Mortgage Solutions Specialist: Grow Client Relationships

PNC Financial Services Group, Inc.; New Jersey; On-site; USD 50,000 - 83,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a mortgage-focused professional to manage customer relationships and originate loans.

The role involves evaluating client needs, preparing loan solutions, and coordinating with internal partners to close mortgage transactions. The candidate will prospect new clients, conduct sales calls, and maintain a robust pipeline while adhering to lending guidelines and risk management practices.

Qualifications

• Bachelor’s degree not required.
• No specific certifications listed.

Responsibilities

• Recommends loan solutions in accordance with lending guidelines and clients' requirements.
• Manages a portfolio of customer relationships.
• Seeks prospective opportunities to retain and/or develop new clients.
• Responsible for sales calls.
• Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance.
• Manages customer pipeline for efficiency.
• Collaborates with internal and external stakeholders to complete mortgage transactions.
• Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

Skills

Banking Products

Client Prospecting

Customer Relationships

Customer Solutions

Documentations

Innovation

Mortgages

Sales Competencies

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. is seeking a mortgage-focused professional to manage customer relationships and originate loans.

The role involves evaluating client needs, preparing loan solutions, and coordinating with internal partners to close mortgage transactions. The candidate will prospect new clients, conduct sales calls, and maintain a robust pipeline while adhering to lending guidelines and risk management practices.