Sales & Lending Growth Manager

Harborlight Credit UnionWhitehall, MI
8d

About The Position

The primary responsibility for this position is driving loan growth, membership expansion, and overall revenue generation by leading a high performance, sales-driven lending team. The role oversees in-person lenders, online lenders, and outbound lending specialists with a strong focus on sales execution, business development, and member relationship growth, ensuring alignment with our mission, culture, and service standards.

Requirements

  • Minimum 5 years of sales leadership or lending experience.
  • Proven track record of driving loan growth and achieving sales targets.
  • Strong knowledge of consumer lending products, underwriting, and compliance.
  • Excellent professional communication, leadership, and interpersonal skills.
  • Ability to analyze data, identify trends, and implement effective strategies.
  • Expertise with digital lending platforms, CRM systems, and outbound sales strategies.
  • Ability to motivate and inspire a team in a fast-paced, goal- driven environment.

Nice To Haves

  • Bachelor’s degree in business, finance, or related field (or equivalent experience) preferred.
  • Financial Counseling certification preferred.
  • Experience in a credit union or community banking environment preferred.

Responsibilities

  • Meet management service standards and expectations.
  • Attend staff and department meetings as scheduled.
  • Promote credit union products and services.
  • Respond Promptly and courteously to member inquiries.
  • Keep work area clean and sensitive material properly secured.
  • Complete assigned training in a timely manner as required for compliance with regulations.
  • Lead, coach, and develop a multi-channel sales focused in-person, online, and outbound lending team.
  • Set clear performance expectations and provide coaching and performance feedback, handle performance issues, and support staff development.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Identify training needs and ensure team members have the resources, support, and on-the-job training needed.
  • Execute strategies to increase loan volume, cross-sell products, and deepen member relationships.
  • Assist in identifying and vetting new vendor relationships to support lending growth strategies.
  • Monitor and analyze sales lending performance metrics; adjust tactics to meet or exceed growth targets.
  • Partner with marketing and member services to build effective campaigns, outbound initiatives, and targeted sales pipelines.
  • Ensure lending policies, procedures, products, and documentation comply with regulatory requirements.
  • Optimize workflows and leverage technology, CRM tools, and digital lending platforms to enhance efficiency and member experience.
  • Maintain accurate reporting and provide regular updates to senior leadership.
  • Champion a member-first approach by ensuring consistency and quality of the member experience across all lending and sales channels.
  • Develop and maintain reporting tools for loan performance and departmental metrics.
  • Prepare monthly loan reports and present findings for executive leadership.
  • Resolve escalated member concerns promptly and professionally.
  • Stay up to date on credit union policy and procedures.
  • Adhere to regulations.
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