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Description
title: resolves outstanding issues in order to complete the mortgage origination.
maintain relationship by providing superior cusotmer consultation, counseling and serivce, advice.
partner with co-workers to meet with and advise custmoers regarding their finacnial needs.can function well within formal and dotted line reporting relationships.
balance internal and external sourcing.
meets minimum performance standards (determined by region manager).loan officer - tx - spring - kuykendahl
location: tx-spring
as a chsae loan officer, you will proomte and makret the firm's mortgage proudcts to clients, team members and partners inside and outside the branch footprint.
use sound judgment and work independently, but be part of a team driving towards shared finacnial goals of the firm.
recognize personal bankers & the branch team by advising and consulting regarding the financial mortgage products and opportunities.is seen as a team player. builds and maintains good relationships with customers.
duties include:
obtain mortgage loans from referral sources including but not limited to: bank branch customers, existing clients and realtors.
using sound judgment and effective marketing and promotion techniques
assess and evaluate cusotmer's financial needs to build strong relationships with customers following-up on a regular basis.
identify opportunities to expand client relationships and leverage cross-selling and promotional opportunities.
ability to actively listen and detemrine what financial products meet the customer's needs and circumtsances.
market and promote the financial products offreed by the firm.
jpmrogan chase is an eqaul opporutnity and affiramtive aciton empolyer, m/f/d/v.
determine and recommend financial proudct and service soluitons for customers baesd on anaylsis of customer finnaces and customer's needs and objectives.market and cross-refer products that meet customers' financial needs and objectives,
promote.
customer (external): build customer perception as the mortgage expert. colleagues and management,
communicate effectively with peers.
market and promote the financial mortgage products to the branch teams.exhibits consultative sales and promotional experience to provide recommendations based on financial analysis and acumen, product knowledge and knowledge of the customer's financial needs, goals and circumstances.
coordinate all aspects of the mortgage application process.
keep personal bankers and branch managers informed on status of client relationship and needs and objectives.
minimum of three years of mortgage lending or mortgage banking experience
college degree or 4 years equivalent work experience in sales and/or real estate is required
sales and consulting skills required
excellent written and oral communication skills
knowledge of real estate market in local area
knowledge of fha, fhlmc guidelines
fha/va sales experience preferred
intermediate pc skills required in a windows environment
bilingual spanish preferred
internal: ability to develop a strong partnership with the assigned retail bank stores including tellers and personal bankers to promote mortgage loan originations (in footprint territories), va, fnma.
be the premier partner (in footprint territories)
respond to customer needs and inquiries within 24 hours.
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