Mortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage)

About the role

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers, including builder sales training and support, mortgage loan backlog management, marketing efforts, and relationship management across all stakeholders. This is a non-origination role but will support loans that have already been originated through centralized mortgage operations center. The role involves being a business and production relationship manager and liaison to the Mortgage Operations team.

Responsibilities

• Meet with buyer prospects to provide financial guidance, expertise, and preapproval services.
• Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
• Relationship building and training with PulteGroup sales consultants.
• Develop partnership with centralized operations teammates.
• Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
• Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.
• Contribute to branch performance as measured by capture retention, customer service, compliance, focus on supporting financial goals, etc.
• Strong partnership with the Sales team to help sell more homes.
• Provide exceptional customer service to all stakeholders.
• Support customer service efforts.
• Perform other duties as assigned.

Qualifications

• Minimum High School diploma or equivalent.
• Bachelor’s degree preferred.
• Minimum 3-5 years previous related experience in mortgage lending is preferred.
• 1 - 2 years successful sales and/or business development experience is preferred.
• Valid Driver's License as driving is an essential function of this position.
• An active NMLS License is preferred.
• Must be able to obtain and maintain mortgage license.

Skills/Knowledge

• Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner.
• Proficiency in Microsoft Office Suite required.
• Ability to be proactive and self-motivated to set and achieve sales goals.
• Excellent customer service acumen and presentation skills.
• Must have the ability to work in a fast-paced, high-volume environment.
• Have the ability to manage multiple priorities, possess analytical and problem-solving skills.
• Strong financial acumen.
• Bilingual skills are highly desirable.

Benefits

• Up to 9 paid company holidays per year.
• Up to 8 days of sick pay.
• Eligible employees with less than 10 years of service can accrue up to 15 PTO days per year (and up to 20 PTO days per year upon 10 or more years of service).
• Participation in the Company’s 401(k) Plan.
• Medical, dental, and vision insurance coverage.
• Disability, basic life insurance, and parental leave.
• Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity.
• Employee Assistance Program and tuition reimbursement (as applicable).
• Eligible for state required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.

Pay

$90,000 to $120,000 annually depending upon experience. This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.

Schedule

Not specified.