About the Role
The selected candidate will manage end-to-end mortgage loan processes, including client consultation, application review, underwriting coordination, and closing support, while maintaining regulatory compliance and delivering a high standard of customer service.
Responsibilities
- Assess client financial profiles to determine mortgage eligibility
- Explain loan products, terms, and rate options clearly
- Collect and verify financial documentation from applicants
- Collaborate with underwriting teams to advance loan approvals
- Monitor loan pipelines and ensure timely processing
- Maintain compliance with federal and state lending regulations
- Respond to client inquiries throughout the loan lifecycle
- Coordinate with real estate agents and title companies
- Identify and resolve potential loan application issues early
- Submit loan files to processing and closing departments
- Track key performance metrics related to loan volume and service quality
- Stay current on changes in mortgage regulations and market trends
- Support clients during rate lock and closing procedures
- Ensure accurate data entry in loan origination systems
- Participate in team meetings and departmental training sessions
- Contribute to process improvements in lending workflows
- Maintain confidentiality of client financial information
- Promote customer satisfaction through responsive communication
- Assist in preparing loan disclosures and documentation packages
- Work with credit and appraisal teams to resolve conditions
Nice to Have
- Certified Mortgage Consultant (CMC) designation
- Experience with jumbo and non-conforming loan products
- Background in sustainable or mission-driven banking
- Proven success in high-volume lending environments
- Existing network of real estate agent relationships
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model with partial remote flexibility
Team
Part of the residential lending division within the consumer banking unit
Our Mission
We are committed to advancing responsible lending practices that support long-term homeownership and community stability, with an emphasis on environmental stewardship in financial decision-making.
Work Environment
This role operates in a professional office setting with regular use of computers and phones. Occasional local travel may be required for client meetings or industry events.
