Mortgage Partnership Manager

🔥 29 minutes ago

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Logo of U.S. Bank

U.S. Bank

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

💰 $55M Post IPO debt on 2023-10

Banking • Finance • Insurance

U. S. Bank is a large, diversified commercial bank and financial services company. It operates retail and branch banking, corporate and commercial banking, lending and credit underwriting, wealth management, investment and asset management, and offers insurance and other financial products. The company serves consumer and business customers through physical branches, digital and contact-center channels, and maintains a multinational presence (locations in the United States, Canada, Europe and India). It is a Member FDIC institution and emphasizes customer-focused services, inclusion, and career development.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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