Financial Services Relationship Manager

3 days ago


Vacaville, California, United States Travis Credit Union Full time
Job Overview

This position is a key role within Travis Credit Union, responsible for building and maintaining relationships with members in the mortgage lending space. The successful candidate will have a strong background in sales and customer service, with a passion for helping individuals achieve their financial goals.

Key Responsibilities
  • Generate new business leads through networking and community involvement
  • BUILD and maintain strong relationships with realtors, attorneys, and other professionals in the industry
  • Sell and originate mortgage loans to meet or exceed established targets
  • Analyze market trends and competitor activity to inform sales strategies
  • Collaborate with internal stakeholders to ensure seamless loan processing and delivery
Requirements and Qualifications
  • 4+ years of experience in mortgage lending or a related field
  • Demonstrated success in sales and customer relationship-building
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Familiarity with industry regulations and compliance requirements
Benefits
  • Competitive salary ($40,000 - $60,000 per year)
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Generous paid time off and holiday schedule
About Us

Travis Credit Union is a not-for-profit cooperative financial institution serving over 225,000 members across Northern California. We are committed to providing exceptional member service and promoting financial well-being throughout our communities.



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