Mortgage Solutions Advisor (OC) - Grow Relationships & Loans

PNC Financial Services Group, Inc.; Irvine (CA); On-site; USD 37,000 - 38,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company matching

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. in Irvine, CA, is seeking a Mortgage Loan Officer to manage client relationships and recommend loan solutions within lending guidelines.

Based in the greater Orange County region, you will handle a portfolio of borrowers and drive new business with a focus on customer service and regulatory compliance. Ideal candidates have proven production history; the role emphasizes in-office work culture, collaboration with internal and external partners, and opportunity

Qualifications

• No university degree required; some roles may be considered with related experience.
• Role typically requires a university/college degree with < 1 year of professional experience; exceptions may apply.
• In lieu of a degree, a combination of education, certifications, and military service may be considered.

Responsibilities

• Recommends loan solutions in accordance with lending guidelines and clients' requirements.
• Manages a portfolio of customer relationships and pursues opportunities to retain or develop new clients.
• Performs sales calls and develops loan solutions; reviews documentation to ensure compliance.
• Manages customer pipeline for efficiency and collaborates with stakeholders to complete mortgage transactions.
• Collects and analyzes customer financial information for complex borrowers.

Skills

Banking Products

Client Prospecting

Customer Relationships

Customer Solutions

Documentations

Innovation

Mortgages

Sales Competencies

Customer Experience Management

Effective Communications

Financial Analysis

Loan Origination

Matrix Management

Mortgage Products

Sales Tasks And Activities

Scheduling Work and Activities

Selling

Education

No Degree

Job description

PNC Financial Services Group, Inc. in Irvine, CA, is seeking a Mortgage Loan Officer to manage client relationships and recommend loan solutions within lending guidelines.

Based in the greater Orange County region, you will handle a portfolio of borrowers and drive new business with a focus on customer service and regulatory compliance. Ideal candidates have proven production history; the role emphasizes in-office work culture, collaboration with internal and external partners, and opportunity