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Mortgage Strategy & Development Coordinator

Employer
Alerus Financial
Location
Minnetonka
Salary
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Job Details

Position Summary:

This role will serve as the head implementation manager for all key initiatives within the mortgage division including digital mortgage, Customer Relationship Management (CRM) systems, central lock desk and disclosure desk and will assist marketing with development of product specific material. The individual in this job will assist with development of all training materials, curriculum and written policies and procedures for the mortgage team.

Essential Responsibilities:

Job Function Number 1: Onboarding and Training - 30%.
  • Create, design and develop materials for a superior onboarding program for Mortgage Bankers (MBs). Lead the implementation and delivery of the program and provide ongoing support to Bankers and management.
  • Partner with operations & sales leadership to identify additional training needs with individual MBs or the team, develop training and implement.
  • Develop call center scripting and training required to manage numerous pilots to determine the best approach for the national program.

Job Function Number 2: National Mortgage Program Support - 25%.
  • Assist the Director, Mortgage with the development and execution of the national mortgage program.
  • Assist with the recruitment of national sales team and establishment of commission program, when appropriate.
  • Develop policies and procedures in conjunction with compliance expert and leadership to support the business.

Job Function Number 3: Technology Execution and Training - 25%.
  • Act as a Salesforce.com Mortgage Subject Matter Expert (SME) by developing and delivering training to MBs on how to effectively use the software and offering continued support as needed.
  • Work with marketing to build out automated drip campaigns within Salesforce CRM system.
  • Assist with supporting and troubleshooting Salesforce.com connectivity to Encompass and other third party sites, i.e., Total Expert.
  • Act as a liaison between Training, Marketing & IT on Salesforce.com needs and requirements for mortgage.
  • Assist Project Manager with selection and implementation of a digital mortgage program to support National Market.
    • Partner with Operations leadership to verify strong adoption to the digital platform and train MBs on digital usage.
  • Meet with systems liaisons to keep current on all system enhancements, i.e., Centralized Lock Desk, Central Disclosure, Marketing Technology, Encompass, Optimal Blue and develop and deliver appropriate training to the business.
  • Ensure systems and applications are working efficiently to effectively support mortgage processes and business needs.

Job Function Number 4: Marketing Liaison - 20%.
  • Assist with the Mortgage Marketing Task Force to determine highest marketing needs.
  • Act as a liaison to the marketing team on projects, managing progress and adhering to deadlines.
  • Provide mortgage expertise to the marketing team when product/program flyers are developed and identify opportunities for developing marketing strategies.
  • Assist with identifying outreach opportunities to generate leads and coordinate related events.

Position Requirements:

Qualifications:
  • Bachelor's degree in Business or related field, or equivalent combination of education and/or related experience.
  • Five or more years of experience in the mortgage industry with expertise in training and technology
  • com experience
  • Proficient in Microsoft Programs.

Personal Characteristics:
  • Adaptable, flexible, organized and able to multi-task, work independently.
  • Attention to detail and a strong commitment to quality.
  • Analytical ability to determine appropriate actions and meet deadlines.
  • Work effectively in teams, support change initiatives, identify own development needs and seek out development opportunities.
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executives, managers, end users.
  • Ability to work independently as well as part of a team.

Physical Demands: (must be met with or without a reasonable accommodation)
  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.
  • Requires the routine & safe operation of a motor vehicle to travel between multiple locations to perform the essential functions of the job.
  • May require travel outside of our footprint states to meet with investors or other key partners.



Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Company

Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.

What is the current company culture like?

While our footprint spans North Dakota, Minnesota, Arizona, New Hampshire, and Michigan, we still operate like a small company. In other words, every single person on our team matters. Our employees create our culture.

What skills, education, and experiences does your ideal candidate(s) have? Each position has their own specific requirements and qualifications. In addition to those, Alerus seeks people who live out our fundamental beliefs every day: do the right thing, cherish people, empower with knowledge, respect everyone, serve with passion, and embrace change.

How would you describe the company leadership/team management? Alerus has a diverse executive and leadership team. Each leader comes with a wealth of experience and knowledge within their field to help their teams succeed. Alerus leaders, including our C*Suite executives, maintain regular communication with employees on company updates and goals.

Where do you see the company/organization in the upcoming years? Alerus has bank and office locations in North Dakota, Minnesota, Michigan, New Hampshire and Arizona. While we continue to serve our clients in these states we also look to grow our national footprint to best serve clients wherever they may live.

What do you feel candidates need to know about the company before applying? Alerus is more than just a bank and offers many products for our clients including personal & business banking, mortgages, wealth management and retirement savings. We continue to grow and expand but still maintain and operate with a small business feel. We would not have continued success without our employees and all the hard work they do to serve our clients with passion.

See the current Alerus job openings below!

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