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Achieve · 1 day ago

Mortgage Advisor II

Tempe, AZ

Full-time

Hybrid

Mid Level

3+ years exp

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with innovative financial solutions. As a Mortgage Advisor II, you will leverage your consultative sales skills and mortgage knowledge to assist clients with residential HELOCs and navigate the mortgage application process.

Financial Services

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 knowledgeable

Qualification

Active NMLSMortgage lending experienceSAFE exam passedLoan Origination SystemCompetitive spiritCommunication skillsTeam playerSelf-motivationPositive attitude

Required

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