PenFed Credit Union Jobs

Mobile penfed Logo

Job Information

PenFed Credit Union Remote Senior Manager Mortgage Lead Strategy in McLean, Virginia

Overview Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family. PenFed is hiring a Remote Mortgage Lead Strategy Senior Manager at one of the following locations: McLean, Virginia; San Antonio, Texas; Philadelphia, Pennsylvania; West Islip, New York; Astoria, New York. The Senior Manager, Mortgage Lead Strategy will create and execute lead management strategies to optimize mortgage and home equity loan production. This individual will build a strategy that optimizes lead workflow through CRM and other systems, integrates with key platforms, and ensure that leads are prioritized accordingly. The role will work with Agile teams as a product owner providing requirements, prioritizing efforts, and ensuring that projects are delivered on time. They will also work closely with the business to ensure KPIs are in place, reports are created, lead campaigns are optimized, and loan officers have the tools needed to maximize performance. This position is available remotely within 100 miles of job location Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. Work with external vendors and PenFed IT as a stake holder to build/integrate all technology related to mortgage, home equity and real estate. Identifies solutions to automate and improve efficiency of existing reports and dashboards through internal or third-party resources. Maintain existing reports and dashboards to meet the timeframes of various stakeholders. Monitor performance of scorecards/source reports, surveys, and recommends and implements changes to improve performance. Develop and implement strategies for generating, capturing, and routing leads to the appropriate channels and resources. Monitor results closely to identify and troubleshoot lead capture or routing obstacles to keep the ecosystem running smoothly. Create and actively audit lead sources in the CRM ensuring all leads are routed properly and all resources are fully utilized and optimized to ensure peak performance. Pinpoint new functionality and tools so loan officers have everything needed to maximize performance. Assist in strategy and planning sessions as required, developing project scope with stakeholders for approved projects. Build and manage email and SMS contact strategy to members and prospective members. Responsible for management and documentation of complex multi-disciplined CRM projects. Evaluate data quality ensuring standards and guidelines are met. Participate in corporate projects as requested, to include networking events. Build out a strategy for lead prioritization and scoring and ensure the CRM has these capabilities. Create a strategy for pipeline accuracy displaying key status, actions, cycle time and capacity. Ensure the right workflow is in place to ensure all loan officers are working leads efficiently. *This role is responsible for ensuring business continuity. * Qualifications Equivalent combination of education and experience is considered. Bachelor’s Degree in Business Administration or equivalent experience required Minimum of ten (10) years’ experience in lead management and/or CRM administration with a minimum of two (2) years direct management experience. Minimum of two (2) years of experience in the Velocify/Salesforce ecosystem (Sales and/or Service cloud, Ideas and Knowledge) or equivalent CRM/Lead management system is preferred. Excellent verbal and non-verbal communication skills, with an ability to review complex issues and make sound decisions is required. Strong strategic thinking, leadership, and supervisory skills Strong analytical and quantitative skills to analyze and make meaning out of data and translate that into actionable changes Must be service oriented, with collaborative behavior Must be organized and have ability to effectively manage people and multiple priorities. Manages internal and external resources to achieve goals Committed to standards of the highest professionalism and ethical behavior. Handles confidential information with discretion. Agile experience Supervisory Responsibility This position will directly supervise employees Licenses and Certifications None Work Environment While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. *Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds. * Travel Ability to travel up to 25% Special Message Regarding COVID 19 PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world.  In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing. About Us Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256. #LI-187892656_AS1

DirectEmployers