Mortgage Specialist
Core
Cultivates referral networks and manages relationships to build a pipeline of new mortgage business, guiding customers through application and processing to achieve home financing goals.
Role type
Mortgage Specialist (Sales & Origination)
Builds
Mortgage loan originations and customer relationships
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
mortgage lending process knowledge, regulatory compliance, sales and negotiation, relationship management, cross-selling, data analysis, risk management
Preferred skills
real estate industry knowledge, personal lending expertise, strategic initiative execution
Technologies
internal banking systems, reporting dashboards
Responsibilities
Proactively contacts referral sources to lead discussions on home financing solutions; assists with targeted marketing programs and promotions; guides customers through mortgage application and processing; resolves or escalates customer issues to ensure timely fund advancement; documents updates in internal systems; analyzes data to provide insights and recommendations; partners with branch teams to finalize documentation and hand off customers.
Seniority
Mid-level, independent contributor