Mortgage Processor
Shore United Bank · Annapolis, MD · 2 wk ago
On-siteSalesFull-time
About the role
Responsible for providing exceptional customer service and managing accounts. Conducts thorough financial analysis and implements strategies to enhance client satisfaction.
Responsibilities
- Handle customer inquiries and resolve issues promptly.
- Analyze financial data to identify trends and opportunities.
- Develop and implement personalized financial plans for clients.
- Manage relationships with existing clients and prospects.
- Stay updated on industry developments and regulatory changes.
Requirements
- Bachelor's degree in Finance, Economics, or related field.
- Minimum 2 years of relevant experience in banking or finance.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite.
Qualifications
- Knowledge of banking products and services.
- Experience with financial planning software.
- Ability to work independently and manage multiple tasks.
Skills
- Customer service orientation.
- Financial analysis and modeling.
- Client relationship management.
- Regulatory compliance knowledge.
Benefits
Comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
$50,000 - $70,000 annually based on experience.
Schedule
Full-time position with flexible working hours.