First United Bank and Trust
Overview
The Mortgage Consumer Direct Sales Manager will lead the development and growth of First United Bank's Consumer Direct Mortgage Sales channel. This role is responsible for building the platform from the ground up - including strategy, staffing, processes, and performance management - while driving origination volume through digital and consumer-direct channels. The ideal candidate combines deep mortgage sales expertise with entrepreneurial energy, operational discipline, and a passion for customer experience.
Major Duties and Responsibilities (Essential Functions)
Build & Lead the Consumer Direct Channel
Develop and execute the go-to-market strategy for Consumer Direct mortgage sales, aligned with enterprise priorities.
Recruit, hire, and coach a high-performing team of Loan Officers focused on inbound/outbound consumer-direct opportunities.
Define sales structure, compensation plans, and performance metrics.
Drive Sales Growth
Achieve origination targets through proactive pipeline management, conversion optimization, and team accountability.
Leverage campaigns from Total Expert, Ardley, and other digital tools to drive leads and engagement.
Partner with marketing, technology, and secondary to optimize lead flow, pricing, and borrower experience.
Enhance Customer Experience
Ensure the division delivers a consistent, compliant, and customer-centric experience across all digital and phone-based interactions.
Build scalable processes that balance efficiency, compliance, and personalization.
Strategic Alignment & Innovation
Collaborate with senior Mortgage leadership to align Consumer Direct initiatives with First United's growth strategy.
Monitor industry trends and adjust channel strategy to remain competitive.
Contribute to enterprise cross-sell opportunities across banking, insurance, and wealth management.
Additional Duties and Responsibilities
Performs other duties as requested by manager
Provide exceptional servicing support to customers and loan officers
Adherence to all First United Policies and Procedures
Other miscellaneous duties as assigned
Employee Specifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Bachelor's degree in a related field of study preferred
7+ years of experience in mortgage sales, with at least 5 years in a leadership role; prior consumer-direct or call center management strongly preferred.
Proven track record of building and scaling a consumer-direct or retail mortgage sales team.
Deep knowledge of mortgage products, secondary market execution, and compliance requirements.
Strong leadership, coaching, and motivational skills; ability to attract and develop top talent.
Entrepreneurial mindset with the ability to create structure in a growth environment.
Excellent communication, analytical, and problem-solving skills.
Technical/Functional Competencies
Familiarity with Loan Origination Systems such as ICE Encompass
Familiarity with Lead Management Systems such as ICE Velocify
Familiarity with telephony platforms such as Cisco Finesse, Five 9, Etc.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
Locations All Locations: Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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Major Duties and Responsibilities (Essential Functions)
Build & Lead the Consumer Direct Channel
Develop and execute the go-to-market strategy for Consumer Direct mortgage sales, aligned with enterprise priorities.
Recruit, hire, and coach a high-performing team of Loan Officers focused on inbound/outbound consumer-direct opportunities.
Define sales structure, compensation plans, and performance metrics.
Drive Sales Growth
Achieve origination targets through proactive pipeline management, conversion optimization, and team accountability.
Leverage campaigns from Total Expert, Ardley, and other digital tools to drive leads and engagement.
Partner with marketing, technology, and secondary to optimize lead flow, pricing, and borrower experience.
Enhance Customer Experience
Ensure the division delivers a consistent, compliant, and customer-centric experience across all digital and phone-based interactions.
Build scalable processes that balance efficiency, compliance, and personalization.
Strategic Alignment & Innovation
Collaborate with senior Mortgage leadership to align Consumer Direct initiatives with First United's growth strategy.
Monitor industry trends and adjust channel strategy to remain competitive.
Contribute to enterprise cross-sell opportunities across banking, insurance, and wealth management.
Additional Duties and Responsibilities
Performs other duties as requested by manager
Provide exceptional servicing support to customers and loan officers
Adherence to all First United Policies and Procedures
Other miscellaneous duties as assigned
Employee Specifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Bachelor's degree in a related field of study preferred
7+ years of experience in mortgage sales, with at least 5 years in a leadership role; prior consumer-direct or call center management strongly preferred.
Proven track record of building and scaling a consumer-direct or retail mortgage sales team.
Deep knowledge of mortgage products, secondary market execution, and compliance requirements.
Strong leadership, coaching, and motivational skills; ability to attract and develop top talent.
Entrepreneurial mindset with the ability to create structure in a growth environment.
Excellent communication, analytical, and problem-solving skills.
Technical/Functional Competencies
Familiarity with Loan Origination Systems such as ICE Encompass
Familiarity with Lead Management Systems such as ICE Velocify
Familiarity with telephony platforms such as Cisco Finesse, Five 9, Etc.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
Locations All Locations: Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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