Loan Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluates applicant data to assess customer eligibility for advantageous loan programs.

• Guides customers in articulating financial goals and objectives while processing the initial loan application.

• Effectively conveys the terms and benefits of the loan program to the customer, along with the loan application process.

• Ensures that all necessary documentation is submitted and disclosures are signed promptly.

• Adheres to our sales procedures and quality assurance standards to maintain compliance.

• Consistently meets or surpasses the Sales KPIs established by management.

• Remains attentive to customers’ needs and expectations.

• Upholds a professional demeanor and standards that align with company policies and procedures.

⛳️ Requirements

• High School Diploma/GED; a Bachelor's Degree is preferred.

• Minimum of one (1) year of experience in mortgage sales.

• Demonstrated history of outstanding performance.

• NMLS/SAFE: Possession of at least one active license or the capability to obtain licensing without retaking the SAFE exam.

🏝️ Benefits

• Equal Employment Opportunity.

• Reasonable accommodations for individuals with disabilities.