SUMMARY:
In the highly visible role, you will build mortgage pipeline by proactively developing business contacts through outside calling efforts that include but are not limited to realtors, CPA, & lawyers in order to achieve qualified mortgage customers; Take applications; collect and analyze applicant information; manage customers through the entire loan process; attend closings.A typical day might include the following:
- Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying mortgage loan system improvements.
- Attract new mortgage loan applications by developing relationships within the community, specifically with the real estate community, making sales calls to prospective customers.
- Have thorough understanding of underwriting criteria and guidelines of Heartland’s numerous products offered.
- Ensure a continual volume of loan clients, applications, and closing for purchase or refinance.
- Keep an error-free client file and make sure all borrower specific information, financing disclosure statements and closing are well filed and stored according to the standards of the state law.
- Collaborate with bank branch staff in cross-selling bank products and services after identifying financial needs.
- Visit real estate offices; make cold calls and attend industry events. Maintain relationship with secondary market loan originators to ensure competitive program.
