Description
Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2026. You’ll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison – if you’re looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today!
As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.
Essential Functions & Duties
Occasionally attend networking industry functions such as trade shows, professional groups, etc.
Perform daily cold calling activities as prescribed by sales plan
Seek and work to uncover sales/partner development inside and outside of bank facilities
Perform level of sales activity that allows them to meet or exceed positions minimum goals
Communicate reliable status reports with clients and referral sources during normal work hours
Identify and match correct product to client situation and needs
Maintain an exemplary client experience
Respond to and manage internal (branch, management and executive) sales referrals
Initiate the application and initial disclosures for mortgage loans prospected
Hand off loan requests to business line partners
Coordinate a successful close
Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
Other duties as assigned
Requirements Required Education and Experience
High School Diploma or equivalent
Minimum 3-5 years related work experience; or equivalent combination of education and experience
Preferred Education and Experience
Associate’s Degree in Business or Banking related field
Additional Eligibility Requirements
FACT Act and NMLS Certifiable
Bondable by Bank Insurance Carrier
Why Work for Park Bank?
Robust Benefit Package Including Medical, Dental, Vision, etc.
Four Different Benefit Packages to Choose What Fits Your Needs Best
10 Paid Holidays (Including Your Birthday)
PTO That Increases Each Year of Service
Generous 401K Company Match
Wellness Reimbursement Program
Associate Resource Groups (ARGs)
Eligibility to participate in Bank-wide Bonus Program
And more!
Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674.
The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
#J-18808-Ljbffr
As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.
Essential Functions & Duties
Occasionally attend networking industry functions such as trade shows, professional groups, etc.
Perform daily cold calling activities as prescribed by sales plan
Seek and work to uncover sales/partner development inside and outside of bank facilities
Perform level of sales activity that allows them to meet or exceed positions minimum goals
Communicate reliable status reports with clients and referral sources during normal work hours
Identify and match correct product to client situation and needs
Maintain an exemplary client experience
Respond to and manage internal (branch, management and executive) sales referrals
Initiate the application and initial disclosures for mortgage loans prospected
Hand off loan requests to business line partners
Coordinate a successful close
Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
Other duties as assigned
Requirements Required Education and Experience
High School Diploma or equivalent
Minimum 3-5 years related work experience; or equivalent combination of education and experience
Preferred Education and Experience
Associate’s Degree in Business or Banking related field
Additional Eligibility Requirements
FACT Act and NMLS Certifiable
Bondable by Bank Insurance Carrier
Why Work for Park Bank?
Robust Benefit Package Including Medical, Dental, Vision, etc.
Four Different Benefit Packages to Choose What Fits Your Needs Best
10 Paid Holidays (Including Your Birthday)
PTO That Increases Each Year of Service
Generous 401K Company Match
Wellness Reimbursement Program
Associate Resource Groups (ARGs)
Eligibility to participate in Bank-wide Bonus Program
And more!
Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status.
Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674.
The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage
#J-18808-Ljbffr