Field Sales Manager responsible for driving credit sales and relations in the financial services sector. Collaborating with Walgreens leaders across the Miami Metro area and South Florida.
About the role
- Mortgage Loan Originator providing mortgage products/services to Credit Union 1 members. Building relationships and guiding members through the mortgage loan process while promoting Credit Union 1's offerings.
Responsibilities
- Provides financial Mortgage products/services to existing and potential new members applying through the branch retail network and potential overflow of CU1 online portal and phone channel applications in a confident and professional manner that assures efficient operations and exceptional service.
- Assertively executes cross selling with members and potential members to increase growth.
- This position is required to accurately open new mortgage and additional Credit Union 1 accounts.
- Process all lending requests, including interviewing, obtaining decisions, obtaining lending documents to ensure closing of the loan.
- This position also assists with more difficult transactions or service issues.
- Multitasking is required of this position to accommodate staffing needs throughout the mortgage team platform.
- Develop and build referral relationships with external sources such as realtors, builders, attorneys, professional and community associations to proactively promote Credit Union 1’s portfolio and secondary market mortgage products.
- Initiate and guide members in a timely manner through a detailed and comprehensive mortgage loan process; the credit union’s point of sale member information gathering platform according to established department policies; processes and procedures.
- Analyze credit, run initial automated desktop underwriting engine (DU) follow findings and/or company standards.
- Build relationships with members by educating them about mortgage products and services they could benefit from, helping them achieve their full economic potential.
- Ensure all appropriate disclosures and required documents are issued within the required time frames to meet compliance standards including but not limited to HMDA, RESPA, Reg Z, and/or the credit union’s lending policies.
- Communicate in a continuous and timely manner with all parties involved in the transaction (internal and external) to ensure clarity, according to Credit Union 1’s established service standards.
- Properly document all communications
- Remain cognizant of and adhere to Credit Union 1 mortgage policies and procedures, industry norms and banking.
- Have advanced knowledge of duties and responsibilities performed as a Mortgage Loan Originator; utilize approval limits and privileges appropriately.
- Have a thorough understanding of the credit union’s strategic initiatives and align individual performance to achieve those initiatives.
- Identify opportunities to sell/cross-sell business banking products to our existing client base to meet member needs.
- Handle complex situations with confidence, knowledge, and creativity.
- Assume responsibility for mortgage sales performance expectations, loan profitability and mortgage solutions team performance through individual contributions.
Requirements
- Bachelor's Degree in Business Administration, Marketing or related field preferred
- Will accept any suitable combination of education, experience, and/or training
- Minimum 2 years’ experience meeting creating business development programs, policies, and standards for member facing employees to ensure the ability to exceed member expectations and help members reach their full economic potential
- Financial industry experience is preferred
- Exceptional communication and collaboration skills with ability to effectively communicate with members, peers and supporting staff
- Capable of undertaking tasks broad in nature, requiring ingenuity and originality
- Ability to operate independently, and exercise significant latitude for independent judgement, discretion, and action.
- Working knowledge of computers and software
- Working on a team to exceed individual goals to reach collective credit union goals and team goals when needed.
Benefits
- Paid Time Off (PTO) begins accruing day one of employment
- Tuition reimbursement for approved courses (after 1 year)
- Free Employee Assistance Program (EAP)
- Livongo Diabetes Management Program
- Excellent benefits packages including: Medical PPO insurance, High Deductible Health Plan (HDHP) and Health Savings Account (HSA), Dental & vision insurance, Life, AD&D, short and long-term disability insurance (100% company paid)
- 401(k) retirement and profit-sharing plan (must be 20 years old)
- Free Teledoc 24/7 Physician Services
- Pet Insurance
- Paid Family Medical Leave (When FMLA Eligible)
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