Director, TPO National Sales

Description

• Establishes the strategic direction for third‑party origination sales, translating enterprise goals into actionable plans, priorities, and performance expectations; ensuring consistent execution of credit union–aligned sales practices, broker engagement standards, and service commitments that protect the member experience.
• Oversee day-to-day sales performance by actively monitoring loan pipelines, broker productivity, and pull through metrics; support the team with complex loan structuring, prioritization, and issue resolution to drive efficient funding.
• Leads the design, implementation, and governance of sales policies, programs, and procedures that support consistent execution and risk‑appropriate growth.
• Guides the management and expansion of broker and third‑party relationships, strengthening engagement, performance, and long‑term partnerships.
• Directs operational execution of the sales function, balancing growth objectives, quality, service standards, and regulatory or policy requirements.
• Exercises sound judgment on complex business matters, addressing challenges that require conceptual thinking and cross‑functional collaboration.
• Partners with leaders across functions to align timelines, resolve interdependencies, and influence decisions that impact sales strategy and outcomes.
• Collaborate closely with Operations, Underwriting, Compliance, Capital Markets, and Product teams to align sales activity with operational capacity, service levels, and portfolio objectives.
• Oversee budgeting, forecasting, and resource planning for the function, ensuring responsible cost management and alignment with approved frameworks.
• Coach and develop a high performing sales team through structured sales huddles, one on one leadership, and performance reviews, reinforcing accountability, ethical selling, and long-term partner relationships.
• Monitors performance metrics and market trends to adjust strategies, improve execution, and enhance competitive positioning.

• Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree), advanced degree preferred.
• 8+ years’ experience in mortgage sales, including sales processes, operations, data analytics, and/or quantitative marketing
• 4+ years’ experience leading and coaching employees to increase production and overall performance
• Extensive experience in sales leadership, business development, or revenue‑generating functions, preferably within third‑party or indirect distribution models.
• Deep expertise in sales strategy, relationship management, and operational management, supported by a strong understanding of broader organizational and market dynamics.
• Demonstrated ability to lead managers and senior professionals, including workforce planning, talent development, and succession readiness.
• Strong strategic thinking and decision‑making capabilities, with comfort navigating ambiguity and complex business issues.
• Proven ability to influence across organizational boundaries, including collaboration with senior leaders and executive stakeholders.
• Experience developing and managing budgets, policies, and processes that enable scalable and compliant sales operations.

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)