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Mortgage Retention Manager Jobs (NOW HIRING)

TowneBank

Mortgage Sales Manager

Charlotte, NC · On-site

This role focuses on recruitment, retention, coaching, performance management, and sales leadership ... The Mortgage Area Sales Manager will work closely with our bank partners to collaborate on ...

Towne Bank

Mortgage Sales Manager

Charlotte, NC

This role focuses on recruitment, retention, coaching, performance management, and sales leadership ... The Mortgage Area Sales Manager will work closely with our bank partners to collaborate on ...

Susser Bank

Mortgage Sales Manager

Arlington, TX · On-site

Support recruiting, onboarding, and retention efforts for mortgage production staff in partnership with senior sales leadership. * Assist loan officers with pipeline management, goal development, and ...

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Mortgage Retention Manager information

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$62.5K

$94K

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How much do mortgage retention manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for mortgage retention manager in the United States is $94,039.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a mortgage retention manager, and why are they important?

To thrive as a Mortgage Retention Manager, you need expertise in mortgage products, customer account management, and a solid understanding of lending regulations, typically backed by experience in banking or finance. Familiarity with customer relationship management (CRM) systems, loan servicing platforms, and sometimes relevant certifications such as NMLS registration is important. Strong interpersonal skills, negotiation abilities, and a proactive approach to problem-solving help you effectively retain clients and resolve issues. These skills ensure high customer satisfaction, minimize loan attrition, and support the organization's long-term revenue goals.

What is a mortgage retention manager?

A Mortgage Retention Manager is a professional responsible for developing and executing strategies to retain existing mortgage customers within a financial institution. Their main role includes identifying at-risk customers, offering solutions to prevent refinancing with competitors, and enhancing customer satisfaction. They often work closely with sales, customer service, and marketing teams to implement retention campaigns, analyze customer data, and ensure clients have positive experiences throughout their mortgage lifecycle. By maintaining strong relationships and providing tailored solutions, Mortgage Retention Managers help reduce customer churn and support the organization's overall business goals.

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

AspectMortgage Retention ManagerMortgage Loan Officer
CredentialsTypically requires mortgage industry experience, possibly certifications like MLO licenseRequires MLO license, sales experience, and industry certifications
Work EnvironmentFocuses on existing clients, retention strategies, and customer serviceEngages with new clients, loan origination, and sales
Employer & Industry UsageUsed by banks, mortgage companies to retain clientsUsed by lenders to originate new loans and grow business
Search & Comparison IntentUnderstanding retention roles vs origination rolesComparing sales and client acquisition roles

The Mortgage Retention Manager primarily focuses on maintaining relationships with existing clients and reducing loan attrition, while the Mortgage Loan Officer is responsible for originating new mortgage loans and acquiring new clients. Both roles require industry knowledge and licensing, but their core functions differ in client engagement stage and objectives.

What are some of the main challenges faced by a mortgage retention manager, and how can they be addressed?

Mortgage Retention Managers often face the challenge of retaining clients who are approached by competitors offering attractive refinancing options. To address this, they must proactively engage with existing customers, understand their needs, and provide tailored solutions or incentives to encourage loyalty. Building strong relationships with both clients and internal teams, such as underwriting and sales, is essential for delivering a seamless experience. Additionally, staying updated on market trends and regulatory changes helps Mortgage Retention Managers anticipate client concerns and respond effectively.
More about Mortgage Retention Manager jobs
What cities are hiring for Mortgage Retention Manager jobs? Cities with the most Mortgage Retention Manager job openings:
What states have the most Mortgage Retention Manager jobs? States with the most job openings for Mortgage Retention Manager jobs include:
What job categories do people searching Mortgage Retention Manager jobs look for? The top searched job categories for Mortgage Retention Manager jobs are:
Mortgage Retention Manager jobs near you
Infographic showing various Mortgage Retention 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 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $94,039 per year, or $45.2 per hour.

Mortgage Sales Manager

TowneBank Mortgage

Charlotte, NC

Full-time

Posted 13 days ago

Job description

TowneBank has a culture that:

  • Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
  • Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

 
Role Overview

The Mortgage Area Sales Manager is responsible for leading, developing, and growing a high-performing team of Loan Officers across their region. This role focuses on recruitment, retention, coaching, performance management, and sales leadership, working closely with Regional Sales Managers and Sales/Branch Managers to drive consistent production, a strong culture, and long-term growth. The Mortgage Area Sales Manager will work closely with our bank partners to collaborate on initiatives that advance shared goals and business development.
This position is not a branch operations role; the primary emphasis is on Business Development, people leadership, sales performance, and development.

Primary Purpose:

The Mortgage Area Sales Manager is responsible for recruiting, developing, coaching, and retaining Loan Officers within their region. This role partners with Regional Sales Managers and Sales/Branch Managers to ensure:

  • Consistent execution of sales strategies
  • Achievement of individual, branch, and regional production goals
  • A strong, collaborative, and performance-driven sales culture

Essential Responsibilities:

Sales Leadership & Performance

  • Partner with Regional Sales Managers and Sales/Branch Managers to drive sales execution across the region
  • Partner with Regional Sales Managers and Sales/Branch Managers to establish, track, and support sales goals for Loan Officers, aligned with regional and company objectives
  • Support achievement of production and budget goals assigned to the region
  • Review company and sales performance reports to monitor progress and identify opportunities
  • Support pipeline management, profitability, customer satisfaction metrics, and performance reviews

 
Recruitment, Retention & Talent Development

  • Recruit and retain high-quality Loan Officers aligned with TowneBank’s culture and growth strategy
  • Coach Sales and Branch Managers on effective recruitment and retention practices
  • Develop strategies to attract top talent and reduce turnover
  • Support onboarding and early-stage success of new Loan Officers

 
Coaching, Training & Development

  • Serve as a sales coach and leader, not just a manager
  • Coach Sales and Branch Managers on how to effectively coach their Loan Officers
  • Support and reinforce best practices in sales behaviors, activity management, and relationship development
  • Coordinate Loan Officer training with the Training Manager as needed
  • Promote a mindset of accountability, ownership, and continuous improvement


Sales Process & Client Experience

  • Support Sales/Branch Managers and Loan Officers in executing consistent, effective sales processes
  • Ensure sales activities align with TowneBank’s commitment to an exceptional client experience
  • Communicate and implement sales-related policy or process changes as needed


Industry Knowledge & Compliance

  • Maintain a strong working knowledge of:
  • Mortgage products, pricing, and guidelines
  • Market trends and competitive landscape
  • Applicable laws, compliance, and regulatory requirements
  • Sales technology and industry best practices
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA)


Collaboration & Business Development

  • Work collaboratively with Marketing and Sales teams, supporting regional marketing agreements
  • Identify business development opportunities for TowneBank Mortgage and affiliated companies
  • Strengthen internal partnerships to support growth, efficiency, and market presence


Personal Production

  • Target $12 million in annual closed loan volume through the Area Sales Manager’s personal production


Measures of Success

  • Strong Loan Officer recruitment and retention
  • Consistent achievement of regional production goals
  • Engaged, motivated, and accountable sales teams
  • Sales Managers who coach effectively and lead strategically
  • A positive, collaborative, high-performance sales culture

Minimum Required Skills & Competencies:

  • Active NMLS number in good standing
  • Strong written and verbal communication skills
  • Minimum 3 years of experience as a Loan Officer with a proven sales record

Desired Skills & Competencies:

  • Working knowledge of FNMA/FHLMC, FHA, VA, and State Bond Program guidelines
  • Familiarity with current Mortgage Industry, Regulatory, and Mortgage Secondary Market requirements and conditions
  • Minimum 3 years of experience as a Mortgage Sales Manager (or equivalent management experience)

 
Physical Requirements:

  • Express or exchange ideas by means of the spoken word via email and verbally
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
  • Not substantially exposed to adverse environmental conditions
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential responsibilities.
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