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Mortgage Account Officer/Loan Officer

Company: People's United Bank
Location: Stamford
Posted on: June 21, 2020

Job Description:

The Mortgage Account Officer/Loan Officer originates residential mortgage loans, adhering to internal, regulatory and secondary market guidelines. This position fosters and cultivates business relationships with diverse members of the community to generate mortgage business to meet sales goals and objectives. The Mortgage Account Officer/Loan Officer interviews prospective applicants and assesses and matches customer needs with the appropriate mortgage product. Obtains necessary documentation from applicant and performs the appropriate calculations needed to ensure applicant qualifies for intended mortgage product. Delivers completed origination package to facilitate timely and accurate processing of the application. Identifies business opportunities in assigned territory. Maintains existing customer base and initiates new relationships among professional and community contacts to expand customer base. Participates in diverse community activities to foster and cultivate business relationships. Continually develops and maintains specialized knowledge of internal, regulatory and secondary market guidelines. Acquires and maintains comprehensive understanding of all products offered. Prepares all applicable compliance documents within required timeframes. Performs loan pricing adhering to internal and investor guidelines. Plays a key role in facilitating the mortgage processing of the loan to achieve customer satisfaction and meet investor requirements. Responds to and resolves customer issues and may participate in obtaining required documents from the applicant throughout the process.

Keywords: People's United Bank, Stamford , Mortgage Account Officer/Loan Officer, Other , Stamford, Connecticut

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