Residential Financing Consultant

2 weeks ago


Albuquerque, New Mexico, United States Homewise Full time
Job Overview

Are you dedicated to delivering exceptional service to individuals in our community? Consider a position with Homewise, a non-profit organization committed to fostering successful homeowners. Our offerings empower clients with essential knowledge and financial capabilities, provide access to affordable housing and lending solutions, and support them as partners throughout their home-buying journey.

Position Summary:

We are in search of a mission-driven, adaptable, and proactive individual with strong customer service abilities and effective communication skills to fill the role of Home Purchase Advisor (HPA). In this capacity, you will collaborate with clients to evaluate their financial circumstances and guide them toward qualifying for a suitable, fixed-rate mortgage loan.

Key Responsibilities:

  • Build trusting and supportive relationships with prospective homeowners.
  • Assess and analyze clients' financial situations to formulate actionable plans for homeownership.
  • Provide continuous coaching and follow-up for a designated caseload to ensure steady progress toward home readiness.
  • Offer post-purchase guidance to assist clients in identifying and resolving budgetary or credit issues to maintain timely payments.
  • Facilitate a smooth transition for clients to Homewise's Real Estate Sales Associate Brokers and Lending team as they become ready to purchase.
  • Collaborate with Real Estate Sales Associate Brokers and Lending team to eliminate obstacles for clients in the home buying process.
  • Work closely with colleagues, including Real Estate Sales Associate Brokers, Loan Officers, and Loan Processors, to uphold best practices in customer service.
  • Utilize the Homewise, Inc. STARS database system to monitor client progress, along with other electronic tools to enhance service delivery.
  • Adhere to all relevant regulations, policies, and procedures.
  • Assist with financial education workshops for prospective homeowners, including preparation, presentation, and follow-up.

Qualifications:

  • High school diploma or equivalent required.
  • College degree preferred.

To apply, please submit your resume along with a cover letter detailing your interest in Homewise and your suitability for this role.



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