Description

Sales & Loan Production

Collaborate with EVP/CLO to develop yearly and quarterly goals.

Collaborate with originators on quarterly and annual goals.

Lead and direct all Residential Lending Department sales coaching efforts to maximize results. Ensure that effective implementation of Bank objectives are met.

Coach originators on ways to improve sales and service levels. Oversee activity reporting system.

Create and implement sales campaigns with collaboration from Marketing and the EVP/CLO.

Build and develop high morale and empowerment of sales success by utilizing reward and recognition.

Create and develop the agenda for sales meeting which includes sales & service strategies, guidance and expectations.

Recommend new products and services to the EVP/CLO. Assist with implementation.

Collaborate with interdepartmental Sales Managers in order to drive increased sales.

Identify sales weaknesses and work with originators to address opportunities.

Maintain own pipeline of loans and sourcing of new loans through personal referral network.

Assist the EVP/CLO in the preparation of monthly commissions for the origination team.

Conduct and lead monthly sales meetings with the origination staff.

Act as the "point person" to co-ordinate individual and joint calling efforts with prospects, COI's and existing clients. make joint calls with originators as appropriate.

Strategic Planning

With guidance from the EVP/CLO and working jointly with the Residential Lending Operations Manager, prepare development of annual business plan and budget.

Collaborate with Marketing Department/Innovation Center, EVP/CLO and Residential Lending Operations Manager on products, services, and initiatives which will have a positive impact on mortgage sales.

Customer Service

Act as a resource to resolve customer service issues.

Reward and recognize Above & Beyond Service behaviors in origination team.

Provide feedback to originators on opportunities to increase Above & Beyond Service levels.

Human Resources & Community Activity

Team Development: motivate personnel and promote workplace enthusiasm; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB.

Perform the following HR processes: performance/incentive/introductory period reviews for all direct reports, career development, training, disciplinary/corrective actions.

Represent the Bank in the community by serving on local boards, committees etc.

Other Responsibilities

Act as an active member of an assigned Solutions Team

Work closely with other departments of the Bank; together with the Residential Lending Operations Manager be the department's liason to the rest of the Bank.

Act as the Residential Lending department's representative on the Sales Committee and Loan Review Committee.

Qualifications

Education

Required

High School Diploma or GED or better

Preferred

Bachelors or Equivalent Work Experience or better

Licenses & Certifications

Required

NMLS

Experience

Required

7-10 years: Mortgage Sales and/or Sales Management

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Union Savings Bank

Latest Jobs

VP Sales Manager - Residential Lending