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Alliant Credit Union

Supervisor, Sales Support - Hybrid

Posted 25 Days Ago
Remote
Mid level
Remote
Mid level
The role involves managing a sales support team, developing training initiatives, coordinating sales projects, and ensuring compliance. The supervisor will mentor staff, assist in performance evaluations, resolve customer issues, and collaborate with various departments to achieve sales goals.
The summary above was generated by AI

In this role, you will manage and assist in different activities of a sales team and contribute to the training and development of the division. Assist with plans and coordinate projects to allow for realization of sales origination goals, on-going compliance management and various sales initiatives while managing a team of loan officer assistants provide support and recommendations to allow them to better execute in their loan officer partnership.
Responsibilities

  • Provide direct support for the retail sale and mortgage direct sales channels by assisting with daily reporting needs, marketing liaison support, enhancement and development of new and existing origination procedures.
  • Develop and implement training programs for new and existing team members.
  • Serve as a liaison between the sales team and other departments and establish collaborative partnerships with internal business units.
  • Support the development and implementation of sales strategies and campaigns using the CRM (surefire application) and reporting enhancements for sales and divisional reporting developed from the loan origination system (Encompass).
  • Manage and develop a team of loan officer assistants to achieve individual loan officer and the mortgage lending team goals.
  • Assist in resolving complex customer issues and escalations.
  • Oversee daily operations of the loan officer assistant team and conduct regular performance evaluations and provide constructive feedback.
  • Plan, oversee and lead the work of the team to meet functional and individual operational objectives and goals. Coach, mentor, and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities. Responsible for hire, fire, performance, discipline and problem-resolution decisions.


Education:

  • High School or Equivalent - Minimum
  • Bachelors Degree - Business Administrative or Related - Preferred


Years of Experience:

  • 3 years - Sales support, customer support or Related - Minimum
  • 1 year - People Management


Compensation & Benefits:
Typical hiring range:‏‏‎ ‎$76,500‏‏‎ ‎-‏‏‎ ‎$108,050 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Annual performance bonus
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:

  • Work from home up to 3 days a week
  • Paid parental leave
  • Employee discount programs
  • Time off including paid personal and sick days
  • 11 paid holidays
  • Education reimbursement


*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Top Skills

Crm (Surefire Application)
Customer Support
Loan Origination System (Encompass)
Sales Support

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