
501 - 1000 employees
Founded 1927
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Heritage Bank NW is a community-focused financial institution that offers a variety of banking services for personal, business, and wealth management needs. With a commitment to customer service, they provide checking and savings accounts, loans, credit cards, and online banking features, all backed by FDIC insurance and the full faith of the U. S. Government. Heritage Bank is dedicated to the community, engaging in outreach and development initiatives while ensuring the security and privacy of their customers' financial information.
🔥 4 minutes ago
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501 - 1000 employees
Founded 1927
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Heritage Bank NW is a community-focused financial institution that offers a variety of banking services for personal, business, and wealth management needs. With a commitment to customer service, they provide checking and savings accounts, loans, credit cards, and online banking features, all backed by FDIC insurance and the full faith of the U. S. Government. Heritage Bank is dedicated to the community, engaging in outreach and development initiatives while ensuring the security and privacy of their customers' financial information.
• Personally originate mortgage loan applications including conventional, government, construction, and home equity products • Maintain an active pipeline and personal production goals • Conduct financial analysis and guide customers through the mortgage process • Build and maintain relationships with Realtors, builders, financial advisors, and other referral sources • Work assigned online and digital lead opportunities • Recruit, onboard, coach, and develop Virtual Branch Mortgage Loan Originators • Establish production goals, activity expectations, and performance standards • Conduct regular one-on-one coaching sessions focused on sales performance, pipeline management, lead conversion, and professional development • Review team production metrics and implement strategies to improve effectiveness and profitability • Foster a positive, accountable, and results-oriented sales culture • Monitor branch production, lead conversion, pull-through rates, and overall team performance • Ensure effective distribution and management of digital leads • Collaborate with Marketing, Operations, Secondary Market, and Credit teams to optimize production results • Drive execution of sales campaigns and strategic initiatives • Ensure team members consistently deliver exceptional customer service • Promote cross-selling and referrals to other areas of Heritage Bank • Resolve customer concerns and support team members in complex situations.
• Meet all NMLS licensing requirements for Mortgage Loan Originators • Minimum 5 years of mortgage lending experience with a demonstrated history of successful production • Previous mortgage sales leadership, coaching, or team development experience preferred • Proven ability to recruit, develop, and retain high-performing sales professionals • Strong understanding of mortgage sales metrics, lead conversion strategies, and pipeline management • Excellent communication, leadership, and interpersonal skills • Proficiency with mortgage technology platforms, CRM systems, and Microsoft Office products • Bachelor's degree or equivalent combination of education and experience preferred.
• Paid time off • Paid holidays • Paid volunteer days • Medical insurance • Dental insurance • Vision insurance • 401(k) retirement plan • Employee Stock Ownership Plan (ESOP)
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