Jobs · Finance · Maryland

Mortgage Regional Manager

Shore United Bank · Clinton, MD · 1 mo ago
On-siteFinance$25k–$40k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions). So we need to extract relevant content: description of company, role, duties, location, required education/experience, compensation, benefits. We need to decide sections: Could have About the role (overview), Responsibilities (duties), Requirements (education/experience), Qualifications maybe overlapping, Benefits, Pay. Schedule: we have full-time Monday-Friday, so we can include Schedule section. We must not create sections with filler like "commensurate with experience". Pay range is given, so we can include Pay. We must not duplicate content. Let's parse: Company description: "Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals." That's about the company; could be About the role? Actually About the role could be description of the position: "Shore United Bank is seeking a full-time Mortgage Regional Manager to join our team." Then description of role: "The Mortgage Regional Manager proactively solicits new residential mortgage business and sells Shore United Bank mortgage products to meet established loan quality and production goals..." etc. We can combine company overview into About the role or maybe a separate About the company but not required headings. Use headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. About the role: brief summary of position and purpose. Responsibilities: list of duties (the long list). Use
  • . Requirements: education and experience needed. Qualifications: maybe overlapping; but we could put skills there? Actually we have both Requirements and Qualifications; we could put education/experience under Requirements, and skills/qualifications under Qualifications (like demonstrated success, network, etc.). But we must avoid duplication. Let's parse the posting: "Required Education and Experience: High School Diploma or equivalent.Bachelors degree preferredMinimum of 2 years residential mortgage lending experience with a focus on generating self-sourced business.Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals.Verifiable, established network of referral business including Real Estate professionals and other centers of influence." That's education/experience plus some qualifications. Then later: "Compensation: The pay range for this position is $25,000.00-$40,000.00 annuallyActual compensation offered may vary..." "Company Benefits: Join a family- and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, company paid short-term and long-term disability, and much more!Paid parental leave401k savings plan with up to a 4% company matchEmployee Stock Purchase PlanEducation AssistanceEmployee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.Opportunity for growth and advancementPaid training program and continuous training sessions throughout the year on various topicsGenerous paid time off and paid sick timeCommunity involvement opportunities" Also location: "Location: Clinton Branch - 8843 Woodyard Road #123, Clinton, MD 20735 Position Type/Expected Hours of Work: This is a full-time position, Monday-Friday" We need to include location maybe under About the role or separate? Not a heading in list; we could embed in About the role paragraph. Schedule: full-time Monday-Friday. Now we need to remove boilerplate: "Employment offers are contingent upon the successful completion of a pre-employment screening, which includes a background check, credit check, verification of employment history, and any other screenings required for the position. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant." Remove. Also remove duplicated lines: there are some duplicated sentences like "Work with Mortgage Loan Processing Manager, Processors, Underwriters, Closers, and the Secondary Department to ensure that loan docs are submitted within Bank established guidelines." and later similar line; we need to preserve but not duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. We need to identify duplicates: The posting includes two similar lines about working with Mortgage Loan Processing Manager etc. One: "Work with Mortgage Loan Processing Manager, Processors, Underwriters, Closers, and the Secondary Department to ensure that loan docs are submitted within Bank established guidelines." Then later: "Work with Mortgage Loan Processing Manager, Mortgage Loan Processors, Underwriters, Closers, and the Secondary Department to ensure that loan conditions are met." Those are not exact duplicates but similar; maybe we keep both as they are distinct (submitting docs vs meeting conditions). There's also duplicate line: "Partner with Mortgage Loan Processors with on-going communication to customer regarding loan status." appears only once? Actually appears once. There's also "Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence." and later "Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same." Those are similar but not exact duplicates; we can keep both. We need to ensure we don't include application instructions (like "Apply now" etc.) Not present. Now produce HTML. We'll have sections:

    About the role

    ... company overview and role summary ...

    Responsibilities

    • ... list each duty ...

    Requirements

    • High School Diploma or equivalent.
    • Bachelor's degree preferred.
    • Minimum of 2 years residential mortgage lending experience with a focus on generating self‑sourced business.

    Qualifications

    • Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals.
    • Verifiable, established network of referral business including Real Estate professionals and other centers of influence.
    • Ability to analyze financial and credit data, determine borrower financing objectives, and present appropriate Shore United Bank products and programs.
    • Strong communication and relationship‑building skills.
    • Knowledge of lending programs, policies, procedures, and regulatory requirements (including HMDA, BSA, CRA, ECOA, SAFE Act).
    • Proficiency with loan origination systems and ability to work with processors, underwriters, closers, and secondary department.
    But we must not invent details; we need to ensure each qualification is present in posting. Let's extract from posting: From responsibilities list we have many specific duties: "Develops and maintains successful relationships with business referral sources.", "Prospects new mortgage lending opportunities.", "Meets with customers as necessary during various stages of the loan process.", "Uses Shore United Bank training materials, reference tools, and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.", "Provides complete loan applications to loan fulfillment partners, including processors, underwriters, closers, and the Secondary Department.", "Ensures exceptional customer experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners.", "Achieves production goals as established by Shore United Bank.", "Ensures successful completion of all assigned Mortgage Regional Manager Training activities.", "Develop Business Referral Network through marketing, cold-calling, prospecting and networking activities.", "Participate in community efforts to promote home ownership.", "Meet with prospective borrowers.", "Review / Analyze credit and financial data.", "Determine borrower financing objectives and goals.", "Present appropriate Shore United Bank products and programs and explain guidelines.", "Apprise of pricing and lock rate as required.", "Identify appropriate opportunities to sell additional products.", "Collect supporting loan documentation as required and provide complete package to Mortgage Loan Processor.", "Upload complete application via Loan Origination System (LOS) procedures.", "Work with Mortgage Loan Processing Manager, Processors, Underwriters, Closers, and the Secondary Department to ensure that loan docs are submitted within Bank established guidelines.", "Work with Mortgage Loan Processing Manager, Mortgage Loan Processors, Underwriters, Closers, and the Secondary Department to ensure that loan conditions are met.", "Partner with Mortgage Loan Processors with on-going communication to customer regarding loan status.", "Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.", "Demonstrating values and principles", "Self-evaluation in a timely manner", "All other duties as assigned", "Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.", "Participates in required training sessions, including training for compliance with BSA/AML policies and procedures." We need to include these as responsibilities. Some are vague like "Demonstrating values and principles" and "Self-evaluation in a timely manner" and "All other duties as assigned". Those are substantive? They are generic but still part of posting. We should include them as list items. We must not include duplicated lines; we have two similar lines about working with Mortgage Loan Processing Manager etc. They are not exact duplicates but similar; we can keep both. Now Requirements: education/experience. Qualifications: maybe we can combine some of the responsibilities that are more skill-based? But we already have Responsibilities covering duties. Qualifications could be things like "Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals." and "Verifiable, established network of referral business including Real Estate professionals and other centers of influence." and maybe "Ability to analyze financial and credit data". However those appear also in responsibilities list. To avoid duplication, we could put them under Qualifications only if not already in Responsibilities. But the instruction says preserve ALL substantive information; we can duplicate across sections? It didn't forbid duplication but said remove duplicated lines. Duplicated lines meaning identical lines repeated in posting. It's okay to have same content appear in

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