Mortgage Relationship Officer (Title Commensurate with Experience) - OH

Bankers' Bank; Dublin (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Bankers' Bank is seeking a Mortgage Relationship Officer to serve Ohio, Michigan and Indiana and act as the primary liaison for our Correspondent Bankers. This role will report to the Senior Vice President/Mortgage and includes training and onboarding responsibilities for customers.

The ideal candidate has a bachelor’s degree in banking, accounting, or related field with five or more years of residential mortgage experience, and working knowledge of mortgage origination systems (Encompass

Qualifications

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

Responsibilities

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

Skills

Relationship Management

Mortgage Knowledge

Encompass

Sales Presentations

Onboarding

Customer Service

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.