Community Mortgage Advisor

The Park Bank; Madison (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Robust Benefit Package Including Medical, Dental, Vision

10 Paid Holidays

Generous 401K Company Match

Wellness Reimbursement Program

Job summary

A community-focused banking institution in Madison, Wisconsin is looking for a driven Mortgage Advisor to join their team. In this role, you will leverage your mortgage product knowledge to build strong client relationships and meet sales goals. Responsibilities include attending networking events, managing sales referrals, and ensuring a positive client experience. The position offers a robust benefits package including medical, dental, and generous PTO policies, all aimed at supporting your professional and personal well-being.

Qualifications

• Minimum 3-5 years related work experience in mortgage advising or sales.
• Strong independent knowledge of mortgage products.
• Certifiable under FACT Act and NMLS.

Responsibilities

• Attend networking industry functions to build relationships.
• Perform daily cold calling as per sales plan.
• Maintain exemplary client experience and handle sales referrals.
• Coordinate loan requests and ensure successful closings.

Skills

Client relationships

Sales activities

Mortgage product knowledge

Networking

Education

High School Diploma or equivalent

Associate’s Degree in Business or Banking

Job description

A community-focused banking institution in Madison, Wisconsin is looking for a driven Mortgage Advisor to join their team. In this role, you will leverage your mortgage product knowledge to build strong client relationships and meet sales goals. Responsibilities include attending networking events, managing sales referrals, and ensuring a positive client experience. The position offers a robust benefits package including medical, dental, and generous PTO policies, all aimed at supporting your professional and personal well-being.