Consumer Direct Mortgage Specialist

7 days ago


Glen Ellyn, Illinois, United States Wintrust Financial Full time
About the Role

We are seeking a highly skilled Mortgage Loan Originator to join our team at Wintrust Financial. As a Mortgage Loan Originator, you will be responsible for originating and processing mortgage loans for Wintrust employees and their families.

Key Responsibilities
  • Respond to all mortgage inquiries from Wintrust employees and their families in a timely and professional manner.
  • Exercise high levels of integrity, confidentiality, and honesty when dealing with sensitive customer information.
  • Effectively use technology tools to manage inquiries and pipeline.
  • Complete financial needs analyses and assess individual needs of each customer with expertise.
  • Research mortgage guidelines and structure loan options for customers based on their financial and personal needs.
  • Present customers with mortgage options and provide guidance to ensure they can make informed decisions.
  • Effectively communicate mortgage options to all levels of employees and their families within the Wintrust Enterprise.
  • Assist customers in completing mortgage applications and all necessary loan disclosures.
  • Obtain required documentation from customers in a timely fashion to submit their loan application for processing.
  • Monitor the status of loan applications and follow up with customers as needed to obtain additional documentation and provide status updates.
  • Work effectively with internal departments and Loan Officer Assistants to ensure loans are processed, underwritten, and closed in an efficient and timely manner.
  • Manage day-to-day transactions and relationships with Wintrust employees and their families.
  • Build referrals from employees and their families by providing an exceptional mortgage experience.
Requirements
  • Associates or Bachelor's degree preferred.
  • Mortgage Origination Experience.
  • Excellent interpersonal, organizational, communication, and telephone etiquette skills.
  • Exceptional aptitude for math and financial analysis.
  • Ability to thrive in a fast-paced environment while maintaining a positive attitude.
  • Self-starter, motivated, and energetic.
  • Strong time management skills with the ability to determine priorities and meet deadlines.
  • Demonstrate integrity, ethics, confidentiality, accountability, responsibility, initiative, and teamwork.
  • Ability to work independently and take direction.
  • Working knowledge of computers to include MS Word, Excel, and Internet.
  • Meet all NMLS requirements.
Benefits
  • Medical Insurance.
  • Dental Insurance.
  • Vision Insurance.
  • Life Insurance.
  • Accidental Death and Dismemberment Insurance.
  • Short-term and Long-term Disability Insurance.
  • Parental Leave.
  • Employee Assistance Program (EAP).
  • Traditional and Roth 401(k) with company match.
  • Flexible Spending Account (FSA).
  • Employee Stock Purchase Plan at 5% discount.
  • Critical Illness Insurance.
  • Accident Insurance.
  • Transportation and Commuting Benefits.
  • Banking Benefits.
  • Pet Insurance.


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