Key skills
Sales
About this role
Role Overview
- Recommends loan solutions in accordance with lending guidelines and clients' requirements.
- Manages a portfolio of customer relationships.
- Seeks prospective opportunities to retain and/or develop new clients.
- Responsible for sales calls.
- Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance.
- Manages customer pipeline for efficiency.
- Collaborates with internal and external stakeholders to complete mortgage transactions.
- Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
Requirements
- Must demonstrate appropriate knowledge, skills, and abilities for a role.
- Preferred Skills: Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales.
- Competencies: Customer Experience Management, Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products, Sales Tasks And Activities, Scheduling Work and Activities, Selling.
- Work Experience: Typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Licenses: Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year
- between 15 to 25 vacation days each year, depending on career level; and years of service.