What are the responsibilities and job description for the Mortgage Banking Consultant position at F.N.B. Corporation?
Primary Office Location:
1 Town Square Blvd Suite 160. Asheville, North Carolina. 28803.
Join our team. Make a difference - for us and for your future.
Position Title: Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
1 Town Square Blvd Suite 160. Asheville, North Carolina. 28803.
Join our team. Make a difference - for us and for your future.
Position Title: Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Mortgage Advisor
United Federal Credit Union -
Asheville, NC
