Manager of Consumer Lending Direct Sales

Liberty Federal Credit Union; Evansville (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

Liberty FCU in Evansville, IN seeks a Manager of Consumer Lending Direct Sales with proven sales leadership, coaching, and mentoring skills to grow lending volume through the direct sales channel.

You will hire, train, and coach a high-performing team, set weekly goals, monitor progress, and implement action plans to meet monthly and annual targets while maintaining excellent member service.

Qualifications

• 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.
• Determine customers' eligibility and acceptability of loan risk based on income, debt, employment history and other credit data required for loan approval.

Responsibilities

• Meet growth objectives and lending volume through the sales channel.
• Hire, train, and mentor a highly professional sales team.
• Provide ongoing coaching and training reinforcement to team members to promote continuous learning and high performance.
• Develop and track goals for individual lenders, monitor productivity, and take steps to achieve sales goals while maintaining member satisfaction.
• Mentor lenders to meet established sales goals with monthly one-on-one meetings and action plans.
• Ensure professional and effective communication with members and contacts, including observing calls and reviewing recordings to maintain call quality standards.
• Coordinate sales meetings to discuss goals, new developments, or services; set weekly sales goals and develop engaging contests.
• Forecast monthly/annual sales volumes and develop strategies for achieving goals using tools to track progress.
• Process and analyze loan requests: take applications, gather documentation, and make product recommendations to meet member needs.
• Maintain knowledge of all consumer lending products and support staff in resolving member issues.

Skills

Sales leadership

Coaching & mentoring

Time management

Verbal communication

Written communication

Leadership experience

CRM familiarity

Loan knowledge

Tools

CRM

LOS system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Manager of Consumer Lending Direct Sales

Full Time Management MAIN OFFICE, Evansville, IN, US

2 days ago Requisition ID: 4015

LFCU, a full-service credit union, is seeking a Manager of Consumer Lending Direct Sales with experience in sales, coaching and mentoring employees to meet departmental and strategic goals. The successful candidate must demonstrate a professional, courteous, motivated demeanor with a positive attitude. The candidate must have excellent time management, verbal and written communication skills. Consumer lending and leadership experience is preferred.

Duties and Responsibilities

• Responsible for meeting the growth objectives and lending volume through their sales channel.
• Work with the Director of Consumer Lending Direct Sales to hire, train, and mentor a highly professional sales team.
• Provide ongoing coaching and training reinforcement to team members to promote continuous learning and high performance.
• Implement, manage, and track goals for individual lenders:
  • Develop a sales plan for each lender and track the progress toward meeting individual goals.
  • Monitor productivity and results relative to established objectives and ensure appropriate steps are taken to achieve sales goals and maintain high levels of member satisfaction.
  • Daily/weekly tracking of team and individual progress towards established goals.
• Mentor and coach lenders to meet established sales goals:
  • Monthly one on one meetings with each team member.
  • Work with lenders, throughout the month, that are not on track to meet their goals by developing action plans to improve performance.
• Provide guidance to lenders so that they are communicating professionally and effectively with members and other contacts:
  • Observe calls for each lender.
  • Review monthly call recordings to ensure lenders maintain established call quality standards.
  • Develop communication scripts and coach team on etiquette.
• Ensure that the staff exhibits high quality of work and service to members.
• Work with the Director of Consumer Lending Direct Sales to coordinate sales meetings to discuss goals, new developments, or services:
  • Set weekly sales goals.
  • Develop various contests to keep the team motivated and engaged.
• Work with Director of Consumer Lending Direct Sales to forecast monthly/annual sales volumes and goals. Develop and implement strategies for achieving sales goals.
• Utilization of Lodestar to track progress and lead generation.
• Process and analyze employee loan requests:
  • Take applications and gather supporting documentation.
  • Make recommendations on credit union products for individual needs.
  • Offer payment protection and ancillary products.
  • Prepare closing documents and fund loans.
  • Maintain a working knowledge of all credit union consumer lending products.
• Schedule and manage employee activities:
  • Review accuracy of timecards and correct as needed.
  • Determine time off eligibility.
  • Create monthly work schedules.
  • Review teams monthly WFH.
  • Provide assistance in resolving member and employee issues or concerns.
  • Conduct research, analyze, and make recommendations for enhancements to our programs and offerings.
  • Keep Director of Consumer Lending Direct Sales informed of lending activities, needs, and problems. Prepare and submit applicable loan reports.
  • Work with the Director of Consumer Lending Direct Sales to conduct annual performance evaluations for direct reports.
• Must be able to work extended hours and Saturdays as needed.
• Adhere to the credit union’s S.E.R.V.I.C.E. standards.
• Develop an understanding of credit union history, philosophy, organization, by-laws, and operational procedures.
• Any other duties assigned by leadership.

Minimum 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
• 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.

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.