Clearview Federal Credit Union Careers

Description

• Bachelor’s degree required.
• Minimum 5 years of mortgage sales management experience.
• 8–10 years of first mortgage origination experience.
• Demonstrated success leading both outside and inside sales teams.
• Experience developing sales dashboards, analyzing trends, and setting data driven goals.
• Strong understanding of mortgage products, interagency guidelines, and regulatory requirements.
• Excellent communication, leadership, and relationship building skills.
• Models effective use of AI tools to enhance decisions, streamline processes, and drive innovation; guide adoption within the team while ensuring alignment with organizational goals, compliance, and best practices. 
• Ability to maintain confidentiality and exercise sound judgment.

• Lead, coach, and develop mortgage loan officers and inside sales representatives to achieve individual and team production goals.
• Establish a performance driven culture with clear expectations, accountability, and continuous coaching.
• Implement structured sales processes, call strategies, and lead management workflows.
• Support career development through training, mentoring, and skill building opportunities.
• Build and maintain strong relationships with realtors, builders, financial advisors, and community partners to drive referral based business.
• Represent the Credit Union at industry events and community functions to enhance brand visibility and generate new opportunities.
• Develop and manage strategic partnerships within the Credit Union’s footprint to expand market reach and product awareness.

• Design and execute comprehensive go-to-market strategies for mortgage products, including segmentation, positioning, and competitive differentiation.
• Collaborate with leadership to develop new mortgage products, pricing strategies, and member focused lending solutions.
• Partner with Marketing to create targeted acquisition and retention campaigns for both prospective and existing members.
• Ensure alignment between sales, marketing, underwriting, and operations to deliver a seamless member experience.

• Lead the inside sales function responsible for member outreach, lead conversion, pipeline follow up, and cross sell opportunities.
• Develop targeted member campaigns using internal data such as credit activity, deposit trends, life event triggers, and pre-qualification insights.
• Ensure coordinated communication and handoffs between inside and outside sales teams.

• Develop and maintain real time sales dashboards to track production, conversion rates, pipeline health, referral source performance, and team KPIs.
• Analyze trends to identify growth opportunities, performance gaps, and emerging market conditions.
• Establish annual, quarterly, and monthly sales goals based on data driven forecasting.
• Provide regular reporting and strategic recommendations to senior leadership.

• Monitor loan pipeline and portfolio performance to ensure alignment with strategic, financial, and risk management objectives.
• Evaluate credit and interest rate risk impacts and recommend adjustments to optimize portfolio mix.
• Ensure compliance with mortgage lending regulations, internal policies, and interagency guidelines.
• Support staff training on compliance, product knowledge, and industry best practices.
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information