Mortgage Solutions Expert
4 weeks ago
Heritage Bank is a member-owned bank dedicated to providing exceptional customer experiences. Our team is passionate about helping members achieve their financial goals.
Salary and BenefitsWe offer a competitive salary package, including a base salary of $80,000 - $120,000 per annum, plus performance bonuses and benefits.
Job DescriptionAs a Lending Specialist, you will be responsible for delivering personalized mortgage loan solutions to our members. Your primary focus will be on building strong relationships with our customers, understanding their financial needs, and providing tailored advice to help them achieve their goals.
You will work closely with our sales team to identify new business opportunities, develop and execute business development plans, and support the growth of our lending portfolio.
- Hold quality conversations with members to determine how Heritage can assist with their financial goals
- Conduct mortgage lending appointments with existing and potential members
- Execute business development plans in relation to member acquisition
- Support and coach other Heritage employees with lending knowledge and community engagement
To succeed in this role, you will need:
Strong Communication Skills: You will be able to build rapport with our members, communicate complex financial information clearly, and provide exceptional customer service.
Mortgage Knowledge: You will have a solid understanding of mortgage loan products and personal banking services, as well as experience working with similar products.
Digital Savvy: You will be comfortable using digital platforms and tools to manage customer interactions and maintain accurate records.
Business Development: You will be able to identify new business opportunities, develop effective sales strategies, and collaborate with cross-functional teams to drive business growth.
BenefitsAt Heritage Bank, we value our team members and offer a range of benefits, including:
Career Development Opportunities: We invest in your growth and development, providing training, mentoring, and opportunities for advancement.
Discounts on Financial Products and Services: As a Heritage employee, you'll enjoy exclusive discounts on our financial products and services.
Peer-Driven Recognition Program: We celebrate your achievements and contributions through our peer-driven recognition program.
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