Mortgage Relationships Officer (Title Commensurate with Experience)
About the role
Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets dedicated to supporting community banks for more than 40 years. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN. The Mortgage Relationship Officer reports to and collaborates with the Senior Vice President/Mortgage to identify potential opportunities and serves as the primary resource and liaison for our Correspondent Bankers. The position also facilitates customer training and onboarding to our product/service suite and will be located within the Eastern portion of our region, serving Ohio, Michigan, and Indiana.
Responsibilities
- Sales/Relationship Management (80%): Primary mortgage resource/liaison for Correspondent Bankers; coordinates and facilitates sales presentations via WebEx or onsite and assists with technical and operational inquiries; on-boards new customers; participates in researching and identifying potential mortgage opportunities.
- Customer Service (15%): Conducts proactive check-in calls with current customers and resolves customer inquiries; works with mortgage processing, underwriting, servicing teams and mortgage team managers; serves as subject matter expert for Encompass questions and issues.
- Administrative (5%): Collaborates with Mortgage department to develop and update training materials; creates and implements customized BB Connect websites for approved customers.
Qualifications
- Bachelor's degree in banking, accounting, business, or related field.
- Five or more years of residential mortgage experience, or an equivalent combination of education and experience.
- Working knowledge of mortgage loan origination systems (Encompass preferred).
- Working knowledge of mortgage compliance.
- Valid driver's license required.
- Position requires regular business travel, including overnight stays and operation of a motor vehicle.