VP - Mortgage Lending Field Strategy

Vice PresidentVice PresidentFull TimeRemoteTeam 501-1,000

Location

United States

Posted

5 days ago

Salary

Not specified

No structured requirement data.

Job Description

Luminate Bank® is more than a bank—we're Banking Brighter® by making financial success simple, accessible, and rewarding. Whether you're purchasing a home, growing your savings, or planning for long-term stability, we offer expert guidance and personalized solutions to illuminate your path. Our seamless digital banking, tailored lending options, and wealth-building strategies empower you to take control of your financial future. With competitive rates, clear insights, and a customer-first approach, we help you make informed decisions with confidence. No matter where you are on your journey, Luminate Bank® is here to support you every step of the way.


The Mortgage Sales Manager (working on the title) serves as a strategic execution partner to the EVP leadership team, providing hands-on support to daily sales activity while acting as a key connector between Sales, Operations, and internal partners. This role operates close to mortgage production, ensuring initiatives, priorities, and decisions move efficiently from strategy to execution.

By supporting follow-through, coordination, and execution across teams, this position enables EVP leaders to remain focused on growth strategy, talent development, market expansion, and long-term planning.

This is not an administrative role. Success in this position requires a strong understanding of mortgage sales, pipeline dynamics, and operational workflows, along with the ability to proactively solve problems, influence outcomes, and move work forward in a fast-paced environment.


Key Responsibilities

  • Partner closely with EVP leadership to support daily sales priorities, initiatives, and escalations
  • Monitor pipeline activity, production trends, and emerging challenges requiring leadership attention
  • Assist in diagnosing issues impacting loan flow, conversion, turn times, or borrower experience
  • Support the rollout and execution of sales strategies, campaigns, and initiatives at the branch and LO level

Sales Operations Liaison

  • Serve as a primary point of coordination between Sales leadership and Operations (Processing, Underwriting, Closing, Secondary, etc.)
  • Translate operational considerations into clear, actionable guidance for sales teams
  • Support alignment and communication between sales leadership and operational partners

Problem Solving & Issue Resolution

  • Proactively identify recurring sales or operational issues before they escalate
  • Support EVP leaders in researching, evaluating, and proposing solutions
  • Own follow-up and accountability on assigned initiatives, action items, or escalations
  • Coordinate with internal partners to ensure execution aligns with leadership expectations

Sales & Field Support

  • Assist in the development and refinement of sales tools, processes, and playbooks
  • Support training initiatives, best-practice sharing, and field communications
  • Help ensure clarity around expectations, processes, and priorities for sales teams
  • Serve as a resource to Branch Managers and top producers on sales-related questions or challenges

Leadership Support & Strategic Focus

  • Take ownership of tactical execution to allow EVP leaders to remain focused on:
    • Growth strategy
    • Talent development
    • Market expansion
    • Long-term sales planning
  • Prepare insights, observations, and recommendations for leadership discussions
  • Participate in leadership meetings as needed to represent execution realities from the field

Required Qualifications

  • 3–7+ years of experience in mortgage lending, sales, or sales leadership support
  • Strong understanding of mortgage products, pipeline management, and the full loan lifecycle
  • Proven ability to work cross-functionally with sales and operations teams
  • Excellent communication and relationship-building skills
  • High level of ownership, accountability, and follow-through

Preferred Qualifications

  • Experience supporting senior leadership or enterprise-level sales teams
  • Familiarity with LOS platforms (e.g., Encompass), CRM tools, and sales reporting
  • Experience in sales enablement, training, or process improvement
  • Exposure to EOS/Traction or similar operating models (preferred)


Benefits:

  • Competitive base salary commensurate with experience
  • Participation in the annual incentive plan and other incentive plans as they are implemented.
  • Excellent benefits package including health, dental, vision and pre tax savings accounts (HSA and FSA).
  • Life and AD&D Insurance, as well as additional voluntary benefit possibilities
  • 401K with robust company match
  • Flexible PTO program
  • The opportunity to work for the Midwest’s fastest growing mortgage lender.

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



Location

Charlotte, North Carolina (Remote)


Department

1010 - Criego


Employment Type

Full-Time (benefit eligible)


Minimum Experience

Experienced


Compensation

$112,500.


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