Mortgage Financing Advisor - (Pulte Mortgage)

PulteGroup•Austin, TX

2d•Onsite

About The Position

The Mortgage Financing Advisor is primarily responsible for pre-contract and preapproval advisory conversations with potential homebuyers. This role includes builder sales training and support, mortgage loan backlog management, marketing efforts, and relationship management across all stakeholders. It is a non-origination role that supports loans already originated through a centralized mortgage operations center. The position acts as a business and production relationship manager and liaison to the Mortgage Operations team.

Requirements

Minimum High School diploma or equivalent.
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.
Valid Driver's License as driving is an essential function of this position.
Must be able to obtain and maintain mortgage license.

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.
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.
Build relationships and provide training with PulteGroup sales consultants.
Develop a 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 and assist in the progress of loans through the pipeline to ensure on-time construction starts and closings.
Contribute to branch performance as measured by Capture Retention, Customer Service, Compliance, and Focus on Supporting Financial Goals.
Partner with the Sales team to help sell more homes.
Provide exceptional customer service to all stakeholders.
Support customer service efforts.
Perform other duties as assigned.