Mortgage Banking Consultant: Lead Relationships & Loans

First National Bank; Durham (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

First National Bank is seeking a Mortgage Banking Consultant to originate residential loans through internal and external referrals. You will counsel customers on lending options, support sales activities, and manage the loan pipeline from initial documentation to closing dates.

Ideal candidates have strong customer service and communication skills, with the ability to build relationships and meet production goals.

Qualifications

• Excellent customer service and strong communication skills.
• Ability to manage multiple tasks with strong organization.
• Comfort with general office equipment and standard software.

Responsibilities

• Originates residential mortgage loans from internal and external referrals.
• Counsels customers on lending options to meet needs.
• Supports banking partnerships and sales activities.
• Manages loan pipeline to meet milestones like documentation and closing dates.
• Provides feedback to management on process efficiencies and customer experience.

Skills

MS Word

MS Excel

MS PowerPoint

Customer service

Communication

Organization

PC usage

Job-related software

Education

High School or GED

BS/BA preferred

Job description

First National Bank is seeking a Mortgage Banking Consultant to originate residential loans through internal and external referrals. You will counsel customers on lending options, support sales activities, and manage the loan pipeline from initial documentation to closing dates.

Ideal candidates have strong customer service and communication skills, with the ability to build relationships and meet production goals.