Senior Mortgage Loan Officer

The Park Bank; Madison (WI); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision packages

Hybrid work schedule

PTO and holidays

Job summary

The Park Bank seeks a Senior Mortgage Loan Officer in Madison, WI to lead its mortgage lending growth in Dane County. You’ll network, prospect, and build referral sources while selling Park Bank products to create strong banking relationships.

You will collaborate with Mortgage Loan Operations and Branch Banking Associates to ensure a smooth client experience from application through close, mentoring peers and driving 60%+ of annual production from new loans.

Qualifications

• Minimum 3–5 years related work experience; or equivalent education/experience.
• FACT Act and NMLS certifiable. Bondable by Bank Insurance Carrier.

Responsibilities

• Attend networking industry functions as needed.
• Perform daily cold calling activities as prescribed by sales plan.
• Develop external relationships with realtors, attorneys, businesses, and employers.
• Aim for 60%+ of annual production from new mortgage loans to Park Bank.
• Maintain ongoing communication of status with clients and referral sources.
• Identify correct product matches for client needs and coordinate referrals.
• Provide exemplary service across retail, commercial, and executive departments.
• Initiate applications and disclosures for mortgage loans prospected; gather required documents.
• Coordinate a successful loan close and hand off to partners.
• Mentor less experienced Mortgage Advisors and contribute to team projects.

Skills

External prospecting

Networking

Cold calling

Relationship building

Education

High School Diploma or equivalent

Associate’s Degree in Business or Banking

Job description

Description

Park Bank is hiring for our next Senior Mortgage Loan Officer, and we want to talk with you! The Senior Mortgage Loan Officer serves to help Park Bank lead the mortgage lending business in Dane County – join a stellar, top performing Mortgage Lending team and take our mortgage lending function to the next level in 2027! Working alongside some of THE most talented mortgage lenders in the business, you’ll thrive in a supportive, engaging environment as you help your fellow Madison/Dane County-and find their first, next, or dream home. Park Bank is a community bank – if you’re looking to shift your mortgage lending career to a truly community focused institution (we mean it, it's what we do!), and plant your roots somewhere long term, then consider applying today!

As Park Bank’s next Senior Mortgage Loan Officer, you have several years of mortgage lending experience - both networking and organic relationship building come naturally to you. You are passionate about external prospecting and driven to continue identifying opportunities to connect with potential clients and referral sources in the community. Selling Park Bank products and services will come naturally to you, as your authentic desire to connect with and help those around you results in banking & lending relationships being formed. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources maybe. You are plugged into the community and enjoy having a meaningful impact on people and organizations. Collaborating with your fellow associates (Mortgage Loan Operations, Branch Banking Associates, etc.) is where you shine, ensuring a smooth experience for all involved.

Essential Functions & Duties

• Occasionally attend networking industry functions such as trade shows, professional groups, etc.
• Perform daily cold calling activities as prescribed by sales plan
• Seek and work to uncover sales/partner development with an emphasis in external relationships (realtors, attorneys, businesses, employers)
• Meet or exceed general goal that 60% or > of annual production are new mortgage loans to the bank
• Perform level of sales activity that allows them to meet or exceed positions minimum goals
• Search for and attend non-industry functions (non-traditional referral sources)
• Communicate reliable status reports with clients and referral sources during and/or outside normal work hours
• Identify and match correct product to client situation and needs
• Maintain an exemplary client experience
• Respond to and manage internal (branch, management and executive) sales referrals
• Coordinate non-mortgage product referrals to appropriate branch staff
• Provide reliable, energetic, enthusiastic service across retail, commercial and executive departments within the Bank
• Initiate the application and initial disclosures for mortgage loans prospected
• Assist in identifying minimum required documents as per Desk top underwriter or Park Bank Guidelines
• Hand off loan requests to business line partners
• Coordinate a successful close
• Provides mentorship to less experienced Mortgage Advisors and delivers product and service knowledge to their peers
• Participates in and provides thorough leadership for projects and initiatives

Qualifications

Required Education and Experience

• High School Diploma or equivalent
• Minimum 3-5 years related work experience; or equivalent combination of education and experience

Preferred Education and Experience

• Associate’s Degree in Business or Banking related field

Additional Eligibility Requirements

• FACT Act and NMLS Certifiable
• Bondable by Bank Insurance Carrier

Why Work for Park Bank?

• Robust Benefit Package Including Medical, Dental, Vision, etc.
• Four Different Benefit Packages to Choose What Fits Your Needs Best
• 10 Paid Holidays (Including Your Birthday)
• PTO That Increases Each Year of Service
• Generous 401K Company Match
• Wellness Reimbursement Program
• Associate Resource Groups (ARGs)
• Eligibility to participate in Bank-wide Bonus Program
• Hybrid Work Schedule Available
• And more!

• Park Bank is a drug free workplace. All candidates selected for new employment with PARK BANK will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
• Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
• Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
• The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.