MORTGAGE LOAN SPECIALIST-CHULA VISTA, CA - REQCODE 1200079857
Job Field: Legal Jobs
Location: Chula Vista, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>The Mortgage Loan Specialist MLS aligned to a
Banking Center manages mortgage referrals
originating from Banking Centers. The MLS provides
local coverage for the Banking Center and will
focus on building relationships with and coaching
BC associates on mortgage products, how to
identify mortgage opportunities and best practice
referral strategies. Focus on identifying
opportunities to deepen customer relationships by
referring back to consumer partners and
specialists with the center. In addition to the BC
referrals, sales revenue is also developed through
repeat business and limited self-sourcing from
relationships with local realtors and/or builders.
They work with new and existing customers through
the mortgage application process, including
analyze of financial data, credit, determine
pricing, product selection, document collection
and kept informed routines.
Required Skills
Mortgage sales experience desired 2 years
Demonstrated understanding of the mortgage loan
process
Understands complex federal mortgage regulations
Ability to analyze and comprehend complex
financial data and recommend appropriate financial
solutions
Provides exceptional customer service at all
stages of the process
Professional and effective interpersonal skills
Solid time management skills and the ability to
organize, prioritize and perform multiple tasks
simultaneously
Demonstrated ability to navigate successfully in a
highly complex and matrix environment
Banking center experience as a manager or senior
seller, helpful
Proven success in meeting/exceeding sales
production goals
Other financial services sales experience helpful
Experience with self-sourcing desired
Demonstrated ability to effectively coach others
Ability to work as part of a team, lead and
influence teammates on mortgage business
priorities
Professional and effective interpersonal skills
Strong computer skills including a fundamental
understanding of standard office applications
Solid time management skills and the ability to
organize, prioritize and perform multiple tasks
simultaneously
Ability to communicate clearly and effectively,
both verbally and in writing, across a variety of
audiences
Drive mortgage sales in the Banking Center
Drive majority of sales production on new mortgage
business by selling all 1st mortgage products in
assigned Banking Centers through existing and
prospective mortgage referrals
Manage referrals end-to-end from assigned Banking
Center to ensure effective fulfillment and timely
closing
KEY REQUIREMENTS:
None Not stated