Senior personal banker vs mortgage broker

Differences between senior personal banker and mortgage broker duties and responsibilities

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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Mortgage broker example responsibilities.

• Educate clients on mortgage contractual guidelines and process FHA, VA, and conventional loans reviewing files for submission to underwriting.
• Foster deeper client relationships with commercial and residential lenders driving referrals by delivering excellent customer service.
• Originate residential conventional, VA, home equity, commercial and construction loans.
• Establish a network of contacts with community banks, appraisers, lenders, and other brokers.
• Originate, process, and submit all types of commercial and SBA loans to the applicable lender.
• Develop business plan, raise investment capital, create business processes, and obtain licensing, VA certification, HUD approval.
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