Mortgage Advisor

About the role

Voted Best Places to Work in Indiana since 2011, FORUM is dedicated to enriching the lives of our employees so we can in turn enrich the lives of our members.

Responsibilities

• Conduct mortgage application interviews of applicants generated through established contacts SEGs, Direct Requests, Payoff Requests, Expired Applications, FORUM Marketing Events, and Outside Referral Sources etc.
• Develop contacts in the real estate industry and other outside sources to produce additional mortgage loans by performing pre-approvals and providing borrower education.
• Ensure all client contact, disclosures, and client involvement are done in compliance with applicable federal and state regulations.
• Develop proficiency in lending guidelines for all investors and correspondent relationships with FORUM Mortgage and keep informed of the changes in the mortgage industry.
• Ensure a smooth and timely mortgage process and closing by:
• Pre-qualifying applicants.
• Counseling customers on the mortgage products and the process.
• Submitting borrower files to Underwriting for Pre-Approval.
• Obtaining all necessary documents and information.
• Keeping all involved parties up-to-date on the status of the loan.

Requirements

• High level of customer service and interpersonal skills.
• Ability to develop contacts and network with REALTORS, builders, and other professionals.
• Attention to detail involving numbers, conversations, procedures, and documents.

Qualifications

• College degree or equivalent work experience.
• Sales and/or financial industry experience required, mortgage loan training provided.
• Must be able to obtain NMLS # and meet all State and Federal requirements.
• Proficient computer skills (Microsoft Office software).

Skills

• Customer Service
• Interpersonal Skills
• Contact Development
• Real Estate Industry Knowledge
• Attention to Detail
• Numbers and Document Management
• Lending Guidelines
• Pre-Approval and Education
• Regulatory Compliance
• Loan Process and Closing
• Pre-Qualification
• Counseling Customers
• File Submission
• Document Management

Benefits

Competitive industry pay and the opportunity to earn incentives
Award winning training and development
Comprehensive benefits package

Pay

Details not specified

Schedule

Details not specified