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Executive Sales Consultant - Southwest in Austin, Houston, San Antonio, Baton Rouge, New Orleans at CU Members Mortgage

Date Posted: 3/1/2018

Job Snapshot

Job Description

Company:  CU Members Mortgage

Job Title: Executive Sales Consultant - Southwest 

City: Houston State: Texas        


Executive Sales Consultant - Southwest


Job Description

The Executive Sales Consultant performs front-line relationship building and support functions as liaison to Credit Union clients and prospects within the assigned region.  Responsibilities include regular contact with lending staff and senior management of existing clients as well as business development activities to attract and acquire new accounts.  Executive Sales Consultants rely upon real estate lending experience and embrace credit union values and culture to engender a passion and enthusiasm to consistently promote the business interests of CU Members Mortgage in their daily activities.  

 Responsibilities Include:

  • Encourage credit union clients to offer first mortgage loans as a core product/service to their membership
  • Engage in marketing, networking and business development initiatives to identify and attract new clients in cooperation with Regional Vice President of Sales
  • Work in conjunction with Account Executive and production staff to insure the delivery of outstanding customer service to business partners and consumers
  • Maintain accurate records and deliver reports, activity logs and documentation as necessary
  • Assist business partners to engage in regular marketing and member awareness efforts to promote real estate lending products
  • Provide training and support services to credit union lending staff
  • Deliver and encourage a culture of outstanding customer service to clients and consumers
  • Communicate effectively to a broad spectrum of audiences, from Credit Union executive management to consumers
  • Perform analysis and engage in initiatives to maximize production potential
  • Employ problems solving skills and quality control efforts to find efficiencies and achieve strategic goals
  • Participate in trade shows, league conventions, chapter and other sponsored events
  • Maintain a standard of excellence with regard to the public image of CU Members Mortgage
  • Cooperate with, encourage, assist and support the activities of co-workers and promote a team culture
  • Contribute in recruiting efforts and training for placement of onsite Loan Officers
  • Other duties as necessary


Job Requirements

  • 3+ years recent mortgage industry experience
  • Demonstrated sales experience and persuasion skills
  • Outstanding written and verbal communication abilities
  • Excellent interpersonal skills
  • Leadership, decision making and problem solving abilities
  • Technology literacy, including MSOffice and Internet navigation
  • Self-motivated and capable of working effectively without supervision
  • Work from home/office
  • Regular overnight travel required




This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer



Colonial is a national provider of banking, home loans and insurance. Founded in 1952, the company has $1 Billion in assets and is privately held by choice to ensure our focus remains on our customers and not the expectations of Wall Street. Colonial is rated “Five Stars – Highly Recommended” as one of the strongest financial institutions in the country by Bauer Financial, a leading analyst, and has earned Fannie Mae’s Four STAR award for customer service and foreclosure prevention, as well as the highest achieving STAR Performer for best practices in General Servicing, Collections/Loss Mitigation and Neighborhood Stabilization in 2014.


Member FDIC | Equal Housing Lender | NMLS ID 401285