Webster Five is a progressive community bank; a team of diverse, fun, and passionate people; and an organization committed to providing a seamless, modern, friendly, and convenient omni-channel experience to customers across Massachusetts.
Essential Duties and Responsibilities:
- Executes effective residential mortgage marketing plans to meet or exceed agreed upon residential mortgage production goals.
- Customarily and regularly makes business development and sales calls on mortgage loan prospects and customers at their places of business and solicits mortgage loan applications.
- Identifies, develops and maintains referral contacts, including realtors, builders, professional and community contacts.
- Participates in diverse community activities to foster and cultivate network relationships.
- Provides mortgage clients sound mortgage advice based on a full understanding of client needs as well as the Bank’s residential mortgage products and their benefits.
- Continually develops and maintains specialized knowledge of internal, regulatory and secondary market guidelines. Acquires and maintains comprehensive understanding of all products offered.
- Assists Mortgage Loan Processor with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review.
- Plays a key role in facilitating the processing of the loan to achieve customer satisfaction and meet investor requirements. Responds to and resolves customer issues and may participate in obtaining required documents from the applicant throughout the process.
- Ensures compliance with internal, regulatory and secondary market guidelines.
WORK ENVIRONMENT AND PHYSICAL DEMANDS: May be required to travel locally and work a flexible schedule. Ability to stay in a stationary position, operate a computer, and move inside the workplace and for external business purposes and exchange information. Frequent use of office equipment requiring manual dexterity and visual attention. Extensive repetitive finger and hand movements
PHYSICAL REQUIREMENTS: Normal office environment requirements. Frequent use of office equipment requiring manual dexterity and visual attention. Extensive repetitive finger and hand movements. Sensory ability required to see, hear and touch. On-call and extended hours availability.
MINIMUM EDUCATION: Associate degree in Business Administration or equivalent work experience.
MINIMUM PRIOR EXPERIENCE: 0-2 years’ experience in residential mortgage, retail lending, or sales.
Webster Five is an equal opportunity employer. We are committed to fostering and championing a culture of inclusion, equity, and diversity. Accommodations are available for applicants with disabilities.
Job Type: Full-time
Work setting:
Work Location: Hybrid remote in Auburn, MA 01501