Mortgage Partnership Manager

🕒 Julho 28

🗣️🇺🇸🇬🇧 Inglês obrigatório

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U.S. Bank

10.000+ funcionários

🏦 Bancário

💸 Finanças

🛡️ Seguros

💰 $55.000.000 Post IPO debt em 2023-10

Banking • Finance • Insurance

O U. S. Bank é uma grande e diversificada empresa de serviços bancários e financeiros comerciais. Opera com banco de varejo e agências, banco corporativo e comercial, concessão de empréstimos e avaliação de crédito, gestão de patrimônio, gestão de investimentos e ativos, e oferece seguros e outros produtos financeiros. A empresa atende consumidores e clientes empresariais por meio de agências físicas, canais digitais e de contact center, e mantém uma presença multinacional (localizações nos Estados Unidos, Canadá, Europa e Índia). É uma instituição Membro do FDIC e enfatiza serviços focados no cliente, inclusão e desenvolvimento de carreira.

Descrição

• Responsible for meeting or exceeding assigned sales goals through Outside Sales and Other Activities • Contributes to the profitability and growth of Home Lending products by building, developing, and managing new and existing relationships with COI, clients and prospects • Consults with clients and prospects to understand home lending and business goals. • Identifies and promotes U.S. Bancorp products and services to best meet those needs. • Builds, develops, and maintains profitable lending and deposit relationships with new and existing COIs and clients • Consults with clients and prospects at their places of business in order to understand their current business practices and identify their institutional home lending needs and financial goals • Develops and promotes U.S. Bancorp products and services to best meet the business and personal needs of the customers and the Bank • Contributes to the growth of a profitable loan portfolio through establishing relationships and generating leads • Proactively deepens COI/client relationships by meeting their needs through additional products and services • Actively refers clients to other U.S. Bancorp areas for additional needs • Represents the bank at various civic and community functions to further enhance U.S. Bank’s image and develop additional business opportunities and centers of influence • Partners with Consumer Direct MLO to develop, communicate and implement the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals • Conducts joint outside sales calls with bank partners at prospects’ or customers’ places of business • Develops and manages custom sales and marketing plans; sales activities; and tailors approach and products promoted to best fit each client’s unique situation • Refers clients to branch members and /or other U.S. Bank support members for ongoing account maintenance of the overall customer relationship

🎯 Requisitos

• Bachelor’s degree, or equivalent combination of education and experience • Experience in mortgage lending, relationship banking, or related sales role • Demonstrated success in outside sales, business development, and relationship management • Experience developing and managing relationships with clients and Centers of Influence (COIs) • Strong consultative selling skills with the ability to assess client needs and recommend appropriate financial solutions; Proven track record of meeting or exceeding sales goals and building a profitable pipeline • Comprehensive knowledge of mortgage products, home lending processes, and market trends

🏖️ Benefícios

• Healthcare (medical, dental, vision) • Basic term and optional term life insurance • Short-term and long-term disability • Pregnancy disability and parental leave • 401(k) and employer-funded retirement plan • Paid vacation (from two to five weeks depending on salary grade and tenure) • Up to 11 paid holiday opportunities • Adoption assistance • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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