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 origination pipeline and home financing solutions
Domain
Retail Banking / Mortgage Lending
Required skills
Sales and negotiation, customer relationship management, mortgage lending process knowledge, regulatory compliance, marketing program execution, data analysis
Preferred skills
Real estate industry knowledge, cross-selling strategies, partnership development
Technologies
Internal banking systems, CRM tools, reporting dashboards
Responsibilities
Build and manage referral networks for mortgage originations, execute targeted marketing and sales programs, guide customers through application and processing, resolve complex customer issues, analyze market data for insights, participate in community events and trade shows
Seniority
Mid-level, independent contributor