Top 2623 Financial advisor union Jobs

Director, Retail Mortgage Originations
Wright-Patt Credit Union Inc. —Beavercreek, OH
- 5 years
- Bachelor's degree
- Recruiting
Quick Apply
Consumer Lending Advisor
GenFed Financial Credit Union —Bryan, OH
- $45,000 - $65,000 a year
- Full-time
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- High school diploma or GED
- Health insurance
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Wealth Advisor - Madison
UW Credit Union —Madison, WI
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GenFed Financial Credit Union —Lorain, OH
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- Health insurance
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Benefit Fund Administrator
The Teamsters Local 705 Benefit Funds —Chicago, IL
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- Email
- 7 years
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Advisor Lands & ROW
Enbridge —Bay City, MI
- Full-time
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Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
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Sr Personal Banker - Port St. Lucie - (NEW BRANCH OPENING SOON!)
Power Financial Credit Union —Port Saint Lucie, FL
- Full-time
- Microsoft Word
- Background check
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Quick Apply
Controller
Fireline Sprinkler LLC —Appleton, WI
- CPA
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Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Universal Banker
Wings Credit Union —Thief River Falls, MN
- $22.25 - $23.50 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
14d
Employment & Corporate Counsel
Inland Imaging Business Associates, LLC —Spokane, WA
- $149,714.21 - $224,571.31 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
Quick Apply
5d
Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Consumer Lending Advisor
GenFed Financial Credit Union —Akron, OH
- $45,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
2h
Financial Advisor
WSECU —Olympia, WA
- $54,252 a year
- Online Application
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
MnSCU Academic Supervisor 1- Director of TRiO SSS
Minnesota State —Duluth, MN
- $31.08 - $46.72 an hour
- Full-time
- Hybrid work
- School experience
- 5 years
- Word processing
- Paid parental leave
- Paid holidays
14d
Call Center Sales Advisor I
SkyOne Federal Credit Union —Hawthorne, CA
- $25.76 - $30.00 an hour
- Full-time
- Computer literacy
- Windows
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Advisor Lands & ROW
Enbridge —Casper, WY
- Full-time
- Hybrid work
- Office
- Ability to lift 50 pounds
- Driver's License
- Wellness program
- Paid parental leave
6d
Consumer Lending Advisor
GenFed Financial Credit Union —Centralia, IL
- $45,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
2h
Call Center Sales Advisor II
SkyOne Federal Credit Union —Hawthorne, CA
- $28.80 - $34.00 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply

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Director, Retail Mortgage Originations

Wright-Patt Credit Union Inc. -
Beavercreek, OH

Quick Apply

Job Details

Benefits

Leadership training provided

Qualifications

MLO License
Financial sales
Managing sales strategy or development teams
Process design
Process improvement
Conventional mortgage loans
Improving operational efficiency
Finance industry sales team management experience
Sales team management
Team development
Bachelor's degree
Sales coaching
Productivity software
Managing lending teams
Sales leadership

Full Job Description

The Director, Retail Mortgage Originations directs and manages mortgage loan production through Mortgage Originators, WPCU member centers, the WPCU Internet web site, real estate agents and builders. The Director is responsible for member service, quality control, leadership development, and profitability in the department. These duties include responsibility for corporate policies and procedures regarding mortgage originations and compliance with applicable laws.

Monitors quality of work performed in the Retail Mortgage Department and quality of the first mortgage portfolio using reports regularly generated from the lending system, core system, and from our mortgage servicer to hold staff accountable for meeting and often exceeding minimum performance standards for productivity, member service, and profitability of the mortgage loan portfolio and the business unit. Ensure assigned business units are operating efficiently and reliably, and comply with applicable laws, regulations, and rules, have appropriate operating controls to mitigate risk, and are performing at a high level. (25%)

Leads and meets with management team regularly to ensure that appropriate business development and sales management activities are occurring. This is accomplished by ensuring the management team is building relationships with local real estate agents, builders, members, other WPCU divisions, centers of influence (such as accountants and financial advisors) and community groups to increase the flow of incoming mortgage applications that result in closed loans. Consult with managers to ensure they are engaging loan officers frequently to make sure they contact all leads received timely and that they are managing the loan originators follow up on pre-qualifications, so that we remain a primary point of contact with this member/borrower. (20%)

. Develops strategies, new products, plans, budgets, tactics, and success measurements for this operating unit. Monitors progress, processes and results and is accountable for developing and executing business plans, achieving desired results, and delivering a superior service experience to members. Serves on appropriate lending committees and provides pertinent information related to retail mortgage lending through data, trending, and making recommendations for adjustments to the mortgage lending program. (20%)

. Recruit and assist in hiring new Retail Mortgage team members, ensuring new hires exhibit credit union values, are driven to succeed and have a strong work ethic. (15%)

. Lead a management team that coordinates and conducts the training and coaching of origination staff to provide a strong mortgage lending knowledge of products and policies and the promotion of best practices. Also, expand the capabilities of management staff through coaching, training, and monitoring. Manage and lead the WPCU mortgage originations involvement with NCUA exams and internal audits and ensure appropriate compliance testing is carried out and completed timely. This incorporates working with other WPCU or myCUmortgage personnel to obtain required audit documentation. Provide management responses to audit findings. (10%)

Develops and implements new products to meet member-owner needs, support first time home buyer goals, and market demand. (5%)

Lead, promote and oversee the Member Preferred program (5%).

Required Skills

A. The Director, Retail Mortgage Originations is skilled and knowledgeable in managing and operating a mortgage origination function:

1) A Bachelor’s Degree is required, preferably in business. Candidates who present a minimum of ten years specific mortgage origination experience and formal leadership training may also be considered.

2) A minimum of five years’ experience in mortgage originations.

3) A minimum of five years of management experience is required, and preference is for experience in managing other managers/supervisors.

4) Demonstrated knowledge of conventional and government loan programs and guidelines.

5) Demonstrated ability to lead a sales team, monitor and coach individual sales efforts.

6) Demonstrated ability to analyze, reason, problem solve, and prioritize work independently.

7) Demonstrated ability to analyze complex situations and solve problems and/or design recommendations to accomplish business and tactical goals.

8) Demonstrated ability to develop sound and efficient processes.

9) Demonstrated intermediate knowledge with Microsoft Office products.

10) NMLS is required.

Quick Apply

Refine Your Search

financial advisor union jobs

Director, Retail Mortgage Originations

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Consumer Lending Advisor

Call Center Sales Advisor II

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