Jobs · Sales · Maryland

Mortgage Processor

Shore United Bank · Annapolis, MD · 2 mo 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.

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