral relationships.
• Remote Leadership Flexibility: Lead and grow your team from wherever you call home.
• Dedicated Mortgage Support Resources: Allow producers to focus on originating while support staff help streamline loan fulfillment.
• Employee-Owned (ESOP): Become part of a company where employee-owners share in the organization's success.
• Growth Opportunity: Build an organization within an organization while earning incentives tied to both personal and team performance.

Location Requirements: 

• You must reside in one of the following states: MN, SD, IA, FL, MO, WI, MO or AR. 

Position Summary: 

The Virtual Branch Sales Manager is responsible for both personal mortgage production and the leadership, development, and performance of a team of Virtual Branch Mortgage Loan Originators.

This position originates residential mortgage loans, drives sales growth, recruits and develops talent, establishes performance expectations, and coaches team members to maximize production, customer experience, compliance, and profitability.

The Virtual Branch Sales Manager serves as the culture leader for the Virtual Branch team and is responsible for helping team members achieve their personal and professional goals while supporting the strategic growth objectives of Heritage Bank.

Core Responsibilities:

Production Leadership:

• Personally originate mortgage loan applications including conventional, government, construction, and home equity products.
• Maintain an active pipeline and personal production goals.
• Conduct financial analysis and guide customers through the mortgage process.
• Build and maintain relationships with Realtors, builders, financial advisors, and other referral sources.
• Work assigned online and digital lead opportunities.

Team Leadership & Coaching

• Recruit, onboard, coach, and develop Virtual Branch Mortgage Loan Originators.
• Establish production goals, activity expectations, and performance standards.
• Conduct regular one-on-one coaching sessions focused on sales performance, pipeline management, lead conversion, and professional development.
• Review team production metrics and implement strategies to improve effectiveness and profitability.
• Foster a positive, accountable, and results-oriented sales culture.
• Share best practices and sales techniques that improve conversion rates and customer satisfaction.
• Assist team members in developing referral relationships and business development strategies.

Sales Management:

• Monitor branch production, lead conversion, pull-through rates, and overall team performance.
• Ensure effective distribution and management of digital leads.
• Collaborate with Marketing, Operations, Secondary Market, and Credit teams to optimize production results.
• Drive execution of sales campaigns and strategic initiatives.
• Identify opportunities to improve processes, workflows, and customer experience.

Customer Experience:

• Ensure team members consistently deliver exceptional customer service.
• Promote cross-selling and referrals to other areas of Heritage Bank.
• Resolve customer concerns and support team members in complex situations.
• Champion Heritage Bank's commitment to relationship banking.

 Secondary Responsibilities:

• Maintains knowledge of all real estate products, underwriting procedures and the mortgage lending industry.
• Responsible for compliance with laws and regulations applicable to this position.
• Assists retail lending department in all aspects of retail lending by referring clients or completing transactions.
• Responsible for security as it applies to this position.
• Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
• Performs other tasks as assigned.

Bank Standards

• Mission: Help people succeed financially.
• Ethics: Always do the right thing. 
• Solutions: Bring innovative solutions to challenges. 
• Ownership: Take accountability and learn from our mistakes. 
• Positivity: Bring energy and enthusiasm to everything we do. 

Compensation & Benefits

Get ready to be rewarded! This position provides a minimum annual salary of $60K, plus the potential to boost your earnings even further with no-cap commission structure. Full-time team members enjoy a comprehensive benefits package including paid time off, paid holidays, and even paid volunteer days. We’ve got your health covered with medical, dental, and vision insurance, plus you can plan for your future with our 401(k) and ESOP retirement plans. And that’s not all—enjoy a range of additional benefits and incentives consistent with our company policy. Join us and discover how rewarding your career can be!

Disclaimer

This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law. We are an Equal Opportunity Employer and value diversity at all levels of the organization.

Qualifications:

• Meet all NMLS licensing requirements for Mortgage Loan Originators.
• Minimum 5 years of mortgage lending experience with a demonstrated history of successful production.
• Previous mortgage sales leadership, coaching, or team development experience preferred.
• Proven ability to recruit, develop, and retain high-performing sales professionals.
• Strong understanding of mortgage sales metrics, lead conversion strategies, and pipeline management.
• Excellent communication, leadership, and interpersonal skills.
• Proficiency with mortgage technology platforms, CRM systems, and Microsoft Office products.
• Bachelor's degree or equivalent combination of education and experience preferred.