Mortgage Loan Officer

Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 100,000 - 250,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Attention to detail","Self-motivation","Adaptability"]

Build and deepen customer and referral relationships to drive residential mortgage sales. Interview new and existing clients to understand loan needs, recommend appropriate mortgage products, terms, and pricing, and gather required information. Prepare complete mortgage applications while following SAFE Act procedures and policies, aiming to meet sales and referral goals. Grow a local referral network and participate in community and professional development activities to expand market share.

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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: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Build and deepen customer and referral relationships to drive residential mortgage sales. Interview new and existing clients to understand loan needs, recommend appropriate mortgage products, terms, and pricing, and gather required information. Prepare complete mortgage applications while following SAFE Act procedures and policies, aiming to meet sales and referral goals. Grow a local referral network and participate in community and professional development activities to expand market share.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop and maintain referral relationships (e.g., realtors, builders, and professional/personal contacts) to generate mortgage lending opportunities.
  • •Interview customers to determine loan needs and advise on appropriate products, terms, and pricing.
  • •Collect required information and generate complete mortgage applications while following procedures and policies.
  • •Achieve sales and referral goals by delivering a strong customer experience.
  • •Participate in business development, community efforts to promote home ownership, and professional organizations to grow capabilities and relationships.

Pay and Benefits

Salary: USD 100,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeavePaid LeaveLearning BudgetWellness StipendFlexible Work

Key Requirements

  • •BA/BS degree preferred or equivalent experience in residential mortgage sales.
  • •Two plus years of retail residential mortgage sales experience.
  • •Documented residential mortgage loan volume of at least $8 million in the past 12 months.
  • •Established relationships with local referral networks.
  • •Meet SAFE Act requirements, including successful background checks and obtaining a Unique Identifier from the NMLS.
Experience:2+ yearsMortgage lendingResidential mortgagesRetail mortgage sales
Education:Bachelor's
Skills:Customer serviceCommunicationAttention to detailSelf-motivationAdaptability
Tech Stack:SAFE ActNMLSLaptop technology

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