Home mortgage consultant vs senior personal banker

Differences between home mortgage consultant and senior personal banker duties and responsibilities

Home mortgage consultant example responsibilities.

• Analyze applications to manage customer data and ensure an accurate loan origination process for purchase and refinance transactions.
• Originate home loans for customers with various financing needs that include conventional, VA & FHA loans and high-risk consumers.
• Advise customers regarding other foreclosure prevention alternatives including short sale and deed in lieu.
• Register with NMLS and S.A.F.E.
• Determine workout options including loan modifications, pre-foreclosure sale, deed in lieu, repayment plans and forbearance agreements.
• Continue with on going training for new or experience collection counselor about information systems and collection guidelines in accordance with FDCPA.
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Senior personal banker example responsibilities.

• Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
• Process treasury, tax and loan payments.supply tellers with coin and currency as needed.
• Perform all teller transactions from deposit and withdrawals, money orders and certify checks and balance ATM.
• Perform operational duties such as balancing bank vault, reloading of ATM, and supervision of teller line.
• Conduct wire transfers, stop payments, issue bank checks, transfer funds between accounts, and public notary services.
• Maximize cross-sell opportunities through customer profiling to identify opportunities.
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