6 дней назад
Mortgage Advisor (AI/Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mortgage Advisor (AI/Fintech): Delivering personalized mortgage guidance and managing borrower opportunities from consultation through closing with an accent on consultative lending, AI-enabled loan origination, and regulatory compliance. Focus on explaining complex financing options, converting company-provided opportunities, managing active pipelines, and building referral relationships.
Location: Remote, Irving, Texas, United States
Company
is rebuilding home finance as an AI-native fintech platform with more than $110 billion in funded loans and proprietary AI tools for mortgage lending.
What you will do
- Deliver personalized, consultative mortgage experiences based on borrowers’ financial goals.
- Educate clients on financing options and recommend suitable loan products, including conventional, FHA, VA, HELOC, and specialized solutions.
- Use the AI-enabled loan origination system, automation, and data-driven tools to manage opportunities and accelerate lending.
- Engage company-provided opportunities while developing personal, professional, and referral networks.
- Manage borrower pipelines from initial consultation through closing and maintain accurate documentation.
- Coordinate with borrowers, real estate partners, processing, underwriting, closing, and internal operations teams while ensuring regulatory compliance.
Requirements
- Active NMLS registration and applicable state licenses, or the ability to obtain required licensing.
- Experience in mortgage lending, financial services, sales, or relationship management is preferred.
- Strong consultative sales, communication, organization, and prioritization skills.
- Ability to explain complex financial information clearly and manage multiple clients in a fast-paced environment.
- Comfort with AI, automation, digital platforms, and new technology.
- Strong attention to detail, accountability, collaboration, and commitment to lending regulations.
Culture & Benefits
- Comprehensive medical, dental, and vision coverage with HSA and FSA options and employer matching contributions.
- 401(k) retirement savings plan and commuter benefits with employer matching contributions.
- Flexible PTO, company-paid holidays, and paid parental leave.
- Remote and hybrid work options depending on the role.
- Pet insurance discounts, employee discounts, financial wellbeing support, and an employee assistance program.
- Inclusive, diverse, and technology-focused work environment.
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