PenFed Home Purchase Advisor - Irving, Texas

PenFed is hiring a Hybrid Home Purchase Advisor at our Phoenix, Arizona or Irving, Texas location. This role serves members seeking home-related financial solutions, acting as both a trusted home purchase advisor and mortgage loan officer.

About the Role

The PenFed Home Purchase Advisor identifies member needs, deepens relationships with PenFed, and delivers an integrated lending and real estate experience. Responsibilities include conducting home buying needs assessments, providing mortgage consultations, completing preapprovals, originating full mortgage applications, and guiding members through the mortgage process from initial inquiry to funding. The role also involves providing qualified referrals to PenFed Realty.

Responsibilities

• Serve as the trusted advisor for members seeking home lending and real estate solutions, ensuring a seamless and welcoming experience.
• Acquire, deepen, and maintain member relationships through consultative conversations, needs assessments, and proactive outreach.
• Provide qualified referrals to PenFed Realty, ensuring members are paired with trusted real estate partners.
• Educate members on the value of PenFed's Home solutions portfolio, helping them make informed financial decisions.
• Collaborate with internal partners across PenFed Home to deliver consistent service and meet member product deepening objectives.
• Maintain an accurate pipeline of member referrals and track outcomes to measure impact on engagement and growth.
• Adapt to evolving market conditions, member expectations, and sales practices while maintaining compliance with policies and regulations.
• Represent the PenFed brand by reinforcing trust, service excellence, and a member-focused experience in every interaction.
• Act as a trusted advocate for PenFed members and prospective members related to the purchase of their home.
• Promptly answer and follow up on all phone calls and lead opportunities.
• Ensure all quality measures for the application are met.
• Learn and utilize assigned programs and technology to maintain regulatory requirements related to the position.

Qualifications

• Bachelor's degree in management, marketing, or a related field is required; equivalent combination of education and experience is considered.
• Minimum of three (3) years of experience in self-generating sales roles such as account management, inside sales, retail, or real estate is preferred.
• Strong communication, organizational, and analytical skills, with the ability to engage members in consultative conversations.
• Ability to quickly learn, understand, and clearly explain financial and real estate concepts to members.
• Basic financial literacy and strong math skills required.
• Proficiency with digital tools and platforms, including CRM, LOS systems, chat, and web portals; ability to manage multiple systems simultaneously.
• Ability to prioritize and handle multiple tasks in a fast-paced environment while maintaining accuracy and service quality.
• Strong follow-up skills with the ability to track referrals, outcomes, and member engagement effectively.
• No prior mortgage or real estate experience required; comprehensive training will be provided.
• Flexibility to work evenings and weekends as business needs require.
• Must have access to a designated home workspace in case remote work is needed.
• Experience using A.I. tools preferred.
• Must have an active NMLS license.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds. Ability to travel to various worksites and be on-call may be required.

Pay

The anticipated starting hourly range for this role is $20.82 - $43.36. This position includes commission/incentive plan compensation.

Benefits

• Comprehensive health, dental, and vision plans.
• Paid time off.
• Family-friendly benefits, including paid parental leave, care support, and fitness center access.
• Financial wellness support, including a 401(k) match, employee loan discounts, and fully paid life and disability coverage.
• Education assistance for professional growth.
• Community involvement and volunteer opportunities.