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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage sales and client relationship management, with a strong focus on developing and expanding partnerships with credit unions and community banks. Proficient in market analysis, communication, and presentation skills to effectively promote financial products and services.
Highest-signal resume keywords
Mortgage Sales ExperienceClient Relationship ManagementMarket AnalysisPresentation SkillsKnowledge of Industry Trends
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage GenerationSales ReportingData AnalysisLead DevelopmentCompliance Knowledge
Soft Skills
Communication SkillsRelationship BuildingProblem SolvingTeam Collaboration
Industry Keywords
Credit UnionsFHAVA LoansConventional MortgagesServion Financial Products
About the role
Key responsibilities & impact- Market and sell Servion financial products and services to Credit Unions and other clients
- Prospect and develop new accounts
- Develop new and expand existing credit union and community bank relationships and territories
- Generate VA, FHA, Conventional and additional mortgages through prospecting
- Build relationships with key decision makers and serve as liaison and point of contact for partners
- Resolve inquiries, information requests, and complaints related to loan products and services
- Present Servion products and services to customers
- Respond to client needs and follow through on requests
- Initiate or assist with external marketing efforts and directed marketing campaigns
- Identify revenue opportunities and develop relationships with credit unions
- Gather data to determine trends and develop new sales ideas
- Communicate market conditions and strategies to the National Sales Manager
- Monitor and evaluate competitors' activities and products
- Maintain monthly expense reports, sales contacts, pipeline, and sales activity reports
- Follow up with credit union and community bank partners throughout the sales cycle
- Perform related duties as required
Requirements
What you’ll need- Minimum High School Diploma or Four-year College Degree in business or a related field preferred
- An equivalent combination of education and experience may be a substitute
- Minimum of two years of mortgage-related experience required
- Two years of mortgage sales experience strongly preferred
- Thorough knowledge of all Servion Business Units with a focus on Mortgage, Realty and Title
- Up-to-date knowledge of industry trends and government regulations
- Excellent reporting, letter preparation, group presentation and related communications skills
- Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors
- Ability to research credit union needs and communicate results
- Ability to conduct seminars, presentations, and meetings
- Current knowledge of accounting, compliance, policies, procedures, guidelines, and current standards
- Ability to develop quality mortgage leads and establish client relationships
- No licenses or certifications required
Benefits
Comp & perks- Medical Insurance
- Telehealth Services
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-term Disability
- Long-term Disability
- Legal and Identity Theft Protection
- Critical Illness Insurance
- Hospital Insurance
- Accident Insurance
- Participation in 401k Plan with up to 5% company match
- Variable Bonus Pay
- Commission
- $4,153.84 biweekly forgivable draw