Mortgage Banking Specialist

1 day ago


Swansea, City and County of Swansea, United Kingdom ZipRecruiter Full time

Enterprise Bank & Trust is a leading financial institution committed to supporting the growth of local communities through innovative mortgage solutions.

About this Opportunity

This role involves developing strong relationships with customers and prospects to drive loan originations and cross-selling opportunities. As a Mortgage Banking Specialist, you will identify new business opportunities and leverage our CRM system to effectively manage customer interactions.

  • Prospect for new loans through targeted outreach and relationship-building efforts.
  • Cross-sell financial products to qualified prospects, leveraging your knowledge of banking services and regulatory requirements.
  • Utilize advanced CRM tools to track customer engagement and identify potential business opportunities.
  • Analyze credit reports and determine eligibility for various loan programs.
  • Become an expert on real estate agent partnerships, including nurturing leads and participating in industry networking events.
  • Stay up-to-date on industry trends and regulatory changes through ongoing training and professional development.
  • Promote community involvement in homeownership initiatives and borrower engagement activities.

Key Qualifications:

  • Bachelor's degree in finance, sales, marketing, or business-related field.
  • Strong understanding of mortgage lending principles and regulatory requirements.
  • Excellent communication and interpersonal skills, with ability to work effectively with diverse groups.
  • Proficiency in Microsoft Office Suite and CRM software.

Compensation Package:

The estimated salary range for this position is $60,000 - $90,000 per year, depending on experience and qualifications.



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