Mortgage Specialist
Core
Cultivates referral networks and drives mortgage sales to help customers achieve home ownership.
Role type
Sales-focused Mortgage Specialist
Builds
Mortgage loans for home financing
Domain
Banking / Real Estate Lending
Required skills
Mortgage lending process knowledge, regulatory compliance, sales and negotiation, relationship management, cross-selling, customer service, data analysis, risk management
Preferred skills
Credit qualifications, real estate industry knowledge, partnership development
Technologies
Internal banking systems, reporting tools
Responsibilities
Build referral networks for mortgage originations, execute marketing programs, guide customers through application processing, resolve issues and escalate complex matters, analyze data for insights, ensure compliance with guidelines and regulations
Seniority
Mid-level, independent contributor