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Mortgage Relationship Manager Jobs (NOW HIRING)

Empeople Credit Union

Relationship Manager

Waterloo, IA · On-site

$49K - $74K/yr

... mortgage products, and investment relationships), Relationship Managers contribute to the credit ... union's revenue growth and long-term sustainability. Relationship Managers operate across various ...

Empeople Credit Union

Relationship Manager

Fargo, ND

$49K - $74K/yr

... mortgage products, and investment relationships), Relationship Managers contribute to the credit ... union's revenue growth and long-term sustainability. Relationship Managers operate across various ...

City National Bank

Relationship Manager I

Whittier, CA · On-site

RELATIONSHIP MANAGER I Whittier Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small ... Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ...

Perseus Operating Group

Business Relationship Manager

$90K - $110K/yr

Business Relationship Manager The Business Relationship Manager is responsible for driving ... The ideal candidate brings a strong track record selling mortgage technology or fintech solutions ...

City National Bank

Relationship Manager I

Irvine, CA · On-site

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and ... Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ...

City National Bank

Relationship Manager I

Irvine, CA · On-site

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and ... Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ...

City National Bank

Relationship Manager II

Irvine, CA · On-site

RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and ... Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ...

City National Bank

Relationship Manager I

Albany, CA · On-site

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and ... Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ...

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Mortgage Relationship Manager information

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$28K

$80.7K

$140.5K

How much do mortgage relationship manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for mortgage relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a mortgage relationship manager?

To thrive as a Mortgage Relationship Manager, you need a solid understanding of mortgage products, lending regulations, and financial analysis, typically supported by a degree in finance or business. Familiarity with mortgage origination systems, CRM platforms, and compliance software is essential for managing client portfolios and processing applications. Strong interpersonal skills, negotiation abilities, and proactive communication set exceptional managers apart in building and maintaining client relationships. These skills and qualities are vital for driving loan volume, ensuring regulatory compliance, and delivering excellent customer service in a competitive mortgage market.

How does a mortgage relationship manager typically collaborate with loan officers and real estate agents?

Mortgage Relationship Managers work closely with loan officers and real estate agents to ensure a smooth mortgage process for clients. They often serve as the main point of contact, coordinating between all parties, clarifying loan requirements, and addressing any issues that arise during the approval process. Building strong, trust-based relationships is key, as it helps facilitate referrals and repeat business. Regular communication, joint meetings, and prompt problem-solving are essential parts of their daily routine.

What is the difference between Mortgage Relationship Manager vs Mortgage Loan Officer?

AspectMortgage Relationship ManagerMortgage Loan Officer
Primary RoleBuilds and maintains client relationships, manages ongoing banking needs related to mortgagesAssists clients in applying for and securing mortgage loans
Work EnvironmentBank branches, client meetings, relationship management settingsLoan offices, bank branches, direct client interactions
CredentialsTypically requires banking or finance certifications, sometimes a mortgage licenseMortgage license, financial certifications often preferred
Industry UsageCommon in retail banking, wealth managementCommon in mortgage lending, real estate finance

The main difference is that Mortgage Relationship Managers focus on maintaining and growing client relationships related to mortgages, while Mortgage Loan Officers primarily handle the application and approval process for mortgage loans. Both roles require similar certifications and work within banking and mortgage industries, but their core responsibilities differ in client engagement versus loan processing.

More about Mortgage Relationship Manager jobs

What cities are hiring for Mortgage Relationship Manager jobs?

Cities with the most Mortgage Relationship Manager job openings:

What states have the most Mortgage Relationship Manager jobs?

States with the most job openings for Mortgage Relationship Manager jobs include:

What job categories do people searching Mortgage Relationship Manager jobs look for?

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Mortgage Relationship Manager jobs near you
Infographic showing various Mortgage Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Empeople Credit Union

Waterloo, IA • On-site

$49K - $74K/yr

Full-time

Re-posted 3 days ago

Job description

OVERVIEW
Relationship Managers employ their expertise in sales and relationship management to attract, retain, and cultivate enduring and loyal partnerships with members of Empeople Credit Union.
Relationship Managers are responsible for providing members with efficient, seamless experiences that meet high standards of service. Key responsibilities include lending, resolving member issues, and providing ongoing financial guidance. By enhancing brand visibility and progressing member engagement across our suite of financial services (e.g., loan and share products, ancillary products, mortgage products, and investment relationships), Relationship Managers contribute to the credit union's revenue growth and long-term sustainability.
Relationship Managers operate across various professional settings. While assigned to a specific facility, they focus on developing connections with influential stakeholders and enhancing member engagement metrics within their designated area. In more flexible environments, Relationship Managers may also provide support at in-facility locations as required.
QUALIFICATIONS
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.
Knowledge Of:
  • Empeople products and services including remote banking tools.
  • Consumer financial health needs.

Ability To:
  • Manage multiple responsibilities and adapt to changing priorities
  • Engage in roleplay scenarios and apply coaching/feedback
  • Apply mathematical concepts and analytical reasoning
  • Network and present to small and large groups
  • Operate sales and service software, including CRM systems
  • Explain the Empeople value proposition

ESSENTIAL FUNCTIONS
  • Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share-of-wallet.
  • Member Satisfaction: Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
  • Financial Empowerment: Provide ongoing financial guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future. This includes onboarding and reboarding experiences for new and existing members.
  • Sales Performance: Meet assigned sales targets, including:
    • Active checking account growth
    • Services per household
    • Product penetration and cross-sales
    • Loan and deposit unit and volume goals
  • Revenue Generation: Conduct targeted call campaigns, fulfill lending requests, and lead members through our suite of services while improving their financial situations.
  • Networking: Engage internal and external business partners to develop a word-of-mouth referral network and leverage social media to expand sphere of influence.
  • Presentations: Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
  • Problem Solving: Utilize problem-centric discovery techniques to identify member needs and act in their best interest. Own and resolve member issues with low-effort, high-impact solutions.
  • Office Management: As assigned, fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and office security.
  • Compliance: Adhere to all applicable laws, regulations, policies, and procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, CIP).
  • Professionalism: Maintain a professional workspace and appearance, prepared for face-to-face interactions during business hours.
  • Key Relationships: Cultivate and nurture relationships with key contacts in assigned facilities and geographic areas.
  • Continuous Improvement: Identify and recommend opportunities to improve employee and member experiences.

REQUIRED EDUCATION AND EXPERIENCE
Any equivalent combination of education and experience that provides the applicant with the knowledge, skills, and abilities, required to perform the job is acceptable. A typical way to obtain the knowledge and abilities would be:
Education/Experience:
  • Bachelor's degree (B.A.) from four-year college or university preferred or seven years of applicable and verifiable experience offering financial guidance and relationship building.
  • Proficiency with Office 365 software

License or Certification:
  • Bondable
  • Acceptable Credit History
  • Meet Safe Act Requirements for NMLS

Pay Range
USD $49,878.00 - USD $74,766.00 /Yr.
Empeople Credit Union is an EEO/Affirmative Action Employer
Empeople Credit Union is an EEO/Affirmative Action Employer.
EMPLOYMENT AT WILLEmpeople Credit Union employment is at will. Employees may resign from Empeople Credit Union as they choose. Similarly, Empeople Credit Union may terminate an employee at any time, with or without notice or cause. Nothing in this Handbook or any other manual or policy adopted by Empeople Credit Union in any way alters the at-will nature of employment at Empeople Credit Union. False statements or material omissions in the Application for Employment will be grounds for immediate termination.

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