Lexington, Kentucky, United States · On-site
Description Job Title: Consumer and Mortgage Lending Relationship Manager FLSA Status: _x__ Exempt ___ Non-Exempt Job Code: 527 EEO Job Category: 1 Reports to: SVP of Consumer Lending Job Grade: 18 Revision Date: 2026 Ba…
Skills: Lead Generation, Client Advising, Document Processing, Pipeline Management, Regulatory Compliance
Lexington, Kentucky, United States • On-site
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The role focuses on building relationships with customers to provide appropriate consumer and mortgage lending solutions. Responsibilities include managing the loan pipeline from application to closing while ensuring regulatory compliance.
Requires a high school diploma and 1 to 3 years of banking experience, specifically in consumer and mortgage lending. Mortgage loan originators must be licensed and registered with the NMLS.
Description
Job Title: Consumer and Mortgage Lending Relationship Manager
FLSA Status: x Exempt Non-Exempt Job Code: 527
EEO Job Category: 1 Reports to: SVP of Consumer Lending
Job Grade: 18 Revision Date: 2026
Basic Function: The primary responsibility of the Consumer and Mortgage Lending Relationship Manager is to create relationships with new and existing customers to meet their overall lending needs that are appropriate for their individual situation. They guide borrowers through the financial process, verify credit and assets, and recommend loan products based on client needs.
Lead Generation & Client Advising: Cultivate leads, interview prospective borrowers, and match them with appropriate consumer and mortgage loan products.
Document Processing: Collect and verify sensitive financial documents, including tax returns, pay stubs, and bank statements to satisfy underwriting requirements.
Pipeline Management: Monitor the loan origination process from application to closing. Maintain communication with underwriters, processors, and third-party appraisers.
Regulatory Compliance: Adhere to state and federal lending laws, including the SAFE Act and Truth in Lending Act, and maintain NMLS (Nationwide Multistate Licensing System) registration where required.
Cross-Selling: Strength client relationships by recommending other bank products, such as wealth management, credit cards, and insurance. Additional duties as assigned.
Requirements
· High School diploma required.
· Preferred bachelor’s degree in business, finance, or accounting.
· 1 to 3 years of banking experience.
· Consumer and mortgage lending experience required.
· Mortgage loan originators must be licensed and register with the NMLS to meet federal SAFE Act requirements.
Working Environment: Professional Office Environment, travel to client offices, attorney offices and/or properties. Flexibility to meet customers at all times of the day and week for appointments.
EOE/M/F/Vet/Dis
Welcome to Bank of the Bluegrass & Trust Co., "The Best Bank in Town," where local roots meet modern banking solutions in Kentucky, the Bluegrass State. Since 1972, we’ve proudly served the greater Lexington area offering the perfect blend of advanced technology and personalized customer service. We’re passionate about creating lifelong relationships and providing tailored financial solutions that fit our clients’ unique vision. As a locally owned community bank, we pride ourselves on being approachable, reliable, and deeply invested in the success of our neighbors. At Bank of the Bluegrass, we combine innovative tools with exceptional service to make banking seamless and accessible. From convenient digital solutions to our dedicated and experienced team, we’re here to help you achieve your financial goals while staying connected to the community we call home. Privacy Policy: https://www.bankofthebluegrass.com/client-assistance/privacy-policy/ Member FDIC | Equal Housing Lender | NMLS#421548
Offices: 215 Southland Drive, Lexington, Ky. 40503, US · 101 E. High Street, Lexington, Ky 40507, US
Welcome to Bank of the Bluegrass & Trust Co., "The Best Bank in Town," where local roots meet modern banking solutions in Kentucky, the Bluegrass State. Since 1972, we’ve proudly served the greater Lexington area offering the perfect blend of advanced technology and personalized customer service. We’re passionate about creating lifelong relationships and providing tailored financial solutions that fit our clients’ unique vision. As a locally owned community bank, we pride ourselves on being approachable, reliable, and deeply invested in the success of our neighbors. At Bank of the Bluegrass, we combine innovative tools with exceptional service to make banking seamless and accessible. From convenient digital solutions to our dedicated and experienced team, we’re here to help you achieve your financial goals while staying connected to the community we call home. Privacy Policy: https://www.bankofthebluegrass.com/client-assistance/privacy-policy/ Member FDIC | Equal Housing Lender | NMLS#421548
Offices: 215 Southland Drive, Lexington, Ky. 40503, US · 101 E. High Street, Lexington, Ky 40507, US
