U.S. Bank Client Sales Rep (HFA) in St. Paul, Minnesota
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job DescriptionThe Client Sales Executives will provide focused client relationship management to their HFA Clients, which requires client sales personnel to be knowledgeable in all of the specific attributes of each HFA and the lender programs offered by their HFA client. They will develop and maintain a strong working relationship with their HFA team members (Operations, Lender Management, Client Sales Support, the GSEs, Servicing, Financial Advisors, Trustees, Bond Counsel) and provide ongoing support to the participating lender community.
Role Responsibilities Work current HFA lender base with HFA to achieve deeper penetration to increase volume
Work with Correspondent Account Executives to convert Correspondent lenders to HFA approved lenders and HFA to Correspondent
Attend lender watchlist review meetings and update Sharepoint
Engage HFA and lender on watchlist review issues
Consult and deliver Pricing updates/changes to HFAs
Create new and/or modify product guidelines for each HFA program
Deliver modified product guidelines to CMO for updates to Allregs
Establish program matrix for each program and deliver to Operations
Monitor HFA, Program Administrator, and Agency websites for updates
Assist the HFAs in developing new products
Facilitate in obtaining or creating specialized reports for HFAs
Analyze report information with HFAs
Analytical guidance in resolving issues within the HFA Division
Utilize the HFA Servicing Liaison to resolve servicing issues
Review and provide comments on terms and conditions for RFPs
Review bond program closing documents
Attend national, state, and local housing conferences as needed
Participation on conference panels and support at the exhibition booth
Perform client reviews via WebEx or in person
Attendance at various receptions, informational sessions, and client appreciation functions
Facilitate conference calls with the HFAs and HFA team members
Engage Sales Support to assist in HFA requests
Training Consult and determine lender training needs within the scope of the HFA program
Partner with Fannie Mae and Freddie Mac for training
Setup lender trainings on WebEx
Coordinate with the HFA team to determine the appropriate forum, specialized information, and to prepare a team presentation
Conduct in-person lender trainings as requested by the HFA
Participate in UniteUs training
Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight to 10 years of related experience
Preferred Skills/Experience - Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit - Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders - Advanced understanding of project management and testing methodology and procedures - Ability to develop test schedules, review testing plans, track test issues and report on test results - Strong analytical and forecasting skills - Ability to manage multiple tasks/projects and deadlines simultaneously with limited supervision - Ability to work as a team leader - Excellent verbal and written presentation and communication skills - Excellent computer skills, especially Microsoft Office applications
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.