Description
- 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, refers products and services, and 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.
PNC Employees take pride in our reputation. To continue building upon that, we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentation, 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
Roles at this level typically require a university/college degree.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates will be subject to background checks as required by CFPB regulations.
Benefits
PNC offers a comprehensive range of benefits, including health coverage, life insurance, disability protection, 401(k), pension, stock purchase plans, paid time off, and more. For details, visit our benefits page.
Disability Accommodations Statement
If accommodations are needed during the application process, contact us via email or phone. All information will be kept confidential.
At PNC, we foster an inclusive workplace and provide reasonable accommodations to qualified individuals with disabilities.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunities regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.
This position is subject to federal regulations regarding criminal history and licensing requirements.
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