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Loan Specialist - Ventura, CA - Posted 08/13/09

Mortgage Loan Specialist - 0900030443

Description

Drive mortgage sales in the Banking Center
Drive majority of sales production on new mortgage business by selling all 1st mortgage products in assigned Banking Center(s) through existing and prospective

mortgage referrals

Manage referrals end-to-end from assigned Banking Center to ensure effective fulfillment and timely closing
Partner with Banking Center Manager to drive overall store mortgage results. May include planning daily/weekly activities for meeting and exceeding sales goals, including referral targets for banking center teammates
Track and measure personal and store mortgage sales results against forecast and plan
Monitor and post daily/weekly/monthly sales reports and pipeline

Coach Banking Center associates to identify and uncover mortgage needs and successfully transfer opportunities
Provide shoulder-to-shoulder coaching to help Banking Center associates identify mortgage opportunities and generate referrals.

*This compensation structure for this role is commission only.

Qualifications

Required Skills : “Must” have these skills to be minimally qualified:

* Must have a minimum of 12- 18 months mortgage selling experience
* Experience of self source business
* Demonstrated ability to coach others
* Ability to work as part of a team, lead and influence teammates on mortgage business priorities
* Professional and effective interpersonal skills
* Strong computer skills including a fundamental understanding of standard office applications
* Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
* Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
* Ability to analyze and comprehend complex financial data and provide financial alternatives
* Demonstrated ability to navigate successfully in an highly complex and matrix environment
* Bilingual skills, as required

Desired Skills:

* Banking center experience as a manager or senior seller
* Proven sales track record
* Other financial services sales experience
* Experience with self-sourcing

Additional Information

Job Family : S-Sales
Locations : CA-Ventura
CA-Malibu
CA-Torrance
CA-Sun Valley
CA-Santa Barbara
CA-Goleta
CA-Westlake Village
CA-Granada Hills
CA-Thousand Oaks
Organization : 1056913-MORTGAGE SALES AND FULFILLMENT
Travel : Yes, 10 % of the Time

Posting Details

Posting DateĀ  : Aug-12-2009, 04:30 PM, (UTC -4:00)
Unposting Date : Aug-27-2009, 12:59 AM, (UTC -4:00)

Full/Part-time : Fulltime-Regular
Hours Per Week : 40.00
Shift : 1st Shift

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