Home Equity Relationship Manager

General Electric Credit Union•Blue Ash, OH

1d•Onsite

About The Position

The Home Equity Relationship Manager is responsible for developing, managing, and growing home equity relationships through proactive outbound calling, lead generation, consultative needs discovery, and disciplined pipeline management. This role identifies and develops home equity opportunities, deepens member relationships, guides borrowers through the lending process, and delivers solutions that align with member goals while meeting Credit Union guidelines, production expectations, and service standards.

Requirements

High School diploma or GED is required
2+ years prior experience in mortgage lending and or consumer loan origination.
Ability to build, manage, and grow a sales pipeline through proactive follow-up, referral development, and member outreach
Proven ability to work well within a team
Excellent verbal and written communication skills
Ability to organize and analyze financial information and to accurately perform complex financial calculations
Thorough and detailed understanding of credit union policies and procedures
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Proficient with Microsoft Office Suite or related software.
Maintain the required MLO designation
Understand and comply with all federal and state regulations associated with this position

Nice To Haves

Demonstrated experience with outbound calling, lead generation, sales outreach, or relationship-based business development preferred.

Responsibilities

Develop, manage, and retain a book of business by proactively generating leads, conducting outbound calls, building referral opportunities, and maintaining ongoing member relationships
Execute outbound calling strategies to contact prospective members, existing members, past applicants, and identified lead segments to create new home equity opportunities
Track, prioritize, and convert leads through consistent follow-up, clear next steps, and effective use of sales and loan origination systems
Use a consultative approach to uncover member needs, understand financial goals, and recommend appropriate home equity products based on the member’s overall situation
Maintain a healthy pipeline by following up on new leads, existing opportunities, referrals, and past member interactions to improve conversion and support production goals
Guide members through the home equity application process from initial conversation through origination, ensuring clarity, responsiveness, and a high-quality member experience
Review and analyze financial information from all relevant parties to assess borrowing needs and support accurate loan structuring
Originate and evaluate home equity applications in accordance with Credit Union guidelines, product parameters, and regulatory requirements
Monitor the status of applications and maintain timely communication with members and internal partners to help move loans efficiently through the process
Document member interactions, outbound calling activity, lead status, follow-up commitments, and pipeline movement to support service consistency, accountability, and portfolio growth
Partner with branch teams, internal departments, and other referral sources to identify member needs, promote home equity solutions, and support a consistent member experience
Place the member’s needs first while balancing service, sound lending judgment, and adherence to policy
Maintain the required MLO designation and engage in continuing education as needed
Understand and comply with all federal and state regulations associated with this position
Demonstrate strong interpersonal, communication, presentation, sales, and organizational skills, including the ability to prioritize responsibilities effectively
Meet established expectations for outbound activity, lead follow-up, pipeline management, member experience, and home equity production
Maintain working knowledge of loan origination and servicing systems
Perform other duties as assigned.