Mortgage Advisor

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Description

Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2025! You’ll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison – if you’re looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today!

As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.

Essential Functions & Duties

• Occasionally attend networking industry functions such as trade shows, professional groups, etc.
• Perform daily cold calling activities as prescribed by sales plan
• Seek and work to uncover sales/partner development inside and outside of bank facilities
• Perform level of sales activity that allows them to meet or exceed positions minimum goals
• Communicate reliable status reports with clients and referral sources during normal work hours
• Identify and match correct product to client situation and needs
• Maintain an exemplary client experience
• Respond to and manage internal (branch, management and executive) sales referrals
• Initiate the application and initial disclosures for mortgage loans prospected
• Hand off loan requests to business line partners
• Coordinate a successful close
• Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
• Other duties as assigned
  
  

Requirements

Required Education and Experience

• High School Diploma or equivalent
• Minimum 3-5 years related work experience; or equivalent combination of education and experience
  
  

Preferred Education And Experience

• Associate’s Degree in Business or Banking related field
  
  

Additional Eligibility Requirements

• FACT Act and NMLS Certifiable
• Bondable by Bank Insurance Carrier
  
  

Why Work for Park Bank?

• Robust Benefit Package Including Medical, Dental, Vision, etc.
• Four Different Benefit Packages to Choose What Fits Your Needs Best
• 10 Paid Holidays (Including Your Birthday)
• PTO That Increases Each Year of Service
• Generous 401K Company Match
• Wellness Reimbursement Program
• Associate Resource Groups (ARGs)
• Eligibility to participate in Bank-wide Bonus Program
• And more!
• Park Bank is a drug free workplace. All candidates selected for new employment with PARK BANK will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test
• Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
• Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
• The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.