Mortgage Advisor

Posted 12ds ago

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Job Description

Mortgage Advisor helping Freedom Mortgage customers service existing loans and explore new loan products. Handling applications, compliance, documentation, and customer communications remotely across the USA.

Responsibilities:

  • Provide accurate information to customers about mortgage loans by retrieving loan information from various systems
  • Explain potential solutions, loan options, regulatory requirements, and product terms to customers
  • Respond promptly and accurately to mortgage-loan questions through written, verbal, inbound, and outbound communications
  • Maintain confidentiality of customers' nonpublic personal information
  • Deliver professional, compassionate, high-quality customer service and resolve issues efficiently
  • Review applicant information to assess likely qualification for loan programs
  • Help customers select appropriate loan programs and take initial loan applications
  • Explain risks, benefits, terms, and required documentation and disclosures for available loan products
  • Use company training materials, reference tools, and resources to provide current loan-program and policy information
  • Escalate matters according to company policy
  • Oversee the loan process from origination to close while maintaining communication with customers and business partners
  • Complete assigned Mortgage Advisor training activities
  • Meet sales KPIs for productivity and quality assurance
  • Maintain regular and punctual attendance and adhere to shift requirements
  • Perform other related duties as assigned

Requirements:

  • High School Diploma/GED required
  • Some College/Associates Degree or equivalent from a two-year College or Technical School preferred
  • Previous mortgage or customer service experience preferred, but not required
  • 1–2 years of prior work experience preferred
  • Must obtain and/or maintain or renew NMLS licensure
  • Must successfully pass the SAFE Mortgage Licensing Examination once hired
  • Ability to pass a background check in accordance with SAFE licensing requirements
  • Developing knowledge of the mortgage industry, products, lending practices, and regulatory guidelines
  • Strong negotiation and time management skills
  • Excellent verbal and written communication skills
  • Outstanding customer service skills
  • Proven track record of exceptional performance
  • Computer proficiency
  • Must understand and adhere to applicable federal and state laws and regulations
  • Must maintain regular and punctual attendance and adhere to shift requirements
  • Must comply with company policies and procedures

Benefits:

  • Remote work arrangement
  • Training activities and training materials
  • Reasonable accommodations for individuals with disabilities
  • Equal employment opportunity protections