Mortgage Financing Advisor (Pulte Mortgage)

PulteGroup•Mission Viejo, CA

4d•$79,000 - $98,750•Onsite

About The Position

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. This is a non-origination role; however, it will support loans that have already been originated through a centralized mortgage operations center. The role serves as a business and production relationship manager and liaison to the Mortgage Operations team.

Requirements

Minimum High School diploma or equivalent.
Valid Driver's License as driving is an essential function of this position.
Proficiency in Microsoft Office Suite required.
Ability to be proactive and self-motivated to set and achieve sales goals.
Must have excellent customer service acumen and presentation skills.
Incumbent must have the ability to work in a fast-paced, high-volume environment.
Will possess excellent time management skills.
Have the ability to manage multiple priorities, possess analytical and problem-solving skills.
Will possess strong financial acumen.
All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies.
Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.
All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

Nice To Haves

Bachelor’s degree preferred.
Minimum 3-5 years previous related experience in mortgage lending is preferred.
1 - 2 years successful sales and/or business development experience is preferred.
An active NMLS License is preferred.
Must be able to obtain and maintain mortgage license.
Bilingual skills are highly desirable.

Responsibilities

Meet with buyer prospects to provide financial guidance, expertise and preapproval services.
Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
Relationship building and training with PulteGroup sales consultants.
Develop partnership with centralized operations teammates.
Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.
Contribute to branch performance as measured by, but not limited to, Capture Retention, Customer Service, Compliance, and Focus on Supporting Financial Goals.
Provide exceptional customer service to all stakeholders.
Support customer service efforts.
Perform other duties as assigned.

Benefits

Salary offered plus an annual bonus structure.
No cold calling and not a commissioned-based position.
Up to 9 paid company holidays per year.
Up to 6 days of sick pay.
Up to 17 PTO days per year (and up to 22 PTO days per year upon 10 or more years of service).
Eligible to participate in the Company’s 401(k) Plan.
Medical, dental, and vision insurance coverage.
Company-paid disability, basic life insurance and parental leave.
Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity, are also available.
Employee Assistance Program.
Tuition reimbursement (as applicable).
State required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.