Job Details

Position Description

This role will play a pivotal role in engaging and connecting Atlantic Union Bank with the local community while driving mortgage and consumer lending to produce mortgage loans through community partnerships, and affordable housing initiatives. The Community Lending Specialist will build relationships, raise awareness, and contribute to the organization's commitment to our communities.

Position Accountabilities

• Cultivate and maintain relationships with community organizations, local businesses, and government agencies.
• Plan and execute community events, workshops, and seminars to educate the public about mortgage options and financial literacy (eg. 1st Time Homebuyer Seminars, Personal Budget sessions with Community Based Organizations and individuals, collaboration with local community centers).
• Attend or lead a minimum of 2-3 Diverse Realtor and/or affordable housing nonprofit events per month.
• Identify opportunities for collaboration and partnerships to support community development initiatives, working closely with Community Impact Team Coordinators, Consumer Lending Teammates, and Home Loan Division Teammates.
• Maintain documentation and organized records related to opportunities and referrals.
• Utilize several communication channels to share about Atlantic Union Bank initiatives.
• Serve as a liaison between Atlantic Union Bank and the community to address concerns and foster positive relationships.
• Consult with customers about their financial situation, financial and personal objectives and lending needs for purpose of helping them achieve their homeownership goals.
• Identify and pursue opportunities to expand the mortgage lending business within the community and surrounding areas.
• Develop strategic partnerships with community partners, faith-based and non-profit organizations, real estate agents, builders, and other industry professionals to generate leads and referrals through leadership and training for homeownership classes, credit counseling and understanding of the mortgage lending process
• Implement marketing strategies in partnership with diverse lines of businesses to promote mortgage products and services to target markets.
• Refer customers who seek financial services other than lending solutions to appropriate teammates.
• Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals.
• Analyze market trends and competitor activities to identify areas for growth and improvement.
• Prepare regular reports and updates on activities for internal stakeholders and agencies as needed.

Organizational Relationship

This position reports to: Head of Community Impact

Position Qualifications

Education & Experience

• Bachelor's degree in finance, business administration, or a related field
• Proven experience in mortgage lending, loan origination, sales and business development.
• Minimum of 2-4 years of experience in community outreach, nonprofit engagement, or a related role

Experience in event planning and coordination.

Knowledge & Skills

• Excellent interpersonal, public speaking and communication skills.
• Solid knowledge in the market
• Ability to build and maintain relationships with diverse stakeholders and community members.
• Strong understanding of mortgage industry regulations and guidelines.
• Experience in community outreach and engagement preferred
• Passion for community development and making a positive impact.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.