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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client prospecting, customer relationship management, and financial analysis to deliver tailored loan solutions while ensuring compliance with lending guidelines and risk management frameworks.
Highest-signal resume keywords
Client ProspectingCustomer Relationship ManagementFinancial AnalysisLoan OriginationEffective Communication
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 SolutionsBanking ProductsMortgage ProductsDocumentation ReviewSales SkillsCustomer SolutionsPipeline ManagementRisk Management
Soft Skills
Effective CommunicationCollaboration
Industry Keywords
Consumer Financial Protection BureauSection 19 of the FDIASAFE 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
- 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
- Deliver customer-focused solutions and manage risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University / college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Less than 1 year of professional experience typically required and/or successful completion of a formal development program
- Knowledge of banking products, mortgages, and mortgage products
- Client prospecting and customer relationship management
- Customer solutions and documentation
- Sales skills and sales tasks/activities
- Financial analysis and loan origination
- Effective communications
- Scheduling work and activities
- 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
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
- Position subject to Section 19 of the FDIA and, for registered roles, the SAFE Act and/or FINRA requirements regarding certain criminal history
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
- Between 15 to 25 vacation days each year, depending on career level and years of service