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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan origination and mortgage products, with a strong focus on customer relationship management and financial analysis. Capable of delivering customized solutions while ensuring compliance with lending guidelines and risk management frameworks.
Highest-signal resume keywords
Loan OriginationCustomer Relationship ManagementFinancial AnalysisMortgage KnowledgeClient Prospecting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Solutions DevelopmentDocumentation SkillsSales SkillsCustomer Experience ManagementRisk Management
Soft Skills
Effective CommunicationCollaboration
Industry Keywords
Banking Products KnowledgeMortgage Products KnowledgeCustomer Pipeline ManagementSales Tasks and ActivitiesConsumer Financial Protection Bureau Regulations
About the role
Key responsibilities & impact- Recommend loan solutions in accordance with lending guidelines and clients' requirements
- Manage a portfolio of customer relationships
- Seek prospective opportunities to retain and/or develop new clients
- Make sales calls
- Develop and prepare loan solutions
- Refer products and services
- Review documentation to ensure compliance
- Manage the customer pipeline for efficiency
- Collaborate with internal and external stakeholders to complete mortgage transactions
- Collect and analyze customer financial information for multifaceted and/or complex borrowers
- Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework
- Deliver customized customer solutions based on customer needs and satisfaction
Requirements
What you’ll need- Appropriate knowledge, skills, and abilities for the role
- Banking products knowledge
- Client prospecting
- Customer relationship management
- Customer solutions knowledge
- Documentation skills
- Mortgage knowledge
- Sales skills
- Customer experience management
- Effective communications
- Financial analysis
- Loan origination
- Matrix management
- Mortgage products knowledge
- Sales tasks and activities
- Scheduling work and activities
- Selling
- Typically a university/college degree with less than 1 year of professional experience and/or successful completion of a formal development program; comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
- Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
- No required certifications
- No required or preferred language assessments
- No employment visa sponsorship or STEM OPT participation
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Additional time off based on years of service
