Overview

Job Details: Job Location: Corporate Office Location - Redwood City, CA, Salary Range: Undisclosed, Are you an real estate leader ready to lead a high-performing team? Do you enjoy building strong relationships with Realtors, community organizations and members? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Real Estate Sales Manager Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $133,000 - $156,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Bilingual pay incentives (English/Spanish or English/Tagalog) Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! This position is based on-site at our Corporate Office in Redwood City, CA. Following the successful completion of meeting performance expectations, you may request a hybrid work arrangement of up to two remote days per week, subject to approval from your supervisor. POSITION SUMMARY This position is responsible for overseeing the Real Estate Sales team and directing and managing all sales, member experience and service of real estate mortgage loan production from origination to funding. Accountable for achieving all sales objectives for mortgage loan products, suggesting sales production goals, and meeting them on an annual basis. Managing and developing a team of high producing internal/external Loan Officers activities during the application, approval and funding process. Prospecting and business development efforts with Realtors, SEG's and Community Partners. Underwriting files to FNMA guidelines and portfolio standards. PRIMARY RESPONSIBILITIES Directs the management of the mortgage loan portfolio and assures that policies and procedures are implemented and maintained to optimize the potential for the achievement of goals and objectives in volume, revenues, loan quality and charge-offs. Ensures that all mortgage loans are underwritten to FNMA guidelines and portfolio lending standards. Manages the Real Estate Sales team. Assigns, directs, coordinates and reviews work of Real Estate Sales Team. Recommends departmental goals, personnel performance expectations, and appropriate staffing levels. Creates a culture of success within the department. Reviews and prepares employee performance evaluations on a timely basis. Recommends salary adjustments, promotions, disciplinary actions, discharges, and other personnel related needs, actions, or activities. Develops and implements strategies and tactics to attain mortgage loan growth and profitability goals that will enhance and compliment the goals and objectives of the Strategic Plan. Develop marketing strategies and campaigns for the various mortgage loan products and services. Serves as system administrator for Surefire CRM, which includes serving as primary vendor contact, maintaining system access, error resolution, etc. Provides training and refresher training for Empower LOS and Surefire CRM to staff as assigned Assist with UAT testing for new products and updates for LOP and Empower. Personally