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

Paid holidays

PTO increases with service

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.
• FACT Act and NMLS Certifiable.
• Bondable by Bank Insurance Carrier.

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.
• Communicate reliable status reports with clients and referral sources during work hours.
• Identify and match correct mortgage products to client needs.

Skills

Client relationships

Sales activities

Mortgage product knowledge

Networking

Education

High School Diploma or equivalent

Associate’s Degree in Business or Banking

Job description

Description

Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2026. You’ll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison – if you’re looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today!

As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.

Essential Functions & Duties

• Occasionally attend networking industry functions such as trade shows, professional groups, etc.
• Perform daily cold calling activities as prescribed by sales plan
• Seek and work to uncover sales/partner development inside and outside of bank facilities
• Perform level of sales activity that allows them to meet or exceed positions minimum goals
• Communicate reliable status reports with clients and referral sources during normal work hours
• Identify and match correct product to client situation and needs
• Maintain an exemplary client experience
• Respond to and manage internal (branch, management and executive) sales referrals
• Initiate the application and initial disclosures for mortgage loans prospected
• Hand off loan requests to business line partners
• Coordinate a successful close
• Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
• Other duties as assigned

Requirements

Required Education and Experience

• High School Diploma or equivalent
• Minimum 3-5 years related work experience; or equivalent combination of education and experience

Preferred Education and Experience

• Associate’s Degree in Business or Banking related field

Additional Eligibility Requirements

• FACT Act and NMLS Certifiable
• Bondable by Bank Insurance Carrier

Why Work for Park Bank?

• Robust Benefit Package Including Medical, Dental, Vision, etc.
• Four Different Benefit Packages to Choose What Fits Your Needs Best
• 10 Paid Holidays (Including Your Birthday)
• PTO That Increases Each Year of Service
• Generous 401K Company Match
• Wellness Reimbursement Program
• Associate Resource Groups (ARGs)
• Eligibility to participate in Bank-wide Bonus Program
• And more!

• Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
• Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
• Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
• Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: [e-mail] or 608.301.8674.
• The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
• Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage