Exercise discretion and independent judgment in profiling customer’s financial situation and assessing the customer’s mortgage needs. Match customers with appropriate mortgage from the full range of available mortgage products based on a thoughtful and thorough evaluation of the customer’s needs; meet or exceed established sales goals by effectively matching customers with the products and services that best fit their needs. Develop business relationships with Centers of Influence (COI’s) outside the bank to increase loan volume. Provide a high level of customer service. Create and administer a mutually beneficial referral relationship with all partners at FirstMerit
High school graduate or the equivalent with 4 years in residential mortgage lending experience. Knowledge
of all residential mortgage products. Must be able to successfully register with the National Mortgage Licensing System (NMLS). Excellent verbal communication skills and telephone etiquette. Must be organized and able to handle pressure. Above average problem-solving skills. Must be a self-starter and take initiative.
4 year degree preferred (no prior experience required). Knowledge of FHA/VA guidelines. Familiarity with
laptop origination systems. Industry contact with Realtors and Builders.