Description
The TPO National Sales Director leads sales strategy and growth through external broker and partner channels. This role builds and manages trusted partnerships that drive sustainable loan production while aligning with First Tech's mission, risk standards, compliance, and member-first approach. The ideal candidate brings strong relationship management, pipeline oversight, and strategic sales leadership to support long-term wholesale lending growth.
Here's what you can expect from the job and what you need to be successful:
Job Duties:
- Establishes the strategic direction for thirdparty 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 riskappropriate growth.
- Guides the management and expansion of broker and thirdparty relationships, strengthening engagement, performance, and longterm 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 crossfunctional 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.
Essential Skills:
- 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 revenuegenerating functions, preferably within thirdparty 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 decisionmaking 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.
Location: Full Time Remote, but employee MUST reside in one of the following states:
Alaska| Arizona | California | Colorado | Florida |Georgia | Idaho | Massachusetts | Minnesota |North Carolina |Nevada | Oregon | Pennsylvania | Texas | Utah | Washington
Target Compensation Range:
$140k to $160k + monthly variable incentive pay
Target Compensation Range (CA only):
$154k to 176k + monthly variable incentive pay
Benefits options include
:
- 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)
What makes First Tech different? Click
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First Tech is not currently offering Visa sponsorship or transfer for this position
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