Sr. Mortgage Consultant

Peapack-Gladstone Bank
United States, New York, New York
Mar 24, 2025
Description Position Responsibilities: Focus on new business development efforts from external sources including builders, realtors and Centers of Influence such as attorneys, accountants and financial planners Develop strong relationships with personnel at assigned branches to facilitate referrals from branches Implement an on-going business development campaign to increase the number and diversity of applicants for the Bank's "Low & Moderate Income Loan Program". Conduct interviews with customers Ensure loan request meets Bank lending guidelines including debt ratios and loan-to-loan guidelines Review loan programs to best meet client needs Remain in contact with client throughout complete loan process Cross sell banking services Ensure that loans are processed in a timely manner and that rate lock commitments to investors and purchase contract contingency dates are met in a timely manner Essential Skills and Experience: Bachelor's degree preferred in finance or related field Minimum two to four years current experience in mortgage lending with concentration in mortgage sales Good sales, organizational and interpersonal skills Ability to learn and follow financial institution policies regarding the lending process Ability to read, write and speak English clearly Computer literate with a working knowledge of Silverlake, Word, Excel, and Microsoft Outlook Ability to interact effectively and tactfully with clients and the personnel from other departments either in person or over the telephone Nonessential Skills and Experience: Assist Department Manager with programs sponsored by housing agencies including housing fairs and first-time homebuyer seminars Develop an on-going marketing campaign to keep in touch with previous customers and develop repeat business and referrals Participate in local realtor association or other local trade organization events, conferences and committees Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)