Mortgage Specialist
Core
Cultivates referral networks and executes sales programs to drive mortgage business growth and home financing solutions for customers.
Role type
Sales-focused Mortgage Specialist
Builds
Mortgage originations and home financing solutions
Domain
Retail Banking / Mortgage Lending
Deliverable
client delivery
Required skills
sales, negotiation, customer service, relationship management, regulatory compliance knowledge, data analysis
Preferred skills
real estate industry knowledge, marketing program implementation, strategic initiative execution
Technologies
internal banking systems, reporting dashboards
Responsibilities
Proactively contacts referral sources to generate mortgage business; executes targeted marketing and sales programs; guides customers through application and processing; resolves customer issues and escalates complex matters; analyzes data to provide insights and recommendations; documents updates in internal systems.
Seniority
Mid-level, independent contributor