Mortgage Advisor

About the role

Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980, the company offers real estate-related financial assistance to Weichert Realtors and aims to help clients achieve the American Dream of Homeownership. Mortgage Advisors represent the company, originate residential mortgage loans, and work closely with realtors and referral partners.

Responsibilities

• Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners.
• Leverages personal sphere to generate leads and proactively follow up on leads from various sources.
• Issues fully assessed pre-approvals, including all facets of the qualification process.
• Provides a complete needs analysis for each prospect and fits them for the most suitable program.
• Submits complete and accurate mortgage loan applications.
• Stays abreast of market conditions affecting the company’s loan products.
• Communicates regularly with all participants during the loan origination process.
• Promotes a collaborative atmosphere and provides solutions for customer concerns.
• Ensures full compliance with applicable laws and regulations.
• Updates lead portals, CRM, and other tracking software.
• Performs other duties as assigned.

Requirements

• High school diploma or GED
• Individual state loan originator license(s) required for specific states
• At least one to three years of retail mortgage loan origination experience preferred
• General financial sales, real estate, or mortgage operations experience may substitute for part of the required experience
• Ability to determine appropriate interest rate quotes and maximum qualification amounts
• Ability to apply investor guidelines and recommend appropriate products based on customer qualifications and needs
• Ability to set goals and manage processes
• Excellent problem-solving skills
• Proficiency in Microsoft Office suite and ability to quickly learn company’s proprietary software
• Excellent oral and written communication skills
• Ability to conduct presentations and hold meetings
• Ability to multitask in a fast-paced environment
• Superior customer service skills with attention to detail
• Exceptional math skills including basic arithmetic operations
• Knowledge and ability to use typical office equipment

Qualifications

• Ability to determine appropriate interest rate quotes and maximum qualification amounts
• Ability to apply investor guidelines and recommend appropriate products based on customer qualifications and needs
• Ability to set goals and manage processes
• Excellent problem-solving skills
• Proficiency in Microsoft Office suite and ability to quickly learn company’s proprietary software
• Excellent oral and written communication skills
• Ability to conduct presentations and hold meetings
• Ability to multitask in a fast-paced environment
• Superior customer service skills with attention to detail
• Exceptional math skills including basic arithmetic operations
• Knowledge and ability to use typical office equipment

Skills

• Ability to determine appropriate interest rate quotes and maximum qualification amounts
• Ability to apply investor guidelines and recommend appropriate products based on customer qualifications and needs
• Ability to set goals and manage processes
• Excellent problem-solving skills
• Proficiency in Microsoft Office suite and ability to quickly learn company’s proprietary software
• Excellent oral and written communication skills
• Ability to conduct presentations and hold meetings
• Ability to multitask in a fast-paced environment
• Superior customer service skills with attention to detail
• Exceptional math skills including basic arithmetic operations
• Knowledge and ability to use typical office equipment

Benefits

• Comprehensive suite of benefits including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and more.

Pay

The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.

Schedule

This position offers a competitive commission structure.