Residential Loan Advisor- New Hampshire Market
Passumpsic Savings Bank
ESSENTIAL DUTIES & RESPONSIBILITIES
• Consults with potential mortgage and home equity customers to fit our products with customer needs.
• Interviews and assists in completion of Mortgage and Home Equity applications, completing all disclosure information in compliance with regulations.
• Qualifies all potential borrowers through secondary market underwriting software.
• Prepares and analyzes files for portfolio loan submission as necessary
• Participates in community activities to enhance the image of the Bank and increase business
• Participates in industry agency events to enhance the image of the Bank and increase business
• Builds positive relationships with Centers of Influence such as realtors, attorneys, housing agencies, and other industry partners to enhance the image of the Bank and increase business
• Assess customer's financial needs and cross-sells other bank services as needed
• Refers customers to other departments as appropriate, to support the customer's financial growth. EDUCATION & EXPERIENCE
• High School Diploma.
• Strong sales skills necessary and previous banking or mortgage experience preferred.
• High level of interpersonal skills to communicate with internal and external customers in a polite and professional manner using both written and verbal skills.
• Ability to analyze and interpret mortgage loan applications, credit reports and determine courses of action based on loan decisions. Member FDIC Equal Opportunity Employer Minority/Female/Disability/Veteran
• Consults with potential mortgage and home equity customers to fit our products with customer needs.
• Interviews and assists in completion of Mortgage and Home Equity applications, completing all disclosure information in compliance with regulations.
• Qualifies all potential borrowers through secondary market underwriting software.
• Prepares and analyzes files for portfolio loan submission as necessary
• Participates in community activities to enhance the image of the Bank and increase business
• Participates in industry agency events to enhance the image of the Bank and increase business
• Builds positive relationships with Centers of Influence such as realtors, attorneys, housing agencies, and other industry partners to enhance the image of the Bank and increase business
• Assess customer's financial needs and cross-sells other bank services as needed
• Refers customers to other departments as appropriate, to support the customer's financial growth. EDUCATION & EXPERIENCE
• High School Diploma.
• Strong sales skills necessary and previous banking or mortgage experience preferred.
• High level of interpersonal skills to communicate with internal and external customers in a polite and professional manner using both written and verbal skills.
• Ability to analyze and interpret mortgage loan applications, credit reports and determine courses of action based on loan decisions. Member FDIC Equal Opportunity Employer Minority/Female/Disability/Veteran
Vacancy posted 2 days ago
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