Mortgage Relationship Officer (Title Commensurate with Experience) - IN

Bankers' Bank; Carmel (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

Bankers' Bank seeks a Mortgage Relationship Officer to provide expert knowledge and service for our expanding market. This role partners with the Senior VP/Mortgage, serving as primary liaison for Correspondent Bankers and coordinating onboarding and training on our product suite.

The ideal candidate has a bachelor's degree in banking or related field and five+ years of residential mortgage experience, with working knowledge of Encompass and mortgage compliance. Indiana region exposure preferred.

Qualifications

• Bachelor’s degree in banking, accounting, business, or related field required.
• Five or more years of residential mortgage experience or equivalent.
• Working knowledge of mortgage origination systems (Encompass preferred) and mortgage compliance.

Responsibilities

• Serve as primary mortgage liaison for Correspondent Bankers; drive relationship management.
• Coordinate and conduct sales presentations and onboarding for new customers.
• Collaborate with mortgage processing, underwriting, servicing teams, and managers.

Skills

Mortgage knowledge

Client relations

Presentation skills

Team collaboration

Education

Bachelor's degree in banking, accounting, business, or related field

Tools

Encompass

Job description

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets dedicated to supporting community banks for more than 40 years. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.

We are seeking a customer-focused Mortgage Relationship Officer (Title Commensurate with Experience) to provide exceptional knowledge and service to our expanding market. This role reports to, and collaborates with, the Senior Vice President/Mortgage to identify potential opportunities and is the primary resource and liaison for our Correspondent Bankers. This position also facilitates customer training and onboarding to our product/service suite. This position will be located within the Eastern portion of our region, serving Ohio, Michigan, and Indiana.

Responsibilities Include:

Sales/Relationship Management (80%)

• Primary mortgage resource/liaison for Correspondent Bankers
• Coordinates and facilitates sales presentations via WebEx or onsite and assists with technical and operational inquires
• On-boards new customers
• Participates in researching and identifying potential mortgage opportunities

Customer Service (15%)

• Conducts proactive check-in calls with current customers and resolves customer inquiries
• Works with mortgage processing, underwriting, servicing teams and mortgage team managers
• Subject matter expert for Encompass questions and issues

Administrative (5%)

• Collaborates with Mortgage department to develop and update training materials
• Creates and implements customized BB Connect websites for approved customers

Ideal candidate will possess a bachelor's degree in banking, accounting, business, or related field, along with five or more years of residential mortgage experience, or an equivalent combination of education and experience to perform the position functions. Working knowledge of mortgage loan origination systems (Encompass preferred) and working knowledge of mortgage compliance.