Overview In this role, you guide clients through the home loan journey as the primary contact, applying deep home lending knowledge to support customers end-to-end. You collaborate with branch teams to deliver a standout mortgage experience and drive originations within footprint markets. You'll leverage marketing initiatives and cross-sell opportunities to grow relationships while adhering to regulatory requirements. This position offers growth within a dynamic, customer-focused lending team and a chance to shape mortgage solutions at scale.
Compensation / Benefits- competitive base salary
- commission or discretionary incentives
- comprehensive health care
- retirement savings plan
- tuition reimbursement
- mental health support
Responsibilities- Coach and train branch teams on products and services
- Meet with customers and refer clients to bankers for additional products
- Collaborate on marketing and cross-sell initiatives to enhance customer experience
- Develop partnerships with retail branches to promote mortgage originations
- Establish yourself as the internal/external mortgage expert and maintain client relationships
- Provide consultative financial recommendations based on clients' goals and needs
Key requirements- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven retail banking sales experience
- Knowledge of local real estate market
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- Relationship building
- Consultative selling
- Coaching and mentoring
- FHA/VA guidelines knowledge
- FNMA/FHLMC guidelines knowledge
- Intermediate PC skills in Windows environment
