Mortgage Advisor
Park Bank | |
paid holidays, 401(k) | |
United States, Wisconsin, Madison | |
Feb 04, 2025 | |
Description Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2025! You'll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison - if you're looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today! As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank's 'Let's Get to Next' culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all. 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 inside and outside of bank facilities * Perform level of sales activity that allows them to meet or exceed positions minimum goals * Communicate reliable status reports with clients and referral sources during 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 * Initiate the application and initial disclosures for mortgage loans prospected * Hand off loan requests to business line partners * Coordinate a successful close * Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes * Other duties as assigned Requirements 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 * 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 |