What are the responsibilities and job description for the Mortgage advisor position at WSFS Bank?
Description
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more.
We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve.
We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Mortgage Banking Advisor will work with a Mortgage Loan Officer to learn to market and originate residential mortgage loans.
The incumbent will also assistant the Mortgage Loan Officer in daily sales activities.
Job Responsibilities :
- Initially will be responsible for the gathering of all necessary information needed for the processing of mortgage loan requests in a timely, accurate, and professional manner according to bank policy, regulatory compliance guidelines, and legal requirements.
- Responsible for processing applications for review by credit and obtaining documents necessary for the credit decision, reviewing applications and supporting documentation to determine completeness of file, as well as completing data entry and system information as required.
- Over time, the incumbent will initiate communications with customers, loan officers and other involved parties to the transaction to obtain necessary documentation and provide loan status updates to customers and ensure quality customer service.
- Complete on-the-job training with experienced mortgage professionals.
Minimum Qualifications :
- Must have a Bachelor's degree, preferably in Accounting, Finance, Business, or Marketing.
- 1-2 years of previous sales and customer service experience is strongly preferred.
- Prior exposure to residential mortgage lending is preferred.
- Must have excellent oral and written communications skills as well as excellent customer service skills.
- Must have the ability to resolve problems quickly.
- Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Last updated : 2024-09-13