Real Estate Sales Manager bei Credit Union West

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience.  In addition to high paying wages, Credit Union West also offers the following:  

• Full-time employees receive 100% paid health, dental & vision insurance
• Earn incentives up to 20%
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Tuition reimbursement
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award-winning team!

POSITION SUMMARY 

Enhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate lending decisions while identifying additional member benefit needs. Coaches sales and support staff in the professional approach to selling and loan funding. Responsible for the real estate loan origination processes. Responsible for implementing and maintaining sound lending practices, tracking real estate loan production and trends, and meeting the lending objectives of the credit union. Monitors advancements in lending processes, initiates and develops methods for streamlining real estate application development and processing. Manages mortgage loan originator(s) and actively engages referral sources, both external and internal to grow lending volume. Provides daily coaching and holds regular development meetings with appropriate staff. Sales Manager must play an integral part in increasing the Loan Originator’s volume. Must successfully use creative marketing and sales practices to create new business. Assist Loan Originators in building relationships with referral partners and jointly making calls and attending Realtor functions with the Loan Originator. Sales Manager must remain current on product knowledge and underwriting guidelines. Use existing systems and technology according to Mortgage Loan Originator Agreement and company values.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES 

• Leading Talent – Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operational needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. 

• Quality Control – Assure that all policy and regulatory requirements are being followed throughout the loan process. Assure that all loans sold in the secondary market meet rate and approval requirements. Ensure that records, files, reports and documents are accurate. Assure that a random selection of mortgage files is reviewed by a third-party auditing firm and adverse findings are reported to Management and corrective actions taken when necessary. Maintain safe and sound lending practices that result in acceptable loan volumes and loan growth. 

• Leadership - Actively promotes and participates in the strategic action plan. Ensure the Credit Union’s mission and core values are effectively demonstrated and communicated to staff. Drive a culture of continued improvement and lead operations related innovation projects. Promote the credit union in a positive way, with an emphasis on building and maintaining critical partner relationships. 

• Change Management - Maintain awareness of changes in the real estate lending industry, including government regulations, secondary market guidelines, technological advances, consumer needs and preferences, and related. Lead research, development and implementation of real estate related projects that enhance the member’s loan experience and/or improve real estate processing efficiencies. • Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS 

EDUCATION: Bachelor’s degree obtained through a formal 4-year program at an accredited educational facility preferred or equivalent experience. 

EXPERIENCE: 5-8 years of leadership experience in a financial institution or similar industry; or equivalent combination of education and experience.

SKILLS & COMPETENCIES 

• Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. • Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. • Proven, high-level experience of decision-making within the discipline and authority of the role. • Use of advanced logic to make highly complex judgments with a material impact at the organizational level. • Work as a team member and possess positive influencing skills to bring others to new thinking and mindset. • Present a professional, courteous image when interacting with members, co-workers, the Board of Directors, management, business partners, and the community to build strong collaborative business relationships. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization’s Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act