Responsible for managing the sales and application process. This position is accountable for providing leadership and coaching to Mortgage and Branch origination staff in a local market. This position is responsible for meeting monthly and annual sales goals.
Duties and Responsibilities:
- Daily supervision of Mortgage Loan Officers
- Training and Development of Loan Officers and branch staff
- Supervision of the application channel process
- Participate in and be an ambassador for ICCU and Mortgage Loan Officers at local Real Estate Associations and other community associations
- Ensure that the local ICCU mortgage team is involved in relevant sponsorships and events to maximize exposure and marketing efforts
- Assist Mortgage Loan Officers in creating and maintaining a productive Real Estate Agent network and referral base
- Provide support to Mortgage Loan Underwriters and Processors
- Manage service experience to external members, Net Promoter Score
- Improving team’s service level to internal members
- Resolve member complaints and escalations
- Other duties as assigned
Qualifications:
Bachelor’s degree in relevant field preferred. 3 years’ experience required. Excellent math skills and computer knowledge. Excellent communication and interpersonal skills. Ten key, data entry, and typing experience. Ability to always maintain the confidentiality of Credit Union and member records.
Performance Standard:
A demonstrated cooperative and positive attitude toward members and other Credit Union staff. Dedicated to serving our internal team members and holding team accountable for the Credit Union’s service standard. Be able to diagnose and solve complex problems. Professional appearance, and dependable with attendance, quality, and quantity of work performed. Must comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Physical Requirements:
- Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
- Sit for extended periods of time.
- Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
- Repetitive motion using wrists, hands, and fingers.
- Reach keyboards.
- Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
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Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Three years of experience
- Bachelor's degree in a relevant field
- Excellent math skills
- Computer knowledge
- Excellent communication and interpersonal skills
- Ten-key, data-entry, and typing experience
- Ability to maintain confidentiality of credit union and member records
- Ability to comply with the Bank Secrecy Act and USA PATRIOT Act
- Must be eligible for membership at ICCU
What We Do
ICCU is a state-chartered credit union serving members across Idaho, Washington, Arizona, and beyond. It provides personal and business banking, mortgage services, wealth management, and insurance, alongside a broad selection of financial products. The organization says it aims to help members achieve financial success now and for generations to come, combining banking services with a focus on building a stronger financial future.







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