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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 ensuring compliance with lending guidelines and risk management frameworks. Proficient in developing customized loan solutions and managing customer pipelines effectively.
Highest-signal resume keywords
Loan OriginationCustomer Relationship ManagementFinancial AnalysisMortgage ProductsSales Tasks
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 SolutionsDocumentation ReviewCustomer Financial AnalysisComplianceSales CallsClient ProspectingCustomer SolutionsRisk ManagementMortgage TransactionsCustomer Pipeline Management
Soft Skills
Effective CommunicationCustomer Experience Management
Industry Keywords
Banking ProductsConsumer Financial Protection BureauFederal Deposit Insurance ActSAFE ActFINRA Requirements
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
- Conduct sales calls
- Develop and prepare loan solutions and 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
- Apply customer-focused practices and customized customer solutions
- Assess and manage business risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- Appropriate knowledge, skills, and abilities for the role
- Roles at this level typically require a university / college degree with less than 1 year of professional experience and/or successful completion of a formal development program
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
- Knowledge of banking products, client prospecting, customer relationships, customer solutions, documentation, mortgages, and sales
- Competencies in customer experience management, effective communications, financial analysis, loan origination, matrix management, mortgage products, sales tasks and activities, scheduling work and activities, and selling
- Candidates being considered will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
- Position subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, the SAFE Act and/or FINRA requirements
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
- No required certifications, licenses, or language assessments
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 vacation based on years of service
- Incentive-eligible compensation based upon company, business and/or individual performance
