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Mortgage Advisor

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Park Bank - Madison
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Job Requirements:

Description 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 2026. You'll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home.

Company Overview

Park Bank is a community bank in the heart of Madison.

Job Overview

As a Mortgage Advisor at Park Bank, you have 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 home, 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 a sense of who or where referral sources may be.

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.

Responsibilities
  • Occasionally attend networking industry functions such as trade shows and professional groups.
  • Perform daily cold‑calling activities as prescribed by the sales plan.
  • Seek and work to uncover sales/partner development inside and outside of bank facilities.
  • Perform a level of sales activity that allows meeting or exceeding the position's minimum goals.
  • Communicate reliable status reports with clients and referral sources during normal work hours.
  • Identify and match the correct product to client situations 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.
Qualifications
  • Required

    Education and Experience:

    High School Diploma or equivalent. Minimum 3–5 years related work experience or an equivalent combination of education and experience.
  • Preferred

    Education and Experience:

    Associate's Degree in Business or a Banking‑related field.
  • Additional Eligibility Requirements: FACT Act and NMLS Certifiable. Bondable by Bank Insurance Carrier.
Benefits

Robust Benefit Package Including Medical, Dental, Vision, etc. Four different benefit packages to choose from that fit your needs. 10 paid holidays (including your birthday and various national holidays).

Equal Opportunity Employer

Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, and protected veteran status.

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