Mortgage Specialist
Core
Cultivates referral networks and drives mortgage sales to help customers achieve home ownership.
Role type
Sales-focused Mortgage Specialist
Builds
Mortgage business pipeline and home financing solutions
Domain
Retail Banking / Mortgage Lending
Required skills
Sales and negotiation, relationship management, mortgage lending process knowledge, regulatory compliance, customer service, marketing program execution, data analysis
Preferred skills
Cross-selling and up-selling, strategic initiative execution, risk management framework application
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 issues to ensure timely fund advancement, partners with branch teams to finalize documentation, analyzes data to provide insights and recommendations.
Seniority
Mid-level, independent contributor