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Mortgage Consultant

Company: Peapack-Gladstone Financial
Location: Bedminster
Posted on: June 7, 2021

Job Description:

Position Overview

Primary Source of Contact for High Net Worth Wealth/Relationship Mortgages


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Focus on application taking and providing a high touch one point of contact client experience to all borrowers referred by the Private Bankers.

Develop strong relationships and cross sell synergies with all Private Bankers.

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Implement a process flow that provides an exceptional client experience throughout the residential mortgage process.

Conduct interviews with clients, take applications and assist in the gathering of documentation from the beginning of the process through closing.

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Ensure loan request meets Bank lending guidelines including debt ratios and loan-to-loan guidelines

Review loan programs to best meet client needs

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Remain in constant contact with client providing advice and guidance

Cross sell banking services by referring back to Private Bankers

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Ensure that loans are processed in a timely manner with a laser focus on the client experience. Ensure all rate lock commitments and purchase contract contingency dates are met.

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External and Vendor Relationships:

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List education, experience, training, knowledge, skills and attributes required for the position. Additional optional qualifications should be denoted accordingly. Always include how many years direct experience is necessary. Include the minimum education needed, and if equivalent work experience can be considered in lieu of education.


Bachelor's degree required in finance or related field

Minimum four to eight years' current experience in mortgage lending with concentration in mortgage processing, sales, and underwriting

Excellent organizational and interpersonal skills required

Ability to learn and follow PGB policies and procedures regarding the lending process

Ability to read, write and speak English clearly

Computer literate with a working knowledge of Silverlake, Word, Excel, and Microsoft Outlook and MortgageBot.

Exceptional ability to interact effectively with clients and Private Bankers in person or over the telephone


Assist Department Manager with process and closing Private Banking Clients.

Develop skills that promote cross sell to clients that are referred in.

Participate in joint calls and events with Private Bankers, including attending closings

Keywords: Peapack-Gladstone Financial, Newark , Mortgage Consultant, Other , Bedminster, New Jersey

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