About This Role
Managing a portfolio of customer relationships and seeking new opportunities, the Mortgage Loan Officer recommends loan solutions in accordance with lending guidelines and clients' requirements. This role involves sales calls and collaborating with internal and external stakeholders to complete mortgage transactions.
Responsibilities
- Recommend loan solutions in accordance with lending guidelines and clients' requirements
- Manage a portfolio of customer relationships
- Seek prospective opportunities to retain and/or develop new clients
- Responsible for sales calls
- Develop and prepare loan solutions and refer products and services
- Review documentation to ensure compliance
- Manage customer pipeline for efficiency
- Collaborate with internal and external stakeholders to complete mortgage transactions
- Collect and analyze customer financial information for multifaceted and/or complex borrowers
Requirements
- Customer Focused: Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk: Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
- Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
Nice to have:
- Banking Products
- Client Prospecting
- Customer Relationships
- Customer Solutions
- Documentations
- Innovation
- Mortgages
- Sales
- Customer Experience Management
- Effective Communications
- Financial Analysis
- Loan Origination
- Matrix Management
- Mortgage Products
- Sales Tasks And Activities
- Scheduling Work and Activities
- Selling
Benefits
- Comprehensive range of benefits to help meet your needs now and in the future
