Demo

Director of Lending

Bell & Associates, Inc.
Milwaukee, WI Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025

A leadership role in business development and sales management, specifically for recruiting, training, and supporting a high-performing team of Market Leaders. Must have experience in CRE lending.


Here's a concise summary of the key focus areas:

Core Responsibilities

  1. Recruiting & Onboarding
  • Lead the recruitment process to expand the Market Leader team.
  • Manage training, onboarding, orientations, and annual team events.
  1. Sales Strategy & Team Development
  • Develop companywide sales strategies targeting market penetration and sales cadences.
  • Coach Market Leaders to create opportunities, manage pipelines, and close deals.
  • Build accountability through performance metrics and personalized improvement plans.
  • Cultivate a top-tier sales team capable of driving end-to-end deal processes.
  1. Sales Management & Discipline
  • Engage with Market Leaders to refine business plans, address roadblocks, and track progress.
  • Manage sales activity using tools like Salesforce to streamline reporting and improve efficiency.
  • Facilitate weekly team calls to ensure alignment and progress.
  1. Market Expansion
  • Drive market share growth in specific target regions.
  • Focus on generating and converting new opportunities.

Key Competencies and Skills

  • Proven success in consultative sales and team coaching.
  • Excellent interpersonal and communication skills for senior-level relationship management.
  • Strong understanding of commercial real estate, or finance-related industries.
  • Expertise with tools like Salesforce, MS Excel, and other CRM systems.

Preferred Experience

  • 4 years of experience in CRE lending
  • Background in finance, banking, or real estate development.
  • Experience in leveraging technology for sales reporting and management.

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