Southwest Florida Retail Lending Manager, Sarasota, FL
Southwest Florida Retail Lending Manager, Sarasota, FL
Posted 6 days ago
SENIORITY
Senior
About the role
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
- Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
- Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate 5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers.
- Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan.
- Proven track record of successfully recruiting, interviewing, hiring, developing, managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and mentor all levels of sales and sales management.
- Excellent written and oral communication skills with the ability to build strong relationships with internal business partners to achieve success.
- Excellent working knowledge of the originations market including conforming, nonconforming, and home equity as well as competitor product, pricing, and business strategies.
- Strong knowledge of current environment underwriting standards (e.g. Knowledge of FHA, VA, FNMA, and FHLMC) guidelines and loan fulfillment processes
- Willingness to travel to branches weekly, which may include overnight stays in other states.
- Strong PC skills
- Preferred qualifications, capabilities, and skills FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate Personal Computer skills in a Windows environment
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