Mortgage Advisor Associate jobs in United States
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Lower · 2 weeks ago

Mortgage Advisor Associate

Lower is a mission-driven fintech company that simplifies the home-buying process through cutting-edge technology. In this role, you'll support an experienced team by managing key parts of the borrower experience and ensuring loan files are prepared for processing.

FinanceFinancial ServicesFinTechLending

Responsibilities

Guide borrowers through intake and early file setup with clear next steps and fast responses
Collect, organize, and review documentation for completeness, consistency, and program fit
Identify loan program options that match borrower needs and align with loan risk
Confirm the file is structured to support the selected loan program and pricing strategy
Coordinate clean handoffs and timelines with the processing team
Track milestones, follow-ups, and potential bottlenecks to keep files moving
Log key communications for team visibility and smooth collaboration
Originate, structure, and manage loans sourced through personal relationships and referrals

Qualification

Mortgage knowledgeSales communicationOrganizational skillsProblem-solvingTeam collaboration

Required

Strong communicator who is comfortable speaking with borrowers and real estate partners
Organized and detail-oriented, with a high standard for accuracy and follow-through
Problem solver who can think independently and ask for support when needed
Calm under pressure and able to manage multiple files and deadlines
Solutions-focused with a consistent 'how can this be done' mindset

Benefits

Medical/dental/vision
Paid holidays
Paid time off
Maternity leave
Life insurance
Short- and long-term disability
401K with company match
Discount on home mortgage refinances or purchases

Company

Lower provides home refinancing, customer service, consumer lending, home purchase, and financial services.

Funding

Current Stage
Late Stage
Total Funding
$100M
Key Investors
Accel
2021-06-23Series A· $100M

Leadership Team

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Dan Snyder
Chief Executive Officer
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R
Robert Tyson
Co-Founder
Company data provided by crunchbase