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About the job

VP LOAN SALES

SUMMARY:

The Vice President, Loan Sales provides strategic leadership for the credit union’s consumer and residential mortgage sales functions across branch, indirect, and digital channels. The role is accountable for responsible loan and ancillary product growth, member experience, sales talent, pipeline performance, and achievement of production, profitability, service, compliance, and credit-quality objectives.

This is not a remote position.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Leadership, Management, & Accountability

Strategic direction and overall accountability for multi-channel loan sales growth, profitability, member value, and portfolio objectives.

Leadership, coaching, performance management, succession planning, and development of loan sales leaders, coordinators, and originators.

Workforce planning, staffing, departmental budgeting, forecasting, and resource allocation to support production and service objectives.

Governance of sales practices, operating standards, and incentive programs in alignment with regulatory requirements, fair lending principles, and board-approved risk appetite.

Cross-functional leadership with loan operations, underwriting, retail, marketing, collections, business intelligence, and member service teams.

Loan Member Service Experience

Ownership of the end-to-end loan member experience across branch, indirect, and digital channels.

Standards for member communication, service quality, feedback, escalation, and continuous improvement.

Coordination between sales and operations to deliver a timely, transparent, and consistent borrowing experience.

Loan and Ancillary Product Sales

Strategy and accountability for responsible consumer and residential mortgage production, portfolio growth, profitability, and ancillary product penetration.

Oversight of product, pricing, promotion, channel, and competitive-positioning strategies in partnership with key stakeholders.

Collaboration with retail and marketing to develop campaigns and delivery strategies that increase member engagement and loan production.

Business Development and Strategic Growth

Analysis of market conditions, member needs, competitor activity, and channel performance to identify responsible growth opportunities.

Development of strategic partnerships and market-expansion initiatives that strengthen production, member value, and competitive position.

Incentive Design and Performance Reporting

Design and governance of compliant incentive programs that balance production, service, quality, member outcomes, and risk.

Executive reporting, forecasting, dashboards, and performance analytics that identify trends, risks, opportunities, and required corrective action.

Pipeline Management

Governance of lead distribution, application quality, follow-up, aging, conversion, pull through, and service standards.

Oversight of pipeline capacity, bottlenecks, exceptions, and sales-to-operations handoffs, with accountability for timely issue resolution.

Partnership with operations and underwriting to improve workflow efficiency, turnaround times, forecasting accuracy, and member outcomes.

Qualifications and Experience

Bachelor’s degree in business, finance, marketing, or a related field; equivalent relevant experience may be considered.

A minimum of 5 years progressive experience in consumer, mortgage, or financial-services sales, including leadership of managers and multi-channel teams.

Demonstrated success developing sales strategies, production goals, incentive plans, budgets, forecasts, dashboards, and accountability routines.

Strong knowledge of lending products, origination workflows, member service, fair lending, and related regulatory expectations.

Ability to analyze performance, communicate recommendations, influence cross-functional outcomes, and lead organizational change.

Equal Opportunity Employer Veterans/Disabled

Charter Oak offers paid time off, paid sick time, a variety of health, medical, and supplemental insurance plans, and a 401(k)-retirement plan with an employer match.