Job Information
Willamette Valley Bank Branch Leader in Bend, Oregon
Position Summary: The Business Leader oversees the sales activities of branch(es) within their designated area.
Key Responsibilities and Accountabilities:
Recruit and hire top talent in the Mortgage Industry to ensure all offices are fully staffed at all times.
Demonstrate consistent recruiting efforts by tracking and engaging in all stages of the recruiting process, including, but not limited to: employee branding; sourcing; application review; interviews; candidate selection; and informing WVBK Leadership through the hiring process.
Conduct weekly sales meetings to communicate current commitments and status of the previous week's commitments.
Must be committed to visiting branch sites and prospective branch sites within the division.
Build rapport through consistent interaction with Loan Officers by engaging in the required sales and origination activities.
Discuss daily sales activities with Loan Officers and deliver proportionate support to the office. Provide leadership guidance and deliver a consistent message from management while modeling WVBK culture.
Initiate business development calls with Loan Officers, including, but not limited to, calls to banks, credit unions, and real estate offices.
Responsible for launching P3 presentations and events, including Open Houses.
Support and promote the Loan Officer Development program by engaging and encouraging Loan Officers' involvement.
Report sales activities with status on past, current, and planned activities on a weekly basis.
Prepare weekly projections for senior management and present the negative and positive deviations from the projected targets.
Develop and submit personal and team annual business plan and written quarterly updates to senior management within the specified time requirements.
Assist Business Leaders and Loan Officers in developing and managing individual annual business plans with written quarterly updates.
Maintain an active origination pipeline, while funding a minimum of two units per month.
Maintain knowledge of loan products, policies, procedures and underwriting requirements.
Maintain NMLS registration and eligibility.
Comply with and follow all applicable policies and procedures as well as governing laws and regulations. This includes but is not limited to: Performing all assigned duties under the WVBK compliance programs and related laws and regulations. Successfully completing all mandatory compliance training and any other laws and regulations as assigned in a timely manner.
Ensures Loan Officers complete their mandatory compliance training and prepares responses for Risk Management if training is not completed timely.
All other duties as assigned.
Knowledge, Skills and Abilities:
Knowledge of principles and methods for showing, promoting, and selling products or services including marketing strategy, sales techniques, and lead generation skills.
Must be competent and knowledgeable in mortgage industry policies and procedures.
Strong organizational and time management skills.
Knowledge of recruiting, interviewing, and hiring of team members.
Ability to successful lead a team and coach others to successful outcomes.
Ability to pay close attention to detail.
Ability to build and maintain positive and effective relationships with others.
Aptitude for self-development and learning.
Ability to analyze and comprehend financial data and to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Intermediate computer skills including: word processing, spreadsheet programs, mortgage systems software, internet and database management programs.
Ability to gather data from multiple sources, test assumptions, evaluate alternatives and make recommendations.
Ability to adapt well to change with the willingness to maintain a flexible schedule.
Ability to work within a structure, take direction and be a strong team player.
Ability to read, analyze, and interpret general business information and government regulations.
Ability to communicate clearly and effectively verbally and in writing.
Education and Experience:
10+ Years of successful experience managing a team in finance, banking or mortgage lending
Bachelors Degree in business or related field or equivalent combination of education and experience.
Mental and Physical Effort: Decision making normally involves the ability to apply rules, regulations, policies and procedures to the work. Guidance and direction may be available. lifting equipment or files of 1-10 pounds on a regular basis, lifting equipment or boxes of 10-25 pounds on an occasion. Sits or stands for long periods of time working at a computer and typing. Uses hands to handle controls or feel objects, tools or controls. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Working Conditions: Works in a customer facing position in an office environment with minimal workplace hazards and low to moderate levels of noise. May deal with customers or visitors to the workplace who may be upset or pose challenges. Works during the day and during the week, some positions may require working on weekends. Regular travel to other work sites, conferences, training or meetings required.
Qualifications