Peoples Bank · 1 month ago
Mortgage Consultant
Charleston WV, Charleston, WV, US
Full-time
Onsite
Senior Level
5+ years expPeoples Bank is one of the largest banks in the United States, committed to improving communities and providing excellent customer service. The Mortgage Consultant is responsible for soliciting residential mortgage and home equity loan business, developing referral networks, and ensuring exceptional customer experiences throughout the loan process.
BankingFinanceFinancial Services
Responsibilities
Consistently meet or exceeds established production, referral, and customer satisfaction objectives
Meet with prospective borrowers to discuss lending options, review the borrowers financial and credit information, and present mortgage loan products
Responsible for offering the best possible customer experience as well as providing guidance on product options
Enter complete and thorough application information into the loan origination system
Contact the applicant to collect all supporting documentation required for a complete loan package and uploading into the loan origination system as necessary
Actively communicate with prospective borrowers during the application process either in person, by phone, or electronically. Manage loan pipeline, proactively keeping borrowers up to date on the status of their loan request
Serve as trusted advisor to other lines of business by attending market team meetings and by participating in joint sales call efforts
Collaborate with the loan fulfillment team to ensure key process milestones are met, regulations are adhered to and the loan is processed efficiently
Uncover client financial needs through the mortgage interview process and make referrals through the sales referral system
Contact all incoming mortgage referrals and keep sales referral system up to date
Demonstrates initiative in developing a broad referral network of retail partners, realtors and other professionals/centers of influence; may involve cold-calling and/or prospecting
Participate in community activities/organizations that promote the bank and homeownership, including hosting or presenting first-time home buyer or home ownership principles seminars to agencies or members of the community
Attends and participates in Consumer Lending meetings as required by management
Supports other Mortgage Consultants as necessary
Will perform special projects as assigned
Qualification
Required
2 year college degree required
5 years of residential mortgage lending or commensurate sales experience
Strong sales ability
Computer skill sets appropriate for the job
Ability to obtain their NMLS license
Exceptional time management skills and proven ability to manage a dynamic pipeline
Excellent communication skills
Ability to comprehend and analyze complex personal financial information
Good computer skills
S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Preferred
Bachelor's degree preferred
Experience in public speaking preferred
Benefits
401(k) retirement plan with an employer match
Employee stock purchase plan
Various education assistance programs such as student loan and tuition paydown/reimbursement
Paid vacation
Holidays
Company
Peoples Bank
Since 1902, Peoples Bank has grown from its Marietta, Ohio roots into a $9.6 billion diversified financial services holding company.
Founded in 1997Lawrenceville, New Jersey, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-02-09IPO
Leadership Team
Tyler Wilcox
President and Chief Executive Officer
Hugh Donlon
Executive Vice President - Community Banking
Recent News
2026-01-20
2025-10-21
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