Part - Time Sales Help at Lids, generating revenue through providing exceptional customer service and maintaining store presentation. Ensures compliance with company policies while meeting individual performance goals.
About the role
- Monitoring loan portfolios of Private Bank clients on mortgage products while ensuring compliance. Acts as primary contact for client interactions and explores additional relationship opportunities.
Responsibilities
- Monitor loan portfolios of Private Bank/Merrill Lynch clients specific to mortgage products
- Serve as primary contact with client throughout the loan process
- Explore opportunities to deepen client relationships and cross-sell
- Work closely with various specialists and participate in enhancing client experiences
Requirements
- 4-10 years of experience in residential mortgage/HELOC
- High degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements
- Commitment to professional ethics and compliance with all Federal and State policies
- SAFE Act registration required
Benefits
- Health insurance
- Paid time off
- Annual discretionary plan participation
- Support for physical, emotional, and financial wellness
Job title
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