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Hours Full-time
Location Beachwood, OH
Beachwood, Ohio

About this job


  • Recommends loan solutions in accordance with lending guidelines and clients' requirements.
  • Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
  • Develops and prepares loan solutions and cross sell products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
  • Collaborates with internal and external stakeholders to complete mortgage transactions.
  • Collects and analyzes customer financial information for multifaceted and/or complex borrowers.