Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for an
Area Retail Mortgage Production Manager to provide top notch customer service to our clients and customers in the Orange County, CA area. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
- Manages and coordinates activities of residential construction and mortgage lenders and staff.
- Trains, motivates, coaches and provides guidance to assigned area personnel in order to increase sales productivity.
- Monitors and evaluates production and goals.
- Responsible for personal loan production and the overall sales effort of the assigned team.
- Conducts mortgage sales staff meetings and educates staff on new and existing products and programs.
- Responsible for planning, implementing and developing promotional and marketing initiatives, as well as expanding the company's sales and service culture.
- Train sales staff as needed.
- May solicit and originate residential construction and mortgage loans, obtains and analyzes pertinent financial and credit data.
- Responsible for team compliance with policies and regulatory requirements.
- Manages and mitigates risk within the team.
- Other duties as assigned.
Qualifications:
- Requires a bachelor's in business, finance or related field and 4+ years of banking, mortgage lending, sales and/or public relations or other directly related experience. Supervisory experience preferred.
- Advanced knowledge of marketing, public relations, sales and service.
- Strong management and leadership skills.
- Strong communication skills, both written and verbal.
- Knowledge of mortgage banking services and products.
- Must have solid customer service and problem resolution skills.
- Ability to make sound decisions.
- Ability to coach and mentor mortgage staff.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $50,000 - $80,000 annually depending on job-related factors such as level of experience and location. Plus, commissions.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
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BankTalent HQ
Competitive
vision insurance, parental leave, paid time off, tuition reimbursement, 401(k), profit sharing
Dec 02, 2025