Associate Mortgage Consultant

Job Description

Job Description

Manage residential loan applications through internal portfolio deals and walk-in customers. Interact with customers and the public in a manner that will enhance marketing.

Essential Duties and Responsibilities:

• Provide exemplary customer service to customers while learning the bank's products, services, and customer service standards through on-the-job training.
• Conduct customer interviews and gather financial information for loan applications. Analyze information and make recommendations under the guidance of experienced lending staff.
• Assist with preparing loan requests and explaining available lending options to customers. Support the loan process while learning loan structure, pricing, and underwriting requirements.
• Provide customers with general information regarding financial products and services while developing knowledge of lending and personal finance concepts through training.
• Participate in community and networking events, with guidance from management, to increase the bank's visibility and support business development efforts.
• Maintain a professional image and uphold the public reputation of the bank by adhering to company policies, procedures, and customer service expectations.
• Complete required training and professional development activities to build knowledge of mortgage lending, regulatory requirements, and bank products.
• Collaborate with experienced team members and seek guidance when handling unfamiliar or complex customer situations to ensure accurate and compliant service delivery.

Required Qualifications:

• High school diploma or equivalent (GED) required.
• 1 year customer service experience required.
• Willingness to complete on-the-job training and develop knowledge of mortgage lending products, regulations, and banking procedures.

Preferred Qualifications: 

• Previous mortgage, sales, banking, financial services, or administrative experience preferred