Credit Union:



Eugene, Oregon





Job Description:

Beginning Pay Range: $76,460 – $95,570.00 per year

OCCU is looking for an experienced Mortgage Production Manager to join our high performing team. If you have matching experience and want to work for a dynamic credit union consider applying today! The Mortgage Production Manager provides leadership and vision by creating objectives to meet strategic initiatives of the Credit Union; delivered through a strong Mortgage Production team. They oversee the day-to-day operation of the Mortgage Production team including supervising, training, monitoring and motivating staff. This manager pro-actively drives mortgage production while ensuring a high level of member service. They monitor market conditions and trends and recommend changes to procedure and loan programs to Management.

Location: Eugene, OR

Job Responsibilities:

The essential functions of this position require prioritizing and completing all assigned tasks in a timely and efficient manner, adjusting for changing priorities and availability of resources and demonstrating initiative in identifying additional job-related tasks to be completed when time permits. These duties are a representative example of position expectations. Actual duties assigned may vary and change depending on the business needs of the department and OCCU. 

Functional Leadership:

  • Hire, schedule, develop, mentor, coach and assess team members. Oversee disciplinary action with the assistance of Human Resources (HR).
  • Ensure all assigned employees have a development plan in place.
  • Complete quarterly feedback meetings for all assigned employees.
  • Maintain a cohesive, highly trained and motivated staff sufficient to meet daily department demand and long-term organizational goals.
  • Drive constant improvement in both Employee Engagement Scores and Net Promoter Scores.
  • Establish and maintain commitments and professional business relationships with employees, members, vendors, the community, professional organizations and Credit Union trade organizations. 
  • Play a positive role in the development and growth of assigned departmental staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly effective, cross-trained staff.

Functional Tasks and Duties:

  • Ensure loans are originated and processed according to program and internal guidelines in compliance with company and secondary market standards.
  • Drive mortgage production while ensuring a high level of member service.
  • Track performance objectives for Production Team. Manage and evaluate staff performance to established objectives, differentiate performance and strive to ensure each loan officer achieves their respective goals while maintaining accountability.
  • Drive an accelerated sales culture in the region by ensuring accountability for results through execution of the sales and sales management process and effective coaching practices.
  • Possess and utilize expert knowledge of sales and sales strategies.
  • Facilitate and deliver sales training, individual and team coaching, sales contests and the creation of marketing materials.
  • Effectively assist team with resolving member complaints within a timely fashion.
  • Effectively assist team with file troubleshooting, scenarios and deal structuring.
  • Review pipelines to ensure that all contingency, rate lock and closing dates are met.
  • Ensure all internal Service Level Agreements are met.
  • Monitor individual team member’s file assignments to ensure equitable distribution and maintain capacity targets.
  • Conduct weekly pipeline reviews and monthly production meetings with team members.
  • Analyze current process flow to identify change and improvement opportunities.
  • Assist with reports, procedures, presentations and other projects as requested.
  • Develop and maintain strong working relationships with other key departments to maximize efficiencies.
  • Operate under regulation, quality control and department required timelines. Identify and communicate issues which may prevent reaching these timelines.
  • Create and implement action plans for continuous improvement based on quality and efficiency audits, investor feedback, regulatory changes and requirements, and compliance and QC audits.
  • Conduct loan level review to evaluate quality and consistency in processor files as submitted to closing. Work with the other Mortgage Management Team to correct deficiencies and improve quality.
  • Act as a liaison to investors and work to maintain favorable relationships. Manage relations with correspondent lenders, brokers, vendors and other business partners.
  • Provide backup support to all areas of the team as needed.
  • Responsible for maintaining a high level of proficiency on Consumer Financial Protection Bureau (CFPB), Federal, State, Agency and investor requirements, as well as internal compliance and quality policies and procedures.
  • Ensure effective and timely implementation of all changes to compliance policies and procedures.
  • Must follow all State & Federal credit union and mortgage lending regulatory compliance requirements and complete annual training as necessary.
  • Must be able to obtain & maintain NMLS registry.
  • Maintain the highest level of confidentiality regarding all sensitive, confidential and proprietary credit union information.

Experience, Knowledge, Skills and Abilities:

Qualified candidates for this position will have relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without an accommodation.

Preferred qualifications for the position include:

  • Strong knowledge of mortgage lending business processes and applications.
  • Five years of mortgage processing and/or auditing.
  • Experience navigating and applying Fannie Mae conforming underwriting guidelines.
  • Knowledge regarding federal and state regulations impacting the mortgage industry.


Bachelor’s degree or equivalent experience.

An equivalent combination of experience and education that demonstrates the knowledge, skills and abilities required for the position will be considered in lieu of the outlined requirements.

Physical Demands and Work Requirements:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands: While performing the duties of this job, the employee is frequently required to:

  • Work for extended periods of time in a stationary position (possibly up to 60 minutes or more without an opportunity to substantially change position) while consistently grasping, moving and manipulating documents, office supplies, computer equipment and other business tools and materials.
  • Use and operate a personal computer, office equipment and other technology devices frequently and consistently throughout each day with a high degree of skill, accuracy and independent judgment.
  • Move to, from and within our building and across company-related property site locations as needed, possibly for extended periods of time.
  • Correspond, communicate and exchange information with other employees, members and other third parties with whom we work in-person, via telephone, virtually or by other electronic means using available technology during meetings, presentations and other situations in which business information may be shared, discussed or exchanged.
  • Maintain professional and respectful communication style and steady work focus to ensure reactions and responses to varied situations, stress, ambiguity, frustration, disappointment and disagreements. Set an example to others of appropriate workplace communications while contributing to a strong, harmonious team dynamic.
  • Lift, transport and/or move up to approximately 25 lbs. occasionally in the performance of regular duties.
  • Remain alert and able to observe surrounding areas and conditions at all times to identify, recognize and respond to potential obstacles, safety concerns, hazards, threats, property conditions requiring attention, unauthorized and/or dangerous persons and emergencies.

Work Environment: Office-related work is primarily conducted in a temperature-controlled office environment. Our office spaces include traditional office lighting (including fluorescent lighting), as well as shared office spaces and facilities that result in consistent and frequent noise (moderate and often louder than ambient noise), conversations among employees and/or members, interruptions and other similar distractions. 

Work Hours: This job can typically be done within a Monday through Friday schedule; however, based on events going on there will be times when evening and weekend work is required with little or no notice.

OCCU is an Equal Opportunity Employer