Senior Mortgage Loan Officer

Jobtailor; Pennsylvania; On-site; USD 42,000 - 72,000; Full time

Job summary

PNC is seeking a Mortgage Loan Advisor to recommend loan solutions to existing customers and prospects, manage client relationships, and collaborate with stakeholders to complete mortgage transactions. You will review documentation for compliance and analyze borrower financial information for complex cases.

The role emphasizes customer-focused solutions and regulatory alignment. The position supports a portfolio-driven approach within consumer banking, requiring effective communication and

Qualifications

• University/college degree or equivalent with minimal experience
• Knowledge of banking products, mortgages, and sales
• Client prospecting and customer relationship management
• Financial analysis and loan origination
• Effective communications and customer experience management
• Background checks required by CFPB regulations

Responsibilities

• Recommend loan solutions to existing firm customers and prospects
• Manage a portfolio of customer relationships
• Develop and prepare loan solutions and refer products
• Review documentation for compliance
• Collaborate with stakeholders to complete mortgage transactions
• Collect and analyze customer financial information for complex borrowers

Skills

Customer Relationship Management

Financial Analysis

Loan Origination

Compliance Review

Client Prospecting

Education

University/college degree or equivalent

Comparable combination of education/experience

Job description

• Recommend loan solutions to existing firm customers and prospective clients sourced through strategic initiative platforms
• Manage a portfolio of customer relationships
• Seek prospective opportunities to retain and develop new clients
• Develop and prepare loan solutions and refer products and services
• Review documentation to ensure compliance
• Manage the customer pipeline for efficiency
• Collaborate with internal and external stakeholders to complete mortgage transactions
• Collect and analyze customer financial information for multifaceted and complex borrowers
• Apply customer-focused practices and create customized customer solutions
• Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework

Requirements

• University / college degree with less than 1 year of professional experience and/or successful completion of a formal development program typically required for this level
• In lieu of a degree, comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
• Knowledge of banking products, mortgages, mortgage products, and sales
• Client prospecting and customer relationship management
• Customer solutions and documentation
• Financial analysis and loan origination
• Sales tasks and activities, scheduling work and activities, and selling
• Effective communications and customer experience management
• Must satisfy additional background checks required by Consumer Financial Protection Bureau regulations
• No required certification(s)
• No required or preferred language assessments
• PNC will not provide employment visa sponsorship or participate in STEM OPT

Core Competencies

Demonstrates expertise in customer relationship management and financial analysis, with a strong focus on developing customized loan solutions and ensuring compliance with regulatory standards. Proficient in managing customer pipelines and collaborating with stakeholders to facilitate mortgage transactions.

Highest-signal resume keywords

• Customer Relationship Management
• Financial Analysis
• Loan Origination
• Compliance Review
• Client Prospecting

Hard Skills

• Financial Analysis
• Loan Origination
• Documentation Review
• Sales Activities
• Customer Solutions

Soft Skills

• Effective Communication
• Customer Experience Management

Industry Keywords

• Banking Products
• Mortgages
• Mortgage Products
• Enterprise Risk Management
• Consumer Financial Protection Bureau Regulations