Oversee the sales activities of the retail mortgage channel. Develop a sales team, manage center of influence (i.e. realtor, builder, financial planner, attorney) partnerships, creation and enhancement Customer Relationship Management (CRM) lifecycles, application quality control and member experience tracking designed to exceed lending production and product mix goals throughout different market cycles. Essential Responsibilities Assist in the establishment of annual and long-term sales goals and plans, while developing a business execution strategy to meet loan origination and product mix goals. Develop an outside MLO sales team and provide production plans for each team member to drive improved performance. Manage third-party retail vendor relationships. Act as a liaison and establish collaborative partnerships with internal business units. Manage residential operations, credit and secondary partnerships to achieve desired member experience, production goals and broader business line initiatives. Maintain a thorough understanding of mortgage industry knowledge and current issues. Make recommendations regarding new loan products, assists with project management tasks and introduce changes to the existing retail sales strategy in consultation with the line of business and internal business partners. Plan, oversee and lead the work of the team to meet functional and individual operational objectives and goals. Coach, mentor, and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities. Responsible for hire, fire, performance, discipline and problem-resolution decisions. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
Number of Employees
501-1,000 employees