Lead Mortgage Loan Officer & Team Coach

PNC; Concord (CA); On-site; USD 37,000 - 42,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with match

Pension and stock plan

Dependent care assistance

Life insurance

Disability protection

Paid holidays

Vacation days

Job summary

PNC is seeking a Mortgage Supervising Loan Officer based in the East Bay, CA market (Walnut Creek, Concord, Fremont) to lead a small team and manage a portfolio of client relationships. The role involves recommending loan solutions, growing the sales force, and ensuring compliance across mortgage transactions.

Ideal candidates will have 2+ years of relevant experience; PNC emphasizes in-office collaboration, risk management, and a customer-focused culture in this position.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Recommends loan solutions in accordance with lending guidelines and clients' requirements.
• Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
• Manages a portfolio of customer relationships.
• Seeks prospective opportunities to retain and/or develop new clients.
• Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
• Grows, retains and develops an effective sales force to cover the geography of the market.
• Manages own and team's pipeline for efficiency.
• Collaborates with internal and external stakeholders to complete mortgage transactions.
• Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

Skills

Banking products

Client prospecting

Customer relationships

Customer solutions

Documentation

Innovation

Mortgages

Sales competencies

Customer experience

Effective communications

Financial analysis

Loan origination

Matrix management

Mortgage products

Sales tasks

Selling

Education

No Degree

Job description

PNC is seeking a Mortgage Supervising Loan Officer based in the East Bay, CA market (Walnut Creek, Concord, Fremont) to lead a small team and manage a portfolio of client relationships. The role involves recommending loan solutions, growing the sales force, and ensuring compliance across mortgage transactions.

Ideal candidates will have 2+ years of relevant experience; PNC emphasizes in-office collaboration, risk management, and a customer-focused culture in this position.