Mortgage Solutions Advisor (Licensed)

Equity Resources, Inc • Newark, OH

9d • Hybrid

About The Position

The Mortgage Solutions Advisor (Licensed) contacts past customers and prequalified borrowers through calls, emails, and text messages to maintain relationships, solicit referrals and new applications, and ask about their servicing experience. The advisor also contacts prequalified applicants, takes applications, prices loans, arranges calls with Mortgage Specialists to review financing options, and provides updates during the loan process when appropriate.

This role maintains ongoing contact with borrowers to identify purchase, refinance, and referral opportunities; helps applicants understand and complete mortgage applications; reviews financial, credit, and property information to assess loan feasibility; and provides responsive service from application through closing. The advisor documents customer contacts and outcomes, uses designated loan and communication systems, maintains applicable licenses and continuing education, and follows federal and state regulations, company standards, and the company Code of Ethics. The position is based at the corporate office in Newark, Ohio, with a consistent hybrid schedule after training. Generally, the work schedule begins as Monday through Friday, 9:00 a.m. to 6:00 p.m.; alternate or flexible schedules may be required.

Requirements

• Bachelor’s degree in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience.
• Appropriate state-specific mortgage license(s), or ability to pass the National Mortgage Licensing Exam and obtain required state license(s) within 90 days under Temporary Authority.
• At least 2 years of customer service or sales experience.
• Ability to learn, retain, and apply mortgage lending knowledge, including conventional and government guidelines, federal regulations, and residential processing, underwriting, and closing procedures.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong verbal, written, interpersonal, and reading comprehension skills; an engaging, professional phone presence; and comfort communicating throughout the day.
• Ability to communicate and collaborate effectively with customers, internal teams, vendors, lenders, and employees at all levels.
• Strong customer service, organization, judgment, and independent problem-solving skills, with the ability to follow detailed written and verbal instructions.
• Self-motivated and team-oriented, with drive to succeed in a fast-paced, competitive environment.
• Approved Mortgage Loan Originator licenses in multiple states are required.

Nice To Haves

• Call center experience preferred.
• Encompass experience preferred.
• Assistance with obtaining a license is provided for those who hold a Federal Banking License.

Responsibilities

• Maintain consistent, value-driven contact with prequalified borrowers and past customers to identify future purchase, refinance, and referral opportunities.
• Assist with mortgage applications, answer questions, follow up on incomplete applications, and connect borrowers with a Mortgage Specialist to review financing options.
• Proactively engage customers, request introductions and referrals, and meet established goals for daily contacts and follow-up.
• Review financial, credit, and property information to help determine mortgage loan feasibility and maintain knowledge of available products and lending guidelines.
• Provide timely updates from application through closing, manage expectations, resolve customer concerns, and deliver responsive, knowledgeable service.
• Use Encompass, ERMA, Microsoft Copilot, and other technology to access loan information, communicate, track customer activity, and support company and position goals.
• Accurately document customer contacts and outcomes in designated systems and provide progress updates to management as requested.
• Complete required continuing education, maintain applicable state licensing, and comply with federal and state regulations, company standards, and the Equity Resources Code of Ethics.
• Partner with borrowers, Mortgage Specialists, and internal teams; participate in required company meetings; and support additional responsibilities as assigned.

Benefits

• 401(k) option with a generous company match.
• Full benefits package, including pet insurance, beginning the first of the month after the first 30 days.
• Medical, dental, and vision insurance.
• Company-paid life insurance.
• Referral programs offering $500 for each borrower referral and up to $5,000 for referring an experienced Loan Officer.
• Hourly base wage plus commission potential.

What This Job Offers

• Job Type: Full-time