INTRUST Bank

Sales

• Responsible for onboarding, training, and ongoing development of Loan Officers.
• Design and deliver structured onboarding programs for newly hired Loan Officers.
• Train Loan Officers on pipeline management, lead conversion, and referral partner engagement.
• Educate Loan Officers on pricing structure and price exception request process.
• Train Loan Officers on Encompass LOS from a front-end sales perspective.
• Provide refresher training and coaching for existing Loan Officers.

Mortgage Sales Trainer

Growth Marketing

• Serve as the regional owner for recruiting outcomes, including Loan Officers, Branches, and Sales Leaders.
• Consistently prospect for new production talent within assigned markets in partnership with Mortgage Sales Recruiters.
• Conduct advanced candidate conversations to assess production capacity, cultural fit, and growth potential.
• Lead branch recruitment discussions, including team structure, transition planning, and onboarding strategy.
• Interview, recommend, and support hiring decisions for all regional production roles.
• Actively retain top performers through coaching, engagement, and career-path discussions.
• Develop and execute regional growth plans aligned with national production objectives.
• Monitor regional pipelines, volume trends, and market penetration.
• Partner with EVP and Director of Talent to set realistic production and hiring goals.
• Identify underperforming markets and execute corrective or growth initiatives.
• Coach and develop sales leadership and Loan Officers to maximize performance.
• Ensure teams are trained on ULG products, processes, and compliance requirements.
• Lead by example in establishing a positive, accountable, performance-driven culture.
• Stay informed on local and national mortgage industry trends.
• Represent ULG at industry events, conferences, and networking opportunities to promote the company’s value proposition.

Strategic Growth Leader

Customer Support

• Manage large amounts of inbound and outbound calls in a timely manner.
• Identify customers’ needs, clarify information, research issues, and provide solutions.
• Maintain ownership of calls throughout the lifecycle of a customer’s request, including follow-ups.
• Keep records of conversations in our call center database.
• Meet team qualitative and quantitative targets.
• Process ACH payments, following the ACH process.
• Utilize Black Knight platform to review borrower accounts for the following information: Payment history, Payoff statements, PMI status, Escrow Analysis.
• Update contact information.
• Make outgoing Welcome calls to new MLS customers: Answer any initial questions the customer has in regard to the servicing of the loan.
• Verify mailing address, social security numbers, and phone numbers.
• Assist customers with website registration and explain payment options.
• Make other outbound calls as assigned.
• Recommend improvements for processes to boost organizational efficiency.
• All other duties as assigned by management.

Mortgage Servicing Customer Service Associate

Payroll

• Assist with employee New-Hire and Termination folders within the HRIS System
• Approve pending employee changes in HRIS
• Create and update HR forms for employees
• Monitor the HR inbox and respond to employee questions
• Assist with Bi-Weekly Payroll tasks

Mortgage Sales Trainer

Strategic Growth Leader

Mortgage Servicing Customer Service Associate

Human Resources Specialist – Training, Payroll