Senior Mortgage Leadership

Company Confidential - Greensboro, NC

Mortgage Leadership role, focusing on enhancing and developing a comprehensive Mortgage Platform for this Regional Credit Union.

Ideal Professional will have the following expertise OR experience:


Developed Mortgage Platform for a Regional Credit Union with responsibility to train sales and operations.

  • Mentor and train sales staff on mortgage products, cold calling technique and customer satisfaction
  • Change operation from that of a Mortgage Broker to a Correspondent Lender and enhancing use of Freddie Mac and contracts with money center banks to start correspondent lending program
  • Create lock desk, purchasing a product and pricing engine, purchasing a cloud based LOS that allows paperless loan files, fully integrating upfront electronic disclosures using e-signatures, and integrating compliance ease and fraud guard into LOS
  • Recruit Operations staff
  • Complete integration of a bridge to board loans for servicing
  • Develop portfolio products within guidelines for expected profit margins
  • Develop a standalone budget and P&L for the mortgage group, coordinating with Servicing Department
  • Collaborating with retail banking to create a referral network from branches to mortgage
  • Develop a complete plan to start a Mortgage CUSO from presentations to budgeting and legal

Experience :

7+ years of Mortgage experience in a Credit Union or Bank setting

Knowledge of all related regulatory issues

Strong focus on developing successful profit center




Posted On: Thursday, July 5, 2018

Position Contact
David Singer
Strategic Partner/Consultant / Recruiter
(919) 247-1166

David Singer
Strategic Partner/Consultant
Office: 919-847-8174

cell/text: 919-247-1166

[email protected]

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