Mortgage Advisor

About the role

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. 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

Requirements

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

Benefits

• Robust Benefit Package Including Medical, Dental, Vision, etc.
• Four Different Benefit Packages to Choose What Fits Your Needs Best
• 10 Paid Holidays (Including Your...)