Mortgage Loan Officer

Citizens Bank
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Customer service","Relationship building","Communication","Self-motivation","Adaptability"]

Deepen client relationships and generate new mortgage lending opportunities by proactively building a quality referral network and collaborating across banking, lending, and investing partners. Interview new and existing customers to understand loan needs, advise on suitable products, terms, and pricing, and gather required information to produce complete mortgage applications. Drive outstanding customer service, achieve sales/referral goals, and meet branch and personal objectives in a regulated SAFE Act environment.

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Citizens Bank
Citizens Bank
1 day ago

Mortgage Loan Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Deepen client relationships and generate new mortgage lending opportunities by proactively building a quality referral network and collaborating across banking, lending, and investing partners. Interview new and existing customers to understand loan needs, advise on suitable products, terms, and pricing, and gather required information to produce complete mortgage applications. Drive outstanding customer service, achieve sales/referral goals, and meet branch and personal objectives in a regulated SAFE Act environment.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Go above and beyond for customers to deliver outstanding customer service.
  • •Drive sales by achieving sales and referral goals through a positive customer experience.
  • •Build and expand a book of business by proactively developing customer and referral relationships.
  • •Interview new and existing customers to determine loan needs and advise on appropriate products, terms, and pricing.
  • •Generate complete mortgage applications and ensure required information, procedures, and policies are followed while meeting sales goals.

Key Requirements

  • •BA/BS degree preferred or equivalent experience in residential mortgage sales.
  • •Two or more 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 communicate clearly and effectively verbally and in writing; strong computer/laptop skills.
Experience:2+ years
Education:Bachelor's
Skills:Customer serviceRelationship buildingCommunicationSelf-motivationAdaptability
Licenses:SAFE ActNMLS
Tech Stack:Laptop 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