Mortgage Financing Advisor - (Vero Beach & Port St. Lucie locations) (Pulte Mortgage)

Job Summary

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to 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.

Required Education/Experience

• 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.

Required 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.

Scope Decision Impact

Individual

Department Responsibility: None

Budgetary Responsibility: No

Direct Reports: No

Indirect Reports: No

Physical Requirements

Not applicable

Required Licensing, Registration And/or Certifications

• 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.

Additional Information

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

No cold calling and not a commissioned-based position

This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position consists of a 5-day workweek that requires occasional weekend and/or evening hours, such as grand openings

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position will require driving to sales communities across the Division

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings.

We are an equal opportunity employer and all