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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, customer relationship management, and financial analysis while effectively collaborating with stakeholders to deliver customized mortgage solutions. Proficient in managing customer pipelines and ensuring compliance with lending guidelines.
Highest-signal resume keywords
Loan OriginationCustomer Relationship ManagementFinancial AnalysisMortgage KnowledgeSales Skills
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 SolutionsDocumentationCustomer SolutionsBanking Products KnowledgeClient ProspectingMortgage ProductsSales TasksCustomer Experience ManagementRisk ManagementPipeline Management
Soft Skills
Effective CommunicationCollaboration
Industry Keywords
Consumer Financial Protection Bureau RegulationsEnterprise Risk Management Framework
About the role
Key responsibilities & impact- Recommend loan solutions according to lending guidelines and client 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 for 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
- Apply customer-focused practices and create customized customer solutions
- Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- Proven history of production in the market preferred
- Appropriate knowledge, skills, and abilities for the role
- Banking products knowledge
- Client prospecting
- Customer relationship management
- Customer solutions
- Documentation
- Mortgage knowledge
- Sales skills
- Customer experience management
- Effective communication
- Financial analysis
- Loan origination
- Mortgage products
- Sales tasks and activities
- Scheduling work and activities
- Selling
- University/college degree with less than 1 year of professional experience and/or successful completion of a formal development program typically required at this level
- In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered
- No required certifications
- Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations
- 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
- 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
- Reasonable disability accommodations
