Assists clients with the origination of residential mortgage loans, offering tailored advice and analysis to meet their home lending needs and financial goals.
Develops referral sources to grow KeyBank's home lending business and client base.
Prospect home lending business to build and develop new client loan originations and relationships.
Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines.
Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions.
Gather documents at the time of registering a loan and remain the primary point of contact for the client during the loan process.
Maintain high standards of client satisfaction and quality, ensuring sales/originator systems and workflows are efficiently controlled.
Develop and maintain deep knowledge of KeyBank products, services, and competitive offerings.
Maintain proficiency on sales/originator systems and develop efficient workflows.
Keep informed of trends and developments in the real estate market and mortgage industry.
Works in a branch environment to provide in-person client services 4+ days/week, to include participating in morning huddles and end of day debriefs on targeted days.
Generate new mortgage business and manage the loan origination process from initial application through to closing.
Navigate the home mortgage process, from application to closing, providing advice on interest rates and repayment terms.
Qualifications
Excellent communication skills both written and verbal.
Demonstrated strong customer service skills.
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Preferred Qualifications
Bachelor's Degree Business related field or equivalent experience
3+ years Experience as a loan officer in 1st mortgage production
3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws
Member job intelligence
Compensation and benefits context
Pay, benefits, skills, and source-backed role context.
Groundfloor analysis
Skills and preparation signals
Available once you create an account.
Member job intelligence
Application preparation context
Use the full role context to organize your next step.
Unlock the Full Role
See the structured details that can help you decide how to apply and prepare.