Residential Mortgage Consultant

2 weeks ago


Charlotte, North Carolina, United States First National Bank of Pennsylvania Full time
Position Overview:

The Mortgage Banking Consultant plays a vital role in the origination of residential mortgage loans by leveraging both internal and external referral networks. This position is essential for fostering and nurturing strong relationships with referral sources, while also providing expert guidance to mortgage customers regarding their lending options. The consultant is expected to deliver exceptional customer service and actively support key sales initiatives and channel activities.

Key Responsibilities:
  • Develop and maintain relationships with internal and external referral sources through effective sales strategies.
  • Advise customers on various lending solutions tailored to their specific needs.
  • Facilitate and enhance key banking partnerships.
  • Ensure a superior customer mortgage experience by managing the loan pipeline effectively, including documentation, closing dates, and compliance expectations.
  • Provide constructive feedback to management regarding process efficiencies and overall customer experience.
  • Assist in the recruitment and onboarding of support team members as necessary.
  • Perform additional duties and projects as assigned.
Qualifications:

Education: High School diploma or GED is required.

Experience: A minimum of 3 years of relevant experience in the mortgage banking sector is required.

Skills:

  • Outstanding customer service capabilities.
  • Strong written and verbal communication skills.
  • Excellent organizational, analytical, and interpersonal skills.
  • Proficiency in using general office equipment and job-related software.
  • Basic knowledge of MS Word, MS Excel, and MS PowerPoint.

Preferred Qualifications: A Bachelor's degree is preferred. Candidates must possess a Nationwide Mortgage Licensing System and Registry identifier and have experience with relevant mortgage software.

Compliance and Equal Opportunity:

All employees are expected to adhere to risk management protocols and comply with regulatory laws and company policies. The First National Bank of Pennsylvania is committed to providing a discrimination and harassment-free workplace, ensuring equal employment opportunities for all applicants and employees.



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