Mortgage Consultant Department: Retail Lending Reports to: Sr. Retail Banker Supervises: None Status: Full-Time / Non-Exempt (Salary plus commission position) / Hybrid Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Mortgage Consultant: Originate a variety of consumer residential loans in accordance with established policies and procedures and all applicable regulatory requirements. Provide exceptional responsiveness and lending knowledge. Actively promote the Bank with real estate brokers, builders and other centers of influence to increase referrals and build strong networks. Job Requirements for the Mortgage Consultant: Minimum of three years of residential lending and sales experience. Knowledge of lending and underwriting policies and procedures, including guidelines issued by FNMA, MSHA, VA, Rural Development and other investors. Strong sales, organizational and interpersonal skills Excellent written and verbal communication skills Specific Job Functions for the Mortgage Consultant: Proactively uncover residential loan opportunities through relationships with brokers, builders, or other centers of influence. Receive residential loan referrals from assigned branches and others; follows up with results of referrals. Develop and maintain good relationships with centers of influence and internal referral sources. May take correspondent loan applications with oversight by the Correspondent Mortgage Loan Officer. Participate in various associations or events to build relationships with brokers, builders and other centers of influence. Submit accurate and complete loan files with all appropriate supporting documentation in conformance with the Bank's policies and procedures, and with all applicable regulatory requirements. Uses the applicable technology to accurately enter loan applications and manage the loan file from origination to closing. Maintain contact with borrowers, brokers and others involved with a loan application at least weekly or more often as needed. Work closely with the assigned Processor managing loan pipeline to ensure loan closing commitments are met. Cross-sell or refer additional lending, deposit or investment products when appropriate. Attends residential mortgage closings. This Job Description for the Mortgage Consultant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI5a0014e5e4ef-9565
05/01/2026
Full time
Mortgage Consultant Department: Retail Lending Reports to: Sr. Retail Banker Supervises: None Status: Full-Time / Non-Exempt (Salary plus commission position) / Hybrid Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Mortgage Consultant: Originate a variety of consumer residential loans in accordance with established policies and procedures and all applicable regulatory requirements. Provide exceptional responsiveness and lending knowledge. Actively promote the Bank with real estate brokers, builders and other centers of influence to increase referrals and build strong networks. Job Requirements for the Mortgage Consultant: Minimum of three years of residential lending and sales experience. Knowledge of lending and underwriting policies and procedures, including guidelines issued by FNMA, MSHA, VA, Rural Development and other investors. Strong sales, organizational and interpersonal skills Excellent written and verbal communication skills Specific Job Functions for the Mortgage Consultant: Proactively uncover residential loan opportunities through relationships with brokers, builders, or other centers of influence. Receive residential loan referrals from assigned branches and others; follows up with results of referrals. Develop and maintain good relationships with centers of influence and internal referral sources. May take correspondent loan applications with oversight by the Correspondent Mortgage Loan Officer. Participate in various associations or events to build relationships with brokers, builders and other centers of influence. Submit accurate and complete loan files with all appropriate supporting documentation in conformance with the Bank's policies and procedures, and with all applicable regulatory requirements. Uses the applicable technology to accurately enter loan applications and manage the loan file from origination to closing. Maintain contact with borrowers, brokers and others involved with a loan application at least weekly or more often as needed. Work closely with the assigned Processor managing loan pipeline to ensure loan closing commitments are met. Cross-sell or refer additional lending, deposit or investment products when appropriate. Attends residential mortgage closings. This Job Description for the Mortgage Consultant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI5a0014e5e4ef-9565
CommonWealth Central Credit Union
San Jose, California
Mortgage Loan Consultant At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health - one member at a time. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans including first mortgages 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Mortgage Loan Consultant at our San Jose Corporate Office. As a Mortgage Loan Consultant, your major responsibilities will include: Growing the Credit Union's real estate loan portfolio by building relationships with real estate agents, community leaders, partner organizations and other finance/tax/legal professionals to generate referrals. Providing consultations with members seeking to purchase or refinance a home and recommending appropriate solutions to meet the members' needs. Developing referral sources through branches, realtor marketing groups, and the communities we serve. Required to submit complete loan application with supporting documentation to underwrite and serve as the liaison between the member and the Credit Union's third-party loan fulfillment partner. Assisting branch staff with completing applications and gaining loan approval for home equity solutions for members. Partnering with Emerging Markets team to identify referral opportunities at pop-up events, partner on-site events, and financial education and wellness seminars. In collaboration with Marketing and Emerging Markets teams, developing and presenting homebuying seminars for members and prospective members. Notifying and assisting members who cannot be approved, referring to appropriate resources for credit coaching. Developing and delivering training to Credit Union staff to build their knowledge of first-, second- and equity mortgage products, along with the corresponding application processes (including how to ensure members submit a complete loan application with the required supporting documentation). Staying informed of trends in mortgage lending, the rate environment and competitor offerings; share insights and recommendations with management. Our ideal candidate will possess: a minimum of two years' experience in mortgage loan sales required. Bachelor's degree is strongly preferred. Ability to earn and maintain a current Certified Credit Union Financial Counselor (CCUFC) professional designation. Must be comfortable making cold calls when required. Must have good communication skills, both written and verbal. Proven attention to detail, ability to multi-task in a fast-paced environment and working knowledge of MS Outlook, Excel and Word required. Ability to maintain confidentiality of sensitive information and conduct oneself with a high level of diplomacy and tact. Must have reliable transportation and a valid California driver's license. Pay Range: $45k plus commission. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer
05/01/2026
Full time
Mortgage Loan Consultant At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health - one member at a time. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans including first mortgages 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Mortgage Loan Consultant at our San Jose Corporate Office. As a Mortgage Loan Consultant, your major responsibilities will include: Growing the Credit Union's real estate loan portfolio by building relationships with real estate agents, community leaders, partner organizations and other finance/tax/legal professionals to generate referrals. Providing consultations with members seeking to purchase or refinance a home and recommending appropriate solutions to meet the members' needs. Developing referral sources through branches, realtor marketing groups, and the communities we serve. Required to submit complete loan application with supporting documentation to underwrite and serve as the liaison between the member and the Credit Union's third-party loan fulfillment partner. Assisting branch staff with completing applications and gaining loan approval for home equity solutions for members. Partnering with Emerging Markets team to identify referral opportunities at pop-up events, partner on-site events, and financial education and wellness seminars. In collaboration with Marketing and Emerging Markets teams, developing and presenting homebuying seminars for members and prospective members. Notifying and assisting members who cannot be approved, referring to appropriate resources for credit coaching. Developing and delivering training to Credit Union staff to build their knowledge of first-, second- and equity mortgage products, along with the corresponding application processes (including how to ensure members submit a complete loan application with the required supporting documentation). Staying informed of trends in mortgage lending, the rate environment and competitor offerings; share insights and recommendations with management. Our ideal candidate will possess: a minimum of two years' experience in mortgage loan sales required. Bachelor's degree is strongly preferred. Ability to earn and maintain a current Certified Credit Union Financial Counselor (CCUFC) professional designation. Must be comfortable making cold calls when required. Must have good communication skills, both written and verbal. Proven attention to detail, ability to multi-task in a fast-paced environment and working knowledge of MS Outlook, Excel and Word required. Ability to maintain confidentiality of sensitive information and conduct oneself with a high level of diplomacy and tact. Must have reliable transportation and a valid California driver's license. Pay Range: $45k plus commission. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II, you'll play a key role in supporting clients through meaningful financial conversations and exceptional service. You'll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll Provide an exceptional sales and service experience while supporting daily branch operations. Assist with training, mentoring, and coaching new team members as they build confidence in their roles. Develop relationships with clients and community partners to build a strong consumer lending pipeline. Participate in outbound calls and joint client appointments with the Branch Manager and business partners. Consult with clients to understand their needs and recommend banking products, services, and digital tools. Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with accuracy in currency and coin handling. Communicate proactively with clients to educate, resolve issues, and strengthen loyalty. Hold scheduled and walk in appointments to uncover needs and provide tailored solutions. Open new accounts, maintain existing accounts, and resolve account related issues while ensuring compliance with policies and regulations. Support lending activities by answering client questions, completing loan applications, and preparing documentation. What we're looking for You have a High School Diploma or G.E.D. (Required). You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required). An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts. You can review client credit data and financial information to identify needs and recommend solutions. You understand consumer and business lending best practices and enjoy supporting lending conversations. You're skilled in consultative selling, cross-selling, and developing referral networks. You build strong client relationships through excellent communication and interpersonal skills. You manage multiple priorities with ease and adapt quickly to changing client or branch needs. You are confident using Microsoft Outlook, Word, and related business tools. You maintain professionalism in person, over the phone, and through email. You can lift and move up to 25 pounds as part of the role. Our Company Values Do the right thing Mutual respect Honesty and integrity Accountability What Our Team Says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & Benefits Targeted starting salary range (based on experience): $22 - $30 Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement
05/01/2026
Full time
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II, you'll play a key role in supporting clients through meaningful financial conversations and exceptional service. You'll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll Provide an exceptional sales and service experience while supporting daily branch operations. Assist with training, mentoring, and coaching new team members as they build confidence in their roles. Develop relationships with clients and community partners to build a strong consumer lending pipeline. Participate in outbound calls and joint client appointments with the Branch Manager and business partners. Consult with clients to understand their needs and recommend banking products, services, and digital tools. Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with accuracy in currency and coin handling. Communicate proactively with clients to educate, resolve issues, and strengthen loyalty. Hold scheduled and walk in appointments to uncover needs and provide tailored solutions. Open new accounts, maintain existing accounts, and resolve account related issues while ensuring compliance with policies and regulations. Support lending activities by answering client questions, completing loan applications, and preparing documentation. What we're looking for You have a High School Diploma or G.E.D. (Required). You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required). An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts. You can review client credit data and financial information to identify needs and recommend solutions. You understand consumer and business lending best practices and enjoy supporting lending conversations. You're skilled in consultative selling, cross-selling, and developing referral networks. You build strong client relationships through excellent communication and interpersonal skills. You manage multiple priorities with ease and adapt quickly to changing client or branch needs. You are confident using Microsoft Outlook, Word, and related business tools. You maintain professionalism in person, over the phone, and through email. You can lift and move up to 25 pounds as part of the role. Our Company Values Do the right thing Mutual respect Honesty and integrity Accountability What Our Team Says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & Benefits Targeted starting salary range (based on experience): $22 - $30 Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II, you'll play a key role in supporting clients through meaningful financial conversations and exceptional service. You'll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll Provide an exceptional sales and service experience while supporting daily branch operations. Assist with training, mentoring, and coaching new team members as they build confidence in their roles. Develop relationships with clients and community partners to build a strong consumer lending pipeline. Participate in outbound calls and joint client appointments with the Branch Manager and business partners. Consult with clients to understand their needs and recommend banking products, services, and digital tools. Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with accuracy in currency and coin handling. Communicate proactively with clients to educate, resolve issues, and strengthen loyalty. Hold scheduled and walk in appointments to uncover needs and provide tailored solutions. Open new accounts, maintain existing accounts, and resolve account related issues while ensuring compliance with policies and regulations. Support lending activities by answering client questions, completing loan applications, and preparing documentation. What we're looking for You have a High School Diploma or G.E.D. (Required). You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required). An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts. You can review client credit data and financial information to identify needs and recommend solutions. You understand consumer and business lending best practices and enjoy supporting lending conversations. You're skilled in consultative selling, cross-selling, and developing referral networks. You build strong client relationships through excellent communication and interpersonal skills. You manage multiple priorities with ease and adapt quickly to changing client or branch needs. You are confident using Microsoft Outlook, Word, and related business tools. You maintain professionalism in person, over the phone, and through email. You can lift and move up to 25 pounds as part of the role. Our Company Values Do the right thing Mutual respect Honesty and integrity Accountability What Our Team Says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & Benefits Targeted starting salary range (based on experience): $22 - $30 Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement
05/01/2026
Full time
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II, you'll play a key role in supporting clients through meaningful financial conversations and exceptional service. You'll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll Provide an exceptional sales and service experience while supporting daily branch operations. Assist with training, mentoring, and coaching new team members as they build confidence in their roles. Develop relationships with clients and community partners to build a strong consumer lending pipeline. Participate in outbound calls and joint client appointments with the Branch Manager and business partners. Consult with clients to understand their needs and recommend banking products, services, and digital tools. Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services. Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments. Balance your cash drawer with accuracy in currency and coin handling. Communicate proactively with clients to educate, resolve issues, and strengthen loyalty. Hold scheduled and walk in appointments to uncover needs and provide tailored solutions. Open new accounts, maintain existing accounts, and resolve account related issues while ensuring compliance with policies and regulations. Support lending activities by answering client questions, completing loan applications, and preparing documentation. What we're looking for You have a High School Diploma or G.E.D. (Required). You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required). An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts. You can review client credit data and financial information to identify needs and recommend solutions. You understand consumer and business lending best practices and enjoy supporting lending conversations. You're skilled in consultative selling, cross-selling, and developing referral networks. You build strong client relationships through excellent communication and interpersonal skills. You manage multiple priorities with ease and adapt quickly to changing client or branch needs. You are confident using Microsoft Outlook, Word, and related business tools. You maintain professionalism in person, over the phone, and through email. You can lift and move up to 25 pounds as part of the role. Our Company Values Do the right thing Mutual respect Honesty and integrity Accountability What Our Team Says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & Benefits Targeted starting salary range (based on experience): $22 - $30 Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement
