Skip to main content
Seeking an Ohio Licensed Mortgage Advisor, the full-time hybrid role will manage outreach to previous customers and prequalified borrowers through calls, emails, and texts to solicit referrals, take applications, and provide updates throughout the loan process.
Key responsibilities: Maintain consistent contact with prequalified borrowers and past customers to identify future opportunities Assist with mortgage applications, answer questions, and connect borrowers with Mortgage Specialists for financing options Utilize technology to document customer interactions and provide timely updates from application through closingRequired qualificationsBachelor's degree in Business, Finance, Administration, or a related field, or equivalent experience State-specific mortgage license or ability to obtain it within 90 days under Temporary Authority 2+ years of customer service or sales experience, preferably in a call center Proficiency in Microsoft Office applications; Encompass experience is preferred Ability to learn and apply mortgage lending knowledge, including guidelines and federal regulations

Also on the board Same function, level within a rung

Level

Mid

Location

New York, NY

Occupation

Loan Officers

Industry

Mortgage and Nonmortgage Loan Brokers

Posted

yesterday

Apply for this role (opens in a new tab)