Community Mortgage Advisor — Outside Sales & Impact

City National Bank; Oregon; Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) matching

Career development

Paid time off

Volunteer time

Job summary

City National Bank seeks a Community Lending Mortgage Banker to originate residential mortgage loans and promote the bank's mortgage products through outside sales and strategic referrals. You will meet clients on-site or at referral sources, assess needs, and present multiple mortgage solutions while ensuring compliance with TRID and SAFE Act requirements.

Responsibilities include building a network of realtors, attorneys, CPAs, and financial advisors, coordinating with processing and

Qualifications

• Outside sales experience selling residential mortgage products.
• Experience providing loan guidance and counseling.
• Proven ability to build referral networks and source new business.

Responsibilities

• Originate residential mortgage loans and related products.
• Meet with clients at their locations to assess needs and present solutions.
• Coordinate with processing and underwriting to ensure timely, compliant processing.
• Develop sourcing strategies and achieve sales goals.
• Maintain relationships with referral sources and civic organizations.

Skills

Outside Sales

Mortgage loans

Customer counseling

Networking

Education

High School Diploma

BA/BS preferred

Tools

Salesforce

Blend

Net Oxygen

Job description

City National Bank seeks a Community Lending Mortgage Banker to originate residential mortgage loans and promote the bank's mortgage products through outside sales and strategic referrals. You will meet clients on-site or at referral sources, assess needs, and present multiple mortgage solutions while ensuring compliance with TRID and SAFE Act requirements.

Responsibilities include building a network of realtors, attorneys, CPAs, and financial advisors, coordinating with processing and