7 дней назад
Mortgage Advisor II (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mortgage Advisor II (Fintech): Evaluating applicants and advising clients on residential HELOC products with an accent on mortgage eligibility, consultative sales, and end-to-end loan origination. Focus on analyzing financial and property data, managing mortgage applications, operating loan systems and CRM tools, and obtaining required state licenses.
Location: Tempe, Arizona; must reside in Arizona and work in the office five days per week
Company
is a digital personal finance company providing personalized financial solutions, including personal loans, home equity loans, debt consolidation, financial tools, and education.
What you will do
- Evaluate applicants' financial status, credit, and property details to determine mortgage eligibility.
- Advise clients on mortgage products, the application process, and residential HELOC options.
- Help clients complete mortgage applications and collect information required for approval.
- Use loan origination, CRM, credit vendor, and other systems throughout the mortgage process.
- Communicate with prospects, applicants, and third-party vendors while providing continuous follow-up.
- Complete required state mortgage licensing within the first 45 days and learn additional products over time.
Requirements
- Current Arizona residency is required.
- Active NMLS license or ability to reactivate it.
- Passed the SAFE exam.
- At least three years of mortgage lending experience.
- Eligibility to complete state and federal MLO licensing requirements, testing, education, and background checks.
- Ability to work independently and collaboratively in a changing, entrepreneurial environment.
Culture & Benefits
- Full-time in-office work with a focus on care, collaboration, continuous improvement, and integrity.
- Guaranteed monthly bonus during the first three months.
- 401(k) with employer match.
- Medical, dental, and vision coverage with HSA and FSA options.
- Vacation, sick time, volunteer days, wellness programs, employee assistance, and employee resource groups.
- Pet care discounts and financial support through the Care Fund.
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