We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
Requirements
- Consistently achieves monthly loan production volume as specified in the MLO Agreement.
- Generates new business to assist in meeting established profitability goals.
- Responsible for developing and maintaining business plan for growth of this business area.
- Networks with assigned bank branches, internal departments, employees, local organizations/businesses, realtors, builders, and other referral sources to generate mortgage leads.
- Evaluates needs of potential customers and offers appropriate mortgage products and services, or provides referral to appropriate specialist within the Bank.
- Prepares and compiles mortgage application and information for processing of mortgage loan applications generated.
- Ensures completeness of loan documentation.
- Oversees timely closing and funding of loans.
- Provides ongoing relationship servicing with current mortgage customers to maintain goodwill and gain additional business.
- Responds to mortgage inquiries and requests regarding accounts from assigned branches.
- Promotes and cross-sells other bank products and services as appropriate to customer requirements.
- Provides data to support marketing and sales promotion programs.
- Works directly with sales manager to assist with CRA loan initiatives in local market.
- Other duties may be assigned.
Benefits
- Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.