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BCU Mgr, Inbound Mortgage Sales

Req # JR - 032825 Location Vernon Hills, Illinois Job Category Baxter Credit Union Date posted 01/15/2021

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision.

At BCU, you'll have a career in a growing organization and an environment that supports your professional and personal growth. For these reasons, BCU has been chosen as a Chicago Tribune Top 100 Workplace and a certified Great Place to Work.

Visit the link below to learn more about #LifeAtBCU:


The Supervisor, In-Bound Mortgage Sales is responsible for the overall mortgage production of the group as well as world-class service. The Supervisor will coordinate all sales and service activities relating to home loan products.

Essential Duties and Responsibilities:

Manages the inbound mortgage sales origination process, including completion of applications, member follow-up, execution of the HA program, pipeline management and maintaining high service levels.

Oversees first mortgage origination functions within BCU including development of appropriate strategies to ensure the achievement of annual growth and member penetration goals.  This includes:

Establishing monthly and annual sales goals for lending programs and cross sales.

Achieving established goals working with origination channels

Performs monthly call reviews to help develop and coach the reps and improve call quality. Works closely with the loan officers coaching and developing them to provide a high level of service and quality applications. Focuses on driving sales results by

Maintaining a competitive incentive program for the LO’s

Developing and launching internal sales contests

Prepares appropriate analysis and reporting of key origination results Responsible for ensuring compliance with all relevant laws and regulations related to originating mortgage loans. (RESPA, TILA, Safe Act etc.)

Provides detailed new hire training on BCU culture, systems, products, services and all compliance pieces relating to originating a mortgage.

Successfully complete all required registrations or certifications as needed. Promotes team work and drives LO’s to support each other and the Operations dept and its staff. Focus’ on developing and growing leaders by creating a career path and guidance


  • Minimum of 5 years’ experience in mortgage sales or sales management
  • 3 years of management experience preferred
  • High level of product and loan structure knowledge within the mortgage industry and understanding.
  • Effective leadership and coaching skills.
  • Demonstrates analytical and creative problem-solving skills
  • Excellent written and verbal communication skills with the ability to effectively interact with and present to stakeholders including senior leadership.
  • Successful track record of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines

BCU Shared Values. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our Members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

Life at BCU. With a culture built off relationships and referrals, we’re committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique culture that supports a healthy work/life balance. For this reason and more, BCU has been chosen as a Chicago Tribune Top 100 Workplace. #LifeAtBCU

Equal Employment Opportunity
Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.

EEO is the Law
EEO is the law - Poster Supplement

Pay Transparency Policy

Reasonable Accommodations
Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please send an e-mail to [email protected] and let us know the nature of your request along with your contact information.

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