Mortgage Specialist
Core
Cultivates referral networks and executes sales programs to drive mortgage business growth and help customers achieve home ownership.
Role type
Sales-focused mortgage specialist
Builds
Mortgage origination pipeline and home financing solutions
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
sales, negotiation, customer service, relationship management, regulatory compliance, data analysis
Preferred skills
marketing program implementation, cross-selling, strategic initiative execution
Responsibilities
Proactively contacts referral sources to lead discussions on home financing; assists with targeted marketing programs and promotions; guides customers through application and processing; resolves issues and escalates complex matters; documents updates in internal systems; analyzes data to provide insights and recommendations.