Provide direct involvement in the development of Consumer Direct marketing and lead generation programs, including advertising through various traditional media, collateral pieces via direct-mail, and online presence with support of the Marketing Department.
January 04, 2023
Understand the day-to-day operations of the loan origination function in regard to expense management including the significant decision to hire new loan officers in accordance with corporate objectives.
January 21, 2023
Monitors performance, provides ongoing performance feedback and coaching to direct reports and others as needed, and conducts performance & development conversations as well as effective performance evaluations.
March 05, 2023
Develops and ensures that proper policies, procedures and guidelines are in place, functioning and meet acceptable standards to support loan origination, processing, underwriting, closing, funding, and secondary market sales.
March 17, 2023
Assist the Vice President of Lending Experience in developing short and long-term goals and plans for the Real Estate Department ensuring the plans are aligned with the vision and strategic priorities of the credit union.
April 09, 2023
Demonstrate a commitment to diversity and model behaviors which value each individual for their unique contribution and create an environment that allows each employee to reach their potential.
April 10, 2023
Prepares loan production activity reports, expense accounting, may also prepare monthly management reports such as account analysis statistics, progress reports, incentive program reports, operating statistics, and budget variance explanations.
April 20, 2023
Participates in various sales and operational meetings throughout the given banking regions and markets and shares updates, market information, partnership success, best practices and any other key information related to the mortgage channel.
May 16, 2023