Baxter Credit Union
Mgr, Mortgage Product Experience
Baxter Credit Union, Vernon Hills, Illinois, United States, 60061
Vernon Hills, IL, 340 N Milwaukee Ave, Vernon Hills, Illinois, United States of America
Job Description Posted Thursday, December 18, 2025 at 7:00 AM
As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
OurWHYis the reason we exist:To Empower People to Discover Financial Freedom.What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU!#bYOU
This position has a base salary range of $104,000 - $156,000 USD Annual . This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
Summary As a primary function, this role is responsible for profitable growth of assigned product categories (Mortgage and Home Equity). Key activities include analyzing the competitive landscape, conducting portfolio reviews, and uncovering opportunities to elevate product performance and enrich the member experience. In addition, this position works in close partnership with Marketing and other channel owners to shape initiatives that spark lead generation and fuel sustainable mortgage growth.
Role and Responsibilities
Research, summarize and analyze competitive environment to determine industry best practices and market growth opportunities.
Monitor market trends and competitor activities to identify opportunities.
Partner with Marketing to strategize campaigns and identify the most effective communication channels (digital ads, email, direct mail, etc.) to attract new members and strengthen retention.
Identify gaps where new product development should be pursued and develop execution strategy for those with highest growth potential.
Perform analysis and develop proposals for product changes and/or introductions to appropriate BCU committees.
Collaborate with Marketing on campaign planning and provide support through review, quality assurance, and proofing of materials.
Develop business cases to evaluate and recommend investment in new channels and lead sources, ensuring decisions are supported by competitive insights, portfolio analysis, and growth objectives.
Enhance digital presence of home loan products on BCU website to drive penetration with company partners.
Partner with Business Development team to create relevant product offerings for new company partners.
Collaborate with Planning & Analytics team to develop annual growth, revenue, and expense goals. Work with Sales Managers to allocate goals within specific channels.
Work together with Finance and Risk team to ensure product lines achieve acceptable levels of profitability and adjust pricing as necessary.
Leverage peer and industry data to benchmark growth, originations, and risk performance.
Qualifications and Education Requirements
Minimum of 5 years of related business experience with preferred Mortgage experience
Familiarity with digital marketing tools and CRM systems to inform strategy and collaboration. Solid project leadership/management and organizational skills.
Strong written and verbal communication, interpersonal and leadership skills; demonstrated ability to communicate at all levels of the organization.
Superior financial analytical skills (quantitative/qualitative); demonstrated ability to perform detailed analysis to support new product and promotional pricing recommendations; Proficient in Excel and PowerPoint.
Creative and proactive mindset, with strong attention to detail; Ability to work independently while maintaining clear lines of communication with internal and external partners, and business line management.
BCU Shared Values:
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner . #LoveBCU
Click here to visit our Benefits Website!
Vernon Hills, IL, 340 N Milwaukee Ave, Vernon Hills, Illinois, United States of America
#J-18808-Ljbffr
Job Description Posted Thursday, December 18, 2025 at 7:00 AM
As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
OurWHYis the reason we exist:To Empower People to Discover Financial Freedom.What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU!#bYOU
This position has a base salary range of $104,000 - $156,000 USD Annual . This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
Summary As a primary function, this role is responsible for profitable growth of assigned product categories (Mortgage and Home Equity). Key activities include analyzing the competitive landscape, conducting portfolio reviews, and uncovering opportunities to elevate product performance and enrich the member experience. In addition, this position works in close partnership with Marketing and other channel owners to shape initiatives that spark lead generation and fuel sustainable mortgage growth.
Role and Responsibilities
Research, summarize and analyze competitive environment to determine industry best practices and market growth opportunities.
Monitor market trends and competitor activities to identify opportunities.
Partner with Marketing to strategize campaigns and identify the most effective communication channels (digital ads, email, direct mail, etc.) to attract new members and strengthen retention.
Identify gaps where new product development should be pursued and develop execution strategy for those with highest growth potential.
Perform analysis and develop proposals for product changes and/or introductions to appropriate BCU committees.
Collaborate with Marketing on campaign planning and provide support through review, quality assurance, and proofing of materials.
Develop business cases to evaluate and recommend investment in new channels and lead sources, ensuring decisions are supported by competitive insights, portfolio analysis, and growth objectives.
Enhance digital presence of home loan products on BCU website to drive penetration with company partners.
Partner with Business Development team to create relevant product offerings for new company partners.
Collaborate with Planning & Analytics team to develop annual growth, revenue, and expense goals. Work with Sales Managers to allocate goals within specific channels.
Work together with Finance and Risk team to ensure product lines achieve acceptable levels of profitability and adjust pricing as necessary.
Leverage peer and industry data to benchmark growth, originations, and risk performance.
Qualifications and Education Requirements
Minimum of 5 years of related business experience with preferred Mortgage experience
Familiarity with digital marketing tools and CRM systems to inform strategy and collaboration. Solid project leadership/management and organizational skills.
Strong written and verbal communication, interpersonal and leadership skills; demonstrated ability to communicate at all levels of the organization.
Superior financial analytical skills (quantitative/qualitative); demonstrated ability to perform detailed analysis to support new product and promotional pricing recommendations; Proficient in Excel and PowerPoint.
Creative and proactive mindset, with strong attention to detail; Ability to work independently while maintaining clear lines of communication with internal and external partners, and business line management.
BCU Shared Values:
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner . #LoveBCU
Click here to visit our Benefits Website!
Vernon Hills, IL, 340 N Milwaukee Ave, Vernon Hills, Illinois, United States of America
#J-18808-Ljbffr