Mortgage Financing Advisor

3 weeks ago

Brentwood, Tennessee, United States PulteGroup Full time

Job Summary

The Mortgage Financing Advisor is a key role within PulteGroup, responsible for providing precontract and preapproval advisory conversations with potential homebuyers. This includes builder sales training and support, mortgage loan backlog management, marketing efforts, and relationship management across all stakeholders.

Primary Job 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.
  • Develop partnerships with PulteGroup sales consultants and 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, assisting in the progress of loans through the 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, and other key metrics.
  • Build strong partnerships with the Sales team to help sell more homes.
  • Provide exceptional customer service to all stakeholders.
  • Support customer service efforts.

Requirements

  • 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.

Preferred Skills

  • 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.
  • Ability to work in a fast-paced, high-volume environment.
  • Strong financial acumen.

Additional Information

  • This position is subject to the CFPB Loan Originator Compensation Rule.
  • Salary offered plus an annual bonus structure.
  • 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.

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