Develops and executes a strategic roadmap for digital and virtual sales channels aligned with organizational growth and brand expectations
Defines an integrated experience across digital onboarding, loan origination, and virtual sales to create a cohesive, modern member experience
Champions a culture of innovation, agility, and continuous improvement
Collaborates with key stakeholders to enhance the end-to-end digital account opening and loan application journeys, optimizing for ease, speed, and satisfaction
Improves digital conversion, reduces abandonment, and strengthens look-to-book and approved-to-book ratios
Implements re-engagement strategies to convert abandoned applications into funded accounts or approved loans
Oversees digital analytics, funnel performance, A/B testing, and behavioral insights to guide improvements
Partners with Marketing, Digital Channels, Lending, Member Experience, Operations, and other key stakeholders to align UX, content, and digital campaigns
Ensures compliance, risk mitigation, and operational readiness for new digital and virtual capabilities
Leads the virtual sales organization, including Web and Loan Phone Centers, and Virtual Sales Branch, to drive growth, service excellence, and member engagement
Ensures seamless integration across phone, web, chat, and digital self-service channels
Develops sales enablement programs, coaching, and competency frameworks to improve performance
Establishes operational rhythms, including forecasting, performance management, and KPI accountability
Builds, mentors, and develops a high-performing virtual sales leadership team
Drives a member-first culture grounded in accountability, empowerment, and continuous learning
Strengthens leadership development across digital and virtual teams.

Requirements

Minimum 10 years of leadership experience in digital banking, retail banking, product management, virtual channels, or fintech
Minimum of 5 years in a sales enablement, digital sales or multi-channel operations leadership role
Deep expertise in digital banking platforms including digital account opening, loan origination systems, CRM technologies, UX principles, and performance analytics
Strong strategic planning, collaboration, and change leadership capabilities, with demonstrated success guiding teams through modernization and transformation initiatives
Proven ability to lead and influence cross-functional teams to deliver measurable improvements in growth, member satisfaction, and operational efficiency
Demonstrated track record designing and executing digital engagement, sales, and service strategies that improve conversion, adoption, and overall member experience
Comprehensive understanding of digital transformation, service design, regulatory considerations, and risk management within a financial-services environment
Advanced problem-solving and analytical skills, including the ability to structure complex challenges, interpret data, and apply the right analytical frameworks to develop actionable solutions
Exceptional interpersonal, presentation, and influencing skills, with the ability to build trust, navigate competing priorities, and drive outcomes without direct authority
High proficiency with Microsoft Office, with strong working knowledge of Excel; experience with Tableau or similar business intelligence tools is a plus
Ability to operate independently, exercise sound judgment, and manage multiple priorities in a fast-paced environment
Must be an actively registered Mortgage Loan Originator with the NMLS and display his or her unique identifying number on business cards, e-mail stationery and other documents as required
Must have a valid CA driver’s license and be able to travel up to 50% of the time in the local market area.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

digital bankingloan origination systemsCRM technologiesUX principlesperformance analyticsdigital engagement strategiessales enablementdigital transformationservice designrisk management

Soft skills

leadershipstrategic planningcollaborationchange leadershipproblem-solvinganalytical skillsinterpersonal skillspresentation skillsinfluencing skillsaccountability

Certifications

Mortgage Loan OriginatorNMLS registration