Mortgage Loan Advisors
Core
Proactively identifies, develops, and maintains a quality network of business relationships to generate mortgage lending business through direct marketing and client solicitation.
Role type
Mortgage Loan Advisor (Sales & Origination)
Builds
Mortgage loan products for clients
Domain
Banking / Real Estate Finance
Required skills
Direct marketing, client solicitation, mortgage origination, regulatory compliance knowledge, cross-selling, relationship management, application processing
Preferred skills
Direct client service in finance, Encompass system knowledge
Technologies
Encompass
Responsibilities
Generate business through direct marketing to realtors, builders, attorneys, and professionals; Meet with prospects and counsel borrowers; Take mortgage applications and collect documents; Cross-sell bank services; Maintain client contacts throughout the application process; Work with mortgage operations teams from application to closing.
Seniority
Mid-level, hands-on IC