Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2025! You’ll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison – if you’re looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today!
As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.
Essential Functions & Duties
· Occasionally attend networking industry functions such as trade shows, professional groups, etc.
· Perform daily cold calling activities as prescribed by sales plan
· Seek and work to uncover sales/partner development inside and outside of bank facilities
· Perform level of sales activity that allows them to meet or exceed positions minimum goals
· Communicate reliable status reports with clients and referral sources during normal work hours
· Identify and match correct product to client situation and needs
· Maintain an exemplary client experience
· Respond to and manage internal (branch, management and executive) sales referrals
· Initiate the application and initial disclosures for mortgage loans prospected
· Hand off loan requests to business line partners
· Coordinate a successful close
· Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
· Other duties as assigned
Required Education and Experience
· High School Diploma or equivalent
· Minimum 3-5 years related work experience; or equivalent combination of education and experience
Preferred Education and Experience
· Associate’s Degree in Business or Banking related field
Additional Eligibility Requirements
· FACT Act and NMLS Certifiable
· Bondable by Bank Insurance Carrier
Why Work for Park Bank?
· Robust Benefit Package Including Medical, Dental, Vision, etc.
· Four Different Benefit Packages to Choose What Fits Your Needs Best
· 10 Paid Holidays (Including Your Birthday)
· PTO That Increases Each Year of Service
· Generous 401K Company Match
· Wellness Reimbursement Program
· Associate Resource Groups (ARGs)
· Eligibility to participate in Bank-wide Bonus Program
· And more!
