Mortgage Specialist
Core
Cultivates referral networks and executes marketing/sales programs to drive mortgage business growth and home financing solutions.
Role type
Sales-focused mortgage specialist (IC)
Builds
Mortgage loan pipeline and home financing solutions
Domain
Banking / Real Estate Lending
Required skills
Mortgage lending process knowledge, regulatory compliance, sales and negotiation, relationship management, marketing program execution, customer service, data analysis
Preferred skills
Credit qualifications, real estate industry knowledge, cross-selling/up-selling strategies
Technologies
Internal banking systems, reporting tools
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 and trends, ensure compliance with legal and regulatory requirements
Seniority
Mid-level, independent contributor