Manager, Consumer Lending Direct Sales

Jobtailor; Evansville (IN); On-site; USD 95,000 - 130,000; Full time

Job summary

Jobtailor in Evansville, IN, seeks a Director of Consumer Lending Direct Sales to lead and grow the lending direct channel. You will hire, mentor, and coach a professional sales team, set lender goals, and monitor performance to meet ambitious lending objectives.

You will leverage CRM and LOS systems to track progress, ensure quality standards, and optimize member satisfaction while aligning with company policies and laws.

Qualifications

• Minimum of 3 years of lending experience.
• Minimum of 1 year in a leadership role running a sales channel.
• Experience with CRM and LOS systems preferred.
• Excellent verbal and written communication skills.
• Excellent time management skills.
• Ability to meet sales objectives in a fast paced and professional environment.
• Ability to determine customers' eligibility and assess loan risk.

Responsibilities

• Meet growth objectives and lending volume through the consumer lending direct sales channel.
• Hire, train, mentor, and coach a professional sales team with the Director of Consumer Lending Direct Sales.
• Implement, manage, and track individual lender goals and sales plans.
• Monitor productivity, results, sales progress, and member satisfaction.
• Conduct monthly one-on-one meetings and develop action plans for lenders not on track.
• Observe lender calls and review monthly call recordings for quality standards.
• Develop communication scripts and coach the team on etiquette.
• Forecast monthly and annual sales volumes and goals.
• Develop and implement strategies for achieving sales goals.

Skills

Team leadership

Communication skills

Time management

Mentoring

Problem solving

Interpersonal skills

Adaptability

Tools

CRM System

LOS System

Lodestar

Job description

• Meet growth objectives and lending volume through the consumer lending direct sales channel
• Hire, train, mentor, and coach a professional sales team with the Director of Consumer Lending Direct Sales
• Implement, manage, and track individual lender goals and sales plans
• Monitor productivity, results, sales progress, and member satisfaction
• Conduct monthly one-on-one meetings and develop action plans for lenders not on track
• Observe lender calls and review monthly call recordings for quality standards
• Develop communication scripts and coach the team on etiquette
• Coordinate sales meetings, set weekly goals, and develop team contests
• Forecast monthly and annual sales volumes and goals
• Develop and implement strategies for achieving sales goals
• Use Lodestar to track progress and lead generation
• Process and analyze employee loan requests, including applications, documentation, product recommendations, payment protection, closing documents, and loan funding
• Maintain knowledge of credit union consumer lending products
• Review timecards, determine time-off eligibility, create monthly schedules, and review monthly work-from-home arrangements
• Assist with member and employee issues or concerns
• Research, analyze, and recommend enhancements to programs and offerings
• Keep the Director informed of lending activities, needs, and problems
• Prepare and submit applicable loan reports
• Conduct annual performance evaluations for direct reports with the Director
• Adhere to S.E.R.V.I.C.E. standards and credit union policies, procedures, laws, history, philosophy, bylaws, and operational procedures
• Perform other duties assigned by leadership

Requirements

• Minimum of 3 years of previous Lending experience
• Minimum of 1 year in a leadership role running a sales channel
• Experience with CRM and LOS system preferred
• Excellent verbal and written communication skills
• Excellent time management skills
• Ability to meet sales objectives in a fast paced and professional environment
• Ability to determine customers' eligibility and acceptability of loan risk based on income, debt, employment history and other credit data required for loan approval
• Must be able to achieve all aspects of job performance while adhering to company Mission, Vision and Values
• Must adhere to all company procedures and policies and applicable state and national laws
• Must be able to work extended hours and Saturdays as needed

Core Competencies

Demonstrates expertise in consumer lending, sales management, and team leadership, with a strong focus on achieving sales objectives and maintaining high standards of member satisfaction. Proficient in utilizing CRM and LOS systems to track performance and enhance lending processes.

Highest-signal resume keywords

• Consumer Lending Experience
• Sales Channel Leadership
• CRM and LOS System Proficiency
• Excellent Communication Skills
• Time Management Skills

ATS Optimization Keywords

Hard Skills

• Lending Experience
• Sales Management
• Loan Processing
• Goal Setting
• Performance Evaluation
• Risk Assessment
• Sales Forecasting
• Team Coaching
• Quality Standards Monitoring
• Action Plan Development

Soft Skills

• Mentoring
• Coaching
• Problem Solving
• Interpersonal Skills
• Adaptability

Industry Keywords

• Credit Union
• Consumer Lending Products
• Sales Objectives
• Member Satisfaction
• S.E.R.V.I.C.E. Standards
• Company Policies
• State and National Laws

Tools & Technologies

• Lodestar
• CRM System
• LOS System