Mortgage Specialist
Listed on 2026-08-30
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Finance & Banking
Mortgage Loan Originator / Advisor, Loan Officer / Lending, Loan Servicing, Banking & Finance
Job Summary
A growing financial institution in the Charleston, SC area is seeking an experienced Mortgage Specialist for a direct hire opportunity. This role is ideal for a mortgage lending professional who understands the residential mortgage process and enjoys helping borrowers navigate important financial decisions with confidence.
The Mortgage Specialist will guide customers from application through closing, recommend mortgage solutions based on individual needs, and build long-term relationships that support continued growth and referrals. This is a strong opportunity for someone who values a stable banking environment, collaborative internal partners, supportive leadership, and a professional team culture focused on service, compliance, and customer success.
Key Responsibilities- Guide qualified borrowers through the mortgage process from application through approval and closing.
- Meet with prospective borrowers to understand their financial background, home ownership goals, and lending needs.
- Educate customers on mortgage products, interest rates, regulations, required documentation, and application steps.
- Collect, review, and verify financial documentation while working closely with processors and underwriters.
- Proactively resolve issues that could delay the loan process and keep applicants informed throughout each stage.
- Build lasting customer relationships, develop referral opportunities, and maintain compliance with banking policies and regulations.
- Salary range: $45,000 to $55,000 per year.
- Employment type:
Direct hire. - Location:
Charleston, SC.
- Guide borrowers through residential mortgage applications, approvals, and closings.
- Evaluate customer financial information and recommend appropriate mortgage lending solutions.
- Coordinate with loan processors, underwriters, and internal banking partners to meet documentation and closing deadlines.
- Maintain compliance with banking policies.
- 2 to 5 years of experience in mortgage lending or a closely related mortgage role.
- Associate degree or higher required.
- Strong knowledge of the residential mortgage lending process.
- Ability to review financial documentation and make sound lending recommendations.
- Excellent communication, customer service, and relationship-management skills.
- Strong attention to detail, follow-through, and ability to manage multiple applications and deadlines.
- Professional judgment, integrity, and discretion when handling sensitive financial information.
- Ability to work collaboratively with processors, underwriters, and other banking partners.
- Commitment to completing required compliance training and reporting suspected policy or regulatory violations.
- Experience as a Mortgage Loan Officer, Mortgage Specialist, or residential mortgage lender.
- Experience building referral relationships and maintaining long-term borrower connections.
- Strong understanding of mortgage products, interest rates, and customer education best practices.
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