Mortgage Solutions Advisor

PNC Financial Services Group, Inc.; Boston (MA); On-site; USD 33,696 - 41,184; Full time

Job summary

The PNC Financial Services Group, Inc. in Boston is seeking a Mortgage Loan Officer to advise clients on loan options and manage a growing portfolio. This in-office role focuses on delivering tailored mortgage solutions, gathering financial information, and coordinating with internal teams to complete transactions.

You will develop new client relationships, perform needs analyses, and ensure compliance with lending guidelines while providing excellent customer service in a fast-paced environment.

Qualifications

• Knowledge of banking products, client prospecting, and mortgage sales.
• Ability to analyze customer needs and develop loan solutions that fit.
• Experience with documenting and processing loan applications per guidelines.

Responsibilities

• Recommends loan solutions in accordance with lending guidelines and clients' requirements.
• Manages a portfolio of customer relationships and develops new opportunities.
• Drives sales calls and collaborates with stakeholders to complete mortgage transactions.

Skills

Banking Products

Client Prospecting

Customer Relationships

Customer Solutions

Documentations

Innovation

Mortgages

Sales

Job description

The PNC Financial Services Group, Inc. in Boston is seeking a Mortgage Loan Officer to advise clients on loan options and manage a growing portfolio. This in-office role focuses on delivering tailored mortgage solutions, gathering financial information, and coordinating with internal teams to complete transactions.

You will develop new client relationships, perform needs analyses, and ensure compliance with lending guidelines while providing excellent customer service in a fast-paced environment.