Mortgage Partnership Manager

Responsible for

• Meet or exceed assigned sales goals through Outside Sales and Other Activities.
• Contribute to the profitability and growth of Home Lending products by building, developing, and managing new and existing relationships with COI, clients and prospects.
• Consult with clients and prospects to understand home lending and business goals.
• Identify and promote U.S. Bancorp products and services to best meet those needs.

Essential Functions

• Outside Sales Activity (More than 80% of time spent on these functions):
  • Builds, develops, and maintains profitable lending and deposit relationships with new and existing COIs and clients.
  • Consults with clients and prospects at their places of business in order to understand their current business practices and identify their institutional home lending needs and financial goals.
  • Develops and promotes U.S. Bancorp products and services to best meet the business and personal needs of the customers and the Bank.
  • Contributes to the growth of a profitable loan portfolio through establishing relationships and generating leads.
  • Actively refines and deepens COI/client relationships by meeting their needs through additional products and services.
  • Actively refers clients to other U.S. Bancorp areas for additional needs.
  • Represents the bank at various civic and community functions to further enhance U.S. Bank’s image and develop additional business opportunities and centers of influence.
  • Pairs with Consumer Direct MLO to develop, communicate and implement the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals.
  • Conducts joint outside sales calls with bank partners at prospects’ or customers’ places of business.
• Other Activity (Less than 20% of time spent on these functions):
  • Develops and manages custom sales and marketing plans; sales activities; and tailors approach and products promoted to best fit each client’s unique situation.
  • Refers clients to branch members and/or other U.S. Bank support members for ongoing account maintenance of the overall customer relationship.
  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
  • Actively participates in any required corporate and business line training in these areas.
  • Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
  • Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Basic Qualifications

• Bachelor’s degree, or equivalent combination of education and experience.
• Experience in mortgage lending, relationship banking, or related sales role.
• Demonstrated success in outside sales, business development, and relationship management.
• Experience developing and managing relationships with clients and Centers of Influence (COIs).
• Strong consultative selling skills with the ability to assess client needs and recommend appropriate financial solutions; Proven track record of meeting or exceeding sales goals and building a profitable pipeline.
• Comprehensive knowledge of mortgage products, home lending processes, and market trends.

Preferred Qualifications

• Mortgage loan origination, outside sales, or related banking/sales experience with demonstrated production results.
• Active participation in community or industry organizations to develop brand presence and drive new business opportunities.
• Excellent communication, presentation, and interpersonal skills with the ability to influence and build trust.
• Strong organizational and time management skills with the ability to prioritize multiple sales activities and deadlines.
• Experience developing and executing customized sales and marketing plans based on client needs.
• Proven ability to generate self-sourced business and maintain a consistent pipeline through prospecting and referrals.
• Experience partnering cross-functionally to exchange referrals and deepen client relationships across business lines.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay Range

$98,175.00 - $115,500.00