Lending Relationship Manager

Are you looking to take your career from good to great? As an employee of Pen Fed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.”

Joining Pen Fed is more than being an employee; it’s about being a part of the Pen Fed family.

Pen Fed is hiring a (Hybrid) Home Lending Relationship Manager to work with our Kansas metro locations. This role will require residing in this assigned Kansas territory.

The primary purpose of this job is to serve as a Business Development Officer to establish new mortgage business as well as developing and strenghtening business with real estate agents by acting as a conduit between the agent and the loan officer. This position will work closely with Pen Fed Realty leadership and Pen Fed Realty real estate agents to drive mortgage business to Pen Fed Digital MLOs.

In addition, the business development officer will provide excellent service to key business partners, develop and execute strategic growth goals and represent Pen Fed Credit Union in the greater community.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• In conjunction with management, develop and execute methods to achieve strategic goals and improve Pen Fed Realty Capture Rate.
• Assess market capacity in assigned geographic area(s); develop strategic sales plans to capture market share.
• Identify, research and solicit new clients; meet with senior-level decision makers to sell the benefits of Pen Fed Credit Union.
• Increase the digital MLO loan volume by bringing in new business and maintaining productive relationships with Pen Fed Realty Agents.
• Meet or exceed sales objectives on a short term and long term basis.
• Work closely with Pen Fed Realty Leadership, Pen Fed Realty Agents and attend sales meetings and events to build goodwill and acquire referral business.
• Work closely with Digital MLOs to help manage the pipeline and communicate loan status updates to real estate agents as needed.
• Work closely with marketing team to develop materials and communications to keep the Pen Fed Realty agents informed and aware of mortgage market updates, products, pricing updates, and community events.
• Proactively identify and connect new business leads through market research, networking, and outreach activities to the digital MLO. Increase the digital MLO loan volume by bringing in new business and maintaining productive relationships with Pen Fed Realty Agents.
• Manage the mortgage sales pipeline for assigned area from initial contact to closing deals, including prospecting, tracking and monitoring leads, and communication of loan status and updates to real estate agents as needed.
• Establish and maintain strong relationships with Pen Fed Realty leadership and agents, understanding their needs and addressing concerns to foster loyalty and repeat business. Attend sales meetings and events to build goodwill and acquire referral business.
• Deliver compelling presentations highlighting the value proposition of company products or services to Pen Fed Mortgage DmLO and Pen Fed Realty leadership and agents. Work closely with marketing team to develop materials and communications to keep the Pen Fed Realty agents informed and aware of mortgage market updates, products, pricing updates, and community events.
• Consistently meet or exceed assigned sales quotas and revenue targets. In conjunction with management, develop and execute methods to achieve strategic goals and increase Pen Fed Realty referrals and capture rate.
• Manage assigned Penfed Realty offices by providing ongoing support, addressing issues, and identifying opportunities for upselling and cross-selling.
• Stay informed about industry trends, competitor activity, and market dynamics to…