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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 credit union and community bank partnerships. Proficient in market analysis, reporting, and compliance within the financial services industry.
Highest-signal resume keywords
Mortgage Sales ExperienceClient Relationship ManagementMarket AnalysisCommunication SkillsIndustry Knowledge
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 AnalysisLoan Product KnowledgeProspectingLead DevelopmentPresentation SkillsResearch SkillsCompliance KnowledgeFinancial Product Knowledge
Soft Skills
Relationship BuildingProblem SolvingEffective CommunicationTeam CollaborationCustomer Service
Industry Keywords
Credit UnionsFHAVA LoansConventional MortgagesServion Financial ProductsMarket TrendsGovernment RegulationsSales CycleMarketing CampaignsBusiness Units
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
- 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 by contacting 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 accurate monthly expense, sales contact, pipeline, and sales activity reports
- Follow up with credit unions and community banks 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 perform research to determine credit union needs and communicate results
- Ability to conduct seminars, presentations, and meetings to demonstrate product and service value
- Current knowledge of accounting, compliance, policies, procedures, guidelines, and standards
- Ability to develop quality mortgage leads and establish client relationships
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