Mortgage Specialist
Role Overview
The Mortgage Specialist grows mortgage business and helps customers achieve home ownership through referral relationships, mortgage sales, and application support.
The role includes training and support and opportunities to develop referral networks through bank programs.
The position belongs to the Retail Banking Sales & Service job family.
Key Skills for This Role
Full Job Posting
Role overview
The Mortgage Specialist grows mortgage business and helps customers achieve home ownership through referral relationships, mortgage sales, and application support.
The role includes training and support and opportunities to develop referral networks through bank programs.
The position belongs to the Retail Banking Sales & Service job family.
Key responsibilities
- Cultivate and manage referral networks to build mortgage business and increase the bank's home-financing market share.
- Contact referral and origination sources, establish local partnerships, and discuss home-financing solutions.
- Develop and execute sales and marketing programs, support promotions, and identify cross-sell and upsell opportunities.
- Expand referral networks and participate in trade shows, conferences, and community events.
- Guide customers through mortgage applications and processing, advocate for customers, and coordinate handoffs and documentation with branch teams.
- Resolve or escalate customer issues and help ensure funds are advanced in a timely manner.
- Stay current on consumer needs, industry trends, mortgage practices, and regulatory requirements.
- Record customer opportunity and transaction updates, liaise with stakeholders to complete applications, and prepare reports or dashboards.
- Support strategic and operational initiatives, complete transactions in compliance with guidelines, and apply the bank's risk management framework.
Role requirements
- Build and maintain referral and origination relationships that generate mortgage business.
- Provide professional customer service and guide clients through mortgage application and processing activities.
- Follow corporate policies, operating directives, legal and regulatory requirements, and risk-management practices.
- Use judgment to resolve problems within established parameters and escalate complex issues as needed.
- Work mostly independently while collaborating with internal and external stakeholders.
Application deadline
- Application deadline: October 30, 2026.
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