Wintrust Financial Corporation

Vice President

• Leading a professional sales team in today’s ever evolving mortgage lending environment.
• Motivating his/her team to reach production goals.
• Helping loan originators structure loans to best suit the needs of our borrowers/clients.
• Effectively market Wintrust Mortgage in the local community you serve.
• Ensure that the branch follows all compliance and regulatory guidelines.
• Train new hires so they follow all processes and procedures of Wintrust Mortgage.
• Manage to corporate directives.
• Use interpersonal and communication skills to generate referral business, leads and relationships with individuals, existing clients, past clients and Real Estate professionals.
• Participate in training for marketing, sales, and scenario techniques to effectively sell, package and close consumer mortgages.
• Take thorough and complete loan applications; analyze and prequalify applicant information to determine viability of the client’s desired loan program.
• Pull and analyze credit and compare for accuracy with the borrower’s statements.
• Provide guidance and information relevant to the risks and benefits of each program the applicant is qualified for.
• Effectively communicate the terms of each product and ensure all documents necessary are signed by the borrower.
• Provide the loan package to the loan processor for review.
• Work with the loan processor to provide any additional documentation as necessary and required by underwriting to clear conditions and close the loan.
• Recruiting of Loan Officers.
• Management of personal and team loan pipelines.

AVP Branch Manager – Mortgage

Sales

• Building a professional sales team under the Branch Manager’s supervision in today’s ever evolving mortgage lending environment.
• Motivating team members to reach production goals.
• Helping loan originators structure loans to best suit the needs of our borrowers/clients.
• Effectively market Wintrust Mortgage in the local community.
• Ensure that the branch follows all compliance and regulatory guidelines.
• Train new hires.
• Use interpersonal and communication skills to generate referral business, leads and relationships with individuals, existing clients, past clients and Real Estate professionals.
• Participate in training for marketing, sales, and scenario techniques to effectively sell, package and close consumer mortgages.
• Analyze loan applications to determine viability of the client’s desired loan program.
• Analyze and compare credit to borrower’s statement.
• Inform applicants of their risks and benefits of they are qualified for.
• Effectively communicate the terms of each product to the applicant.
• Collaborate with the loan processor to provide any additional documentation and underwriting required to close the loan.

AVP Branch Manager – Mortgage

Sales Manager