at Wintrust Financial Corporation in Glen Ellyn, Illinois, United States
Job Description
Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, were dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $50 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- With 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
What Youll Do:
- Respond to all Wintrust employee and family mortgage inquiries immediately via phone, email, or text as in inside loan originator in the Glen Ellyn Consumer Direct branch
- Exercise high level of integrity, confidentially and honesty due to the sensitive nature of the customer base.
- Effectively use technology tools to manage inquiries and pipeline.
- Complete a financial needs analysis and assess individual needs of each customer with expertise.
- Well versed in all mortgage products for both purchase and refinance transactions. Iefirst time homebuyer, conventional, fha, va, jumbo, portfolio etc
- Research mortgage guidelines and structure loan options for customers based on their financial and personal needs.
- Present customers with mortgage options; provide guidance to ensure the customer is able to make an informed decision.
- Effectively communicate mortgage options both verbally and in writing to all levels of employees and their families within the Wintrust Enterprise.
- Assist customers in completing a mortgage application and all necessary loan disclosures.
- Obtain required documentation from customers in a timely fashion in order to submit their loan application for processing.
- Monitor status of the loan application and follow up with customer as needed to obtain additional documentation and provide status updates.
- Effectively work with internal departments and Loan Officer Assistant/s to ensure the loan is processed, underwritten, and closed in an efficient and timely manner. Effectively manage the pipeline.
- Manage day to day transactions and relationships with Wintrust employees and their families.
- Build a referrals from employees and their families by providing an exceptional mortgage experience.
- Other duties as assigned.
- This is a salary plus commission position.
Qualifications:
- Associates or Bachelors degree preferred.
- Mortgage Origination Experience
- Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
- Exceptional aptitude for math and financial analysis.
- Thrive in a fast-paced...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
