Mortgage Loan Advisor
Core
Proactively identifies, develops, and maintains a quality network of business relationships to provide an exceptional mortgage lending experience to clients.
Role type
Mortgage Loan Advisor
Builds
Mortgage loans for clients
Domain
Financial services / Real estate lending
Required skills
Direct marketing, client acquisition, loan origination, regulatory compliance, cross-selling, client relationship management
Preferred skills
Experience with Encompass, direct client service in finance, knowledge of agency loan guidelines (Fannie Mae)
Technologies
Encompass
Responsibilities
Generate business through direct marketing to realtors, builders, attorneys, and professionals; meet with prospects and counsel borrowers; take mortgage applications and collect documents; maintain client contacts throughout the application process; work with mortgage operations teams from application through closing.
Seniority
Mid-level, hands-on IC