Mortgage Banking Advisor

WSFS Bank; United States; On-site; USD 39,731 - 48,560; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid parental and vacation leave

Job summary

WSFS Bank is seeking dedicated individuals for a role in residential mortgage sales where you will engage with customers, assist with loans, and ensure smooth transactions. You will work directly with clients to set expectations, confirm appointments, and support Mortgage Loan Originators.

The successful candidate should have a Bachelor’s degree, sales experience, and strong communication skills. This role requires traveling to customer locations for loan closings, primarily in nearby regions. A range of benefits is offered including medical coverage and 401(k).

Qualifications

• Must have previous sales and customer service experience.
• Must be registered or able to register with the NMLS.
• Excellent oral and written communication skills are required.

Responsibilities

• Work with customers to set expectations around appointments and loan statuses.
• Provide marketing support to Mortgage Loan Originators.
• Attend in-person loan closings and travel to locations as necessary.

Skills

Sales experience

Customer service skills

Excellent communication skills

Problem-solving ability

Education

Bachelor’s Degree in business-related field

Job description

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities.

Job Responsibilities

• Work with customers to set expectations around appointments, loan statuses, rate inquiries, and other information.
• Confirm appointments and review documents with customers at the time of the applications to ensure efficiency.
• Provide marketing support to Mortgage Loan Originators and act as a liaison between customers and MLOs.
• Attend in‑person loan closings at customers’ homes or places of business and be willing and able to travel to locations in Philadelphia, southeastern Pennsylvania, and Delaware.
• Be self‑motivated, able to work in a dynamic team environment, ambitious, and looking to pursue a career in residential mortgage sales.

Minimum Qualifications

• Must have a Bachelor’s Degree in a business‑related field or equivalent work experience.
• Must have previous sales and customer service experience.
• Must have the ability to travel to different bank and customer locations to perform loan closings.
• Must be registered or be able to register with the Nationwide Mortgage Licensing System (NMLS).
• Previous experience in residential mortgage originations is preferred.
• Must have excellent oral and written communication skills.
• Must have the ability to resolve problems quickly and independently.
• Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority.
• WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future.

Salary Range

$44,146 - $44,146 (base salary) plus commissions based on individual production.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Flexible spending accounts (FSAs) and health savings accounts (HSAs)
• Wellness programs
• Paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays

Equal Employment Opportunity Statement

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.