Director of Real Estate Sales Lending Production

Sales Leadership & Team Development

Lead, coach, and develop mortgage loan officers and inside sales representatives to achieve individual and team production goals.

Establish a performance driven culture with clear expectations, accountability, and continuous coaching.

Implement structured sales processes, call strategies, and lead management workflows.

Support career development through training, mentoring, and skill building opportunities.

Build and maintain strong relationships with realtors, builders, financial advisors, and community partners to drive referral based business.

Represent the Credit Union at industry events and community functions to enhance brand visibility and generate new opportunities.

Develop and manage strategic partnerships within the Credit Union’s footprint to expand market reach and product awareness.

Go to Market Strategy & Product Development

Design and execute comprehensive go-to-market strategies for mortgage products, including segmentation, positioning, and competitive differentiation.

Collaborate with leadership to develop new mortgage products, pricing strategies, and member focused lending solutions.

Partner with Marketing to create targeted acquisition and retention campaigns for both prospective and existing members.

Ensure alignment between sales, marketing, underwriting, and operations to deliver a seamless member experience.

Inside Sales & Member Targeting

Lead the inside sales function responsible for member outreach, lead conversion, pipeline follow up, and cross sell opportunities.

Develop targeted member campaigns using internal data such as credit activity, deposit trends, life event triggers, and pre-qualification insights.

Ensure coordinated communication and handoffs between inside and outside sales teams.

Sales Dashboards, Analytics & Goal Setting

Develop and maintain real time sales dashboards to track production, conversion rates, pipeline health, referral source performance, and team KPIs.

Analyze trends to identify growth opportunities, performance gaps, and emerging market conditions.

Establish annual, quarterly, and monthly sales goals based on data driven forecasting.

Provide regular reporting and strategic recommendations to senior leadership.

Portfolio, Pipeline & Compliance Oversight

Monitor loan pipeline and portfolio performance to ensure alignment with strategic, financial, and risk management objectives.

Evaluate credit and interest rate risk impacts and recommend adjustments to optimize portfolio mix.

Ensure compliance with mortgage lending regulations, internal policies, and interagency guidelines.

Support staff training on compliance, product knowledge, and industry best practices.

Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.