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. Youll 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 youre 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 Banks Lets 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
- Associates 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 Birthday)
- PTO That Increases Each Year of Service
- Generous 401K Company Match
- Wellness Reimbursement Program
- Associate Resource Groups (ARGs)
- Eligibility to participate in Bank-wide Bonus Program
- And more!
- Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
- Credit Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
- 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.
- Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability you may contact us at the following email address and phone number: or 608.301.8674.
- The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
- Through UnitedHealthcare UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
Required Experience:
Unclear Seniority
Full-timeDescriptionPark 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. Youll thrive in a supportive engaging environment as...
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. Youll 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 youre 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 Banks Lets 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
- Associates 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 Birthday)
- PTO That Increases Each Year of Service
- Generous 401K Company Match
- Wellness Reimbursement Program
- Associate Resource Groups (ARGs)
- Eligibility to participate in Bank-wide Bonus Program
- And more!
- Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
- Credit Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
- 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.
- Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability you may contact us at the following email address and phone number: or 608.301.8674.
- The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
- Through UnitedHealthcare UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
Required Experience:
Unclear Seniority
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