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Mortgage Advisor

THE PARK BANK

MADISON, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MADISON, WI
Work Authorization
Not specified

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Job overview

Park Bank seeks a Mortgage Advisor to grow its mortgage lending function in Wisconsin and help clients find homes. The advisor develops client relationships, identifies client needs and referral sources, connects with internal and external partners, and contributes to the bank’s community-focused culture. The role includes prospecting, guiding mortgage applications, coordinating loan handoffs and closings, and maintaining knowledge of mortgage products, market trends, and regulatory changes.

Skills & qualifications

RequiredNice to have

Skills

Mortgage ProductsClient Relationship ManagementSales ProspectingReferral DevelopmentMortgage Loan Origination

Qualifications

High School Diploma or Equivalent3+ Years Related Work ExperienceFACT Act CertifiableNMLS CertifiableBondable by Bank Insurance CarrierAssociate's Degree in Business or Banking

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off

Full job description

JOB REQUIREMENTS: Description Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2026. You'll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison - if you're looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today! As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank's 'Let's Get to Next' culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all. Essential Functions & Duties Occasionally attend networking industry functions such as trade shows, professional groups, etc. Perform daily cold calling activities as prescribed by sales plan Seek and work to uncover sales/partner development inside and outside of bank facilities Perform level of sales activity that allows them to meet or exceed positions minimum goals Communicate reliable status reports with clients and referral sources during normal work hours Identify and match correct product to client situation and needs Maintain an exemplary client experience Respond to and manage internal (branch, management and executive) sales referrals Initiate the application and initial disclosures for mortgage loans prospected Hand off loan requests to business line partners Coordinate a successful close Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes Other duties as assigned Requirements Required Education and Experience High School Diploma or equivalent Minimum 3-5 years related work experience; or equivalent combination of education and experience Preferred Education and Experience Associate's Degree in Business or Banking related field Additional Eligibility Requirements FACT Act and NMLS Certifiable Bondable by Bank Insurance Carrier Why Work for Park Bank? Robust Benefit Package Including Medical, Dental, Vision, etc. Four Different Benefit Packages to Choose What Fits Your Needs Best 10 Paid Holidays (Including Your... For full info follow application link. Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/EB57B75EAA6C44B6

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