Jobs · Finance · Washington

Sr Mortgage Advisor - Vancouver/Portland

BECU · Tukwila, WA · 1 mo ago
Finance$30/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, legal, application instructions. Keep substantive info. We need to parse the posting. Key info: - Intro paragraph about BECU, people helping people, etc. Could be "About the role" or maybe "About BECU". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have sections: - About the role: maybe the introductory paragraph describing purpose-driven organization, etc. - Responsibilities: bullet list under "What You’ll Do". That's a list. - Requirements: maybe "Minimum Qualifications" and "Desired Qualifications". Could be under Requirements or Qualifications. The instruction includes both Requirements and Qualifications as possible headings. We need to decide. Probably combine: Requirements (minimum qualifications) and Qualifications (desired). Or we could have Requirements for minimum, Qualifications for desired. We'll follow that. - Skills: maybe list of desired skills (expert relationship management, problem resolution, etc.) Could be under Skills. - Benefits: list under "BENEFITS – Because People Helping People Starts With Supporting You". Contains bullet items. - Pay: "PAY RANGE Base Pay Rate: $45,032.00 annually Incentive Compensation: Uncapped*, varies based on individual performance Transition Package During Ramp up *Uncapped earning potential aligns with market benchmarks. The realistic potential earnings are in the low to mid six-figures (depending on markets served)." So we have base pay and incentive. - Schedule: maybe "Moderate travel required". Not exactly schedule. Could be under Schedule? Not given. Might not include Schedule if no explicit schedule. The instruction: include a section ONLY when posting has real, specific content for it. There's no explicit schedule like full-time, part-time, hours. So we omit Schedule. Also there is "Impact You’ll Make" paragraph maybe could be part of About the role or Responsibilities? Could be separate but not in list of headings. We'll incorporate into About the role or Responsibilities. We must not include boilerplate like EEO statement, application instructions, hashtags, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like base pay, incentive, benefits list, qualifications, etc. We must not repeat job title as heading. The job title is "Sr Mortgage Advisor". Not to be used as heading. We need to output only HTML fragment, no /, no markdown fences. Let's craft:

About the role

...intro paragraph about BECU, purpose-driven, people helping people, history, future, etc. Also include Impact You’ll Make paragraph maybe.

But we need to ensure we don't duplicate content. Let's extract the intro: "Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities." Then later: "Impact You’ll Make The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Your contributions and the deepening of mortgage sourcing and member relationships are the driving force behind the growth and success of BECU. It's not just about ticking off tasks on a list; it's about driving significant and positive change in BECU, where your contributions are valued, and your growth is continually fostered." We could combine these into About the role. Then Responsibilities: list under "What You’ll Do". Items: - Create meaningful mortgage solutions: You'll connect with members in person and through brokers, focusing on more than just selling mortgage loan packages. Your role will involve understanding their needs, offering the right solutions, and building long-lasting relationships. - Build and maintain strong relationships: You will be the first point of contact for mortgage products and services, working to deepen relationships with agents, builders, and other professionals. Your ability to create and deepen mortgage sourcing relationships is essential for the success of BECU's expansion markets. - Generate new mortgage relationships: Prospecting and lead generation will be a key part of your role, with a focus on creating new mortgage relationships to drive BECU's growth. - Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience. - Represent BECU in the community: Actively participating in community organizations and events to generate new mortgage business and educate others about the benefits of BECU's mortgage products and services. - Serve as an escalation point: Being a direct point of contact for member issues and concerns, demonstrating the value and support BECU offers. - Moderate travel required We need to put each as
  • . Then Requirements (minimum qualifications): - Bachelor’s degree or equivalent work or education related experience - Minimum 3 years of mortgage loan sales experience, self-generating mortgage volume of $12 million or greater annually - Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO) Then Qualifications (desired qualifications): - Expert relationship management, problem resolution, and customer service skills - Strong sales, prospecting, and follow-up skills - Proficient math skills, with a high degree of accuracy including the ability to perform complex income analysis - Proficient verbal and written skills to effectively communicate in the English language Then Skills: maybe we could combine desired qualifications into Skills. But we already have Qualifications for desired. Could also have Skills separate: maybe list of skills like relationship management, problem resolution, etc. However we already have those under Qualifications. To avoid duplication, we could treat Qualifications as both minimum and desired, but instruction includes both Requirements and Qualifications headings. We'll use Requirements for minimum, Qualifications for desired. Then Benefits: list: - 401(k) Company Match (up to 3%) - 4% annual contribution to your 401(k) by BECU - Medical, Dental and Vision (family contributions as well) - PTO Program + Exchange Program - Tuition Reimbursement Program - BECU Cares volunteer time off + donation match We need to keep exactly as written. The bullet list originally: "401(k) Company Match (up to 3%)4% annual contribution to your 401(k) by BECUMedical, Dental and Vision (family contributions as well)PTO Program + Exchange ProgramTuition Reimbursement ProgramBECU Cares volunteer time off + donation match". There's missing punctuation but we keep as separate items. We'll split: - 401(k) Company Match (up to 3%) - 4% annual contribution to your 401(k) by BECU - Medical, Dental and Vision (family contributions as well) - PTO Program + Exchange Program - Tuition Reimbursement Program - BECU Cares volunteer time off + donation match Pay: we need to include base pay and incentive. We could format as

    Base Pay Rate: $45,032.00 annually

    Incentive Compensation: Uncapped*, varies based on individual performance

    Transition Package During Ramp up

    *Uncapped earning potential aligns with market benchmarks. The realistic potential earnings are in the low to mid six-figures (depending on markets served).

    Or combine into one

    . But we need to preserve all info. We'll put each sentence as separate

    or combine. Schedule: none. We must not include any boilerplate like EEO statement, hashtags, application instructions, etc. Now produce HTML. Let's craft:

    About the role

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities.

    The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Your contributions and the deepening of mortgage sourcing and member relationships are the driving force behind the growth and success of BECU. It's not just about ticking off tasks on a list; it's about driving significant and positive change in BECU, where your contributions are valued, and your growth is continually fostered.

    Responsibilities

    • Create meaningful mortgage solutions: You'll connect with members in person and through brokers, focusing on more than just selling mortgage loan packages. Your role will involve understanding their needs, offering the right solutions, and building long-lasting relationships.
    • Build and maintain strong relationships: You will be the first point of contact for mortgage products and services, working to deepen relationships with agents, builders, and other professionals. Your ability to create and deepen mortgage sourcing relationships is essential for the success of BECU's expansion markets.
    • Generate new mortgage relationships: Prospecting and lead generation will be a key part of your role, with a focus on creating new mortgage relationships to drive BECU's growth.
    • Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.
    • Represent BECU in the community: Actively participating in community organizations and events to generate new mortgage business and educate others about the benefits of BECU's mortgage products and services.
    • Serve as an escalation point: Being a direct point of contact for member issues and concerns, demonstrating the value and support BECU offers.
    • Moderate travel required

    Requirements

    • Bachelor’s degree or equivalent work or education related experience
    • Minimum 3 years of mortgage loan sales experience, self-generating mortgage volume of $12 million or greater annually
    • Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

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