Mortgage Advisor II

Achieve • Tempe, AZ

15d • Hybrid

About The Position

As a Mortgage Advisor II , you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. We offer a guaranteed monthly bonus for first three months! Our top producers for the Mortgage Advisor II role make north of 250K! Work from home/hybrid: We are proudly offering hybrid in the Phoenix, AZ metro market.

Requirements

• Current AZ resident - role must reside in AZ
• Active NMLS (or able to be reactivated)
• Have passed the SAFE exam
• 3+ years of mortgage lending experience
• Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company
• Ability to work both independently and as a team player
• Ability to work in a continually changing, entrepreneurial team environment
• Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit
• Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity

Responsibilities

• Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility
• Advise and educate clients on the Lendage mortgage products and the application process
• Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval
• Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process
• Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process
• You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledge

Benefits

• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed