Mortgage Loan Officer

Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 100,000 - 250,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Customer service","Relationship building","Verbal communication","Written communication","Self-motivation"]

Build and maintain referral relationships to generate new residential mortgage lending opportunities. Interview customers to understand short- and long-term loan needs, advise on appropriate mortgage products, terms, and pricing, and gather required information to complete applications. Drive sales and referral goals through outstanding customer service, proactive outreach, and continuous improvement in productivity and communication. Participate in business development and community/homeownership efforts while meeting mortgage sales objectives.

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Citizens Bank
Citizens Bank
3 days ago

Mortgage Loan Officer

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Build and maintain referral relationships to generate new residential mortgage lending opportunities. Interview customers to understand short- and long-term loan needs, advise on appropriate mortgage products, terms, and pricing, and gather required information to complete applications. Drive sales and referral goals through outstanding customer service, proactive outreach, and continuous improvement in productivity and communication. Participate in business development and community/homeownership efforts while meeting mortgage sales objectives.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Proactively identify, build, and maintain business relationships that generate mortgage referral opportunities.
  • •Interview new and existing customers to determine loan needs and advise on suitable products, terms, and pricing.
  • •Gather additional required information and generate complete mortgage applications while following procedures and policies.
  • •Drive sales and referral goals by delivering outstanding customer service and a positive customer experience.
  • •Meet sales goals through consistent personal productivity improvements and participation in capability-building opportunities.

Pay and Benefits

Salary: USD 100,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirementMaternity LeavePaternity LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •BA/BS degree preferred or equivalent experience in residential mortgage sales.
  • •2+ years of retail residential mortgage sales experience.
  • •Documented residential mortgage loan volume in the past 12 months of at least $8 million.
  • •Established relationships with local referral networks.
  • •Ability to meet and follow SAFE Act requirements, including required background checks and obtaining a Unique Identifier from the NMLS.
Experience:2+ yearsMortgage lendingResidential mortgage salesRetail banking
Education:Bachelor's
Skills:Customer serviceRelationship buildingVerbal communicationWritten communicationSelf-motivation
Certifications:SAFE ActNMLS
Languages:US

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website