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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in residential mortgage lending, with a strong focus on leading and developing high-performing teams of Loan Officers. Possesses deep knowledge of conventional, FHA, VA, and NonQM guidelines, along with a customer-first mindset and strong analytical skills to drive performance improvements.
Highest-signal resume keywords
Residential Mortgage ExperienceTeam LeadershipConventional, FHA, VA, NonQM GuidelinesSales and Conversion GoalsCross-Functional Partnership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan OriginationKPI MonitoringPerformance Data AnalysisCoaching and DevelopmentEscalation Management
Soft Skills
Customer AdvocacyCommunicationJudgmentCollaborationOwnership
Industry Keywords
High-Production Sales EnvironmentAgent RelationshipsFile QualityMortgage ProductsCompliance Requirements
About the role
Key responsibilities & impact- Lead, coach, and develop a small team of high-producing Loan Officers.
- Establish structure and support for managing high volume.
- Monitor team and individual KPIs and SLAs, identify performance gaps, and create coaching and action plans.
- Foster a culture focused on every customer and deal opportunity.
- Maintain expertise in conventional, FHA, VA, investor, and Homeward-specific lending guidelines.
- Serve as an escalation point for complex scenarios.
- Coach sales conversations, objection handling, follow-up strategy, agent communication, and pipeline prioritization.
- Develop Loan Officers who build strong agent relationships.
- Handle customer and agent escalations.
- Partner with Sales and Operations to improve file quality and execution.
- Partner with Mortgage leadership and Homeward teams on mortgage products and offerings.
- Facilitate regular team meetings and 1:1s.
- Foster a competitive, collaborative team environment.
- Operate resourcefully in a lean, fast-moving environment.
Requirements
What you’ll need- 5+ years of residential mortgage experience, including direct experience originating purchase loans.
- 2+ years of experience leading, coaching, or managing Loan Officers in a high-production sales environment.
- Deep working knowledge of conventional, FHA, VA, and NonQM guidelines.
- Ability to research, interpret, and apply agency and investor requirements to complex borrower scenarios.
- Proven experience leading a team to meet or exceed sales and conversion goals.
- Customer- and agent-first mindset with high standards for communication, urgency, and follow-through.
- Strong analytical skills and ability to use performance data to identify opportunities and drive action.
- Excellent judgment balancing sales urgency, customer advocacy, credit risk, and compliance requirements.
- Strong cross-functional partnership skills with Operations, Underwriting, Secondary, Compliance, Product, and senior leadership.
- Comfort operating in an environment where leaders help create solutions.
- Strong ownership, high standards, and a bias toward action.
- Genuine desire to develop team members and improve performance.
- Drive to build differentiated mortgage solutions.
- Position is not eligible for visa sponsorship.
Benefits
Comp & perks- Equity grant – stock options with real upside potential.
- Comprehensive medical, dental, vision, and life insurance coverage – with company contributions towards premiums.
- 20 days of paid vacation.
- 5 sick days.
- 12 company holidays.
- 2 floating holidays.
- Paid parental leave of up to 13 weeks.
- 401(k) with employer contribution match.
- Remote-first work environment.
- Collaborative, low-ego team that values intellectual curiosity and continuous improvement.
