Mortgage Advisor

4 days ago

Long Beach Twp, NJ, United States Weichert Companies Full time

Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators -- they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs.

The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates.

Job responsibilities include, but are not limited to, the following:

  • Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office.
  • Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company.
  • Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards.
  • Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program.
  • Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision.
  • Stays abreast of changes in market conditions that affect the Company's many loan products.
  • Communicates regularly with all participants during the loan origination process, keeping them updated on the status.
  • Provides excellent customer service at all times and provides solutions for customer concerns.
  • Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative.
  • Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements.
  • Updates lead portals, the CRM and other tracking software on a regular basis.
  • Performs other duties as assigned.
The ideal candidate will meet the following requirements:
  • High school diploma or GED
  • Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity
  • At least one (1) to three (3) years of retail mortgage loan origination experience preferred
  • General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience
  • Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines
  • Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis
  • Ability to set goals and divide processes into timelines
  • Excellent problem-solving skills are essential
  • Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products
  • Excellent oral and written communications skills
  • Ability to conduct presentations and hold one-on-one meetings
  • Ability to multitask in a fast-paced environment
  • Superior customer services skills with a strong attention to detail
  • Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions
  • Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

In addition to a base salary up to $32,219, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.

  • Senior Mortgage Loan Officer

    2 weeks ago

    Galloway Twp, NJ, United States Fulton Bank Full time

    Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Senior Mortgage Loan Officer

    2 weeks ago

    Galloway Twp, NJ, United States Fulton Bank Full time

    Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Senior Mortgage Loan Officer

    1 week ago

    Egg Harbor Twp, NJ, United States Fulton Bank, N.A. Full time

    Senior Mortgage Loan OfficerJob Locations US-NJ-Galloway | US-NJ-Egg Harbor Township | US-NJ-NorthfieldRequisition ID 2024-20219Location NameGallowayCountyAtlanticCategory Mortgage BankingPosition Type (Portal Searching) Full-TimeFLSA Status Non-ExemptValue PropositionOur values define us and our culture inspires us to change lives for the better. Our...

  • Financial Advisor

    1 week ago

    Deptford Twp, NJ, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Wealth Advisor

    12 hours ago

    Bridgewater Twp, NJ, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Mortgage Loan Officer

    4 weeks ago

    North Palm Beach, United States Simplend Mortgage LLC Full time

    Job Description Job Description Simplend Mortgage was founded by mortgage executives who’ve lived the challenges loan officers face—and built something better. We leverage technology, process innovation, and real-time training to help our team deliver faster closings, better pricing, and unmatched client experiences. By removing layers of inefficiency...

  • Mortgage Advisor

    2 weeks ago

    Beach Haven, United States Pennsylvania Staffing Full time

    Mortgage AdvisorAbout the Role: As a Mortgage Advisor, you will be responsible for the origination of mortgage loans and the marketing of loan products in a specific area.Minimum Qualifications:High school diploma or equivalent.Demonstrated sales experience and real estate knowledge.A valid driver's license with a clean driving...

  • Mortgage Loan Officer

    2 weeks ago

    Panama City Beach, FL, United States Bank of England Mortgage Full time

    Looking for highly motivated Mortgage Loan Originators in the Panama City, FL and Auburn, AL areas. About the Role: The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan...

  • Mortgage Loan Officer

    1 week ago

    Panama City Beach, FL, United States Bank of England Mortgage Full time

    Looking for highly motivated Mortgage Loan Originators in the Panama City, FL and Auburn, AL areas. About the Role: The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan...

  • Mortgage Loan Officer

    2 weeks ago

    Panama City Beach, FL, United States Bank of England Mortgage Full time

    Looking for highly motivated Mortgage Loan Originators in the Panama City, FL and Auburn, AL areas. About the Role: The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan...

  • Mortgage Loan Officer

    2 weeks ago

    Panama City Beach, FL, United States Bank of England Mortgage Full time

    Looking for highly motivated Mortgage Loan Originators in the Panama City, FL and Auburn, AL areas. About the Role: The Mortgage Loan Officer plays a critical role in guiding clients through the residential lending process, ensuring they secure the most suitable mortgage products to meet their financial needs. This position involves evaluating loan...

  • Credit Solutions Advisor

    4 weeks ago

    Long Beach, United States Bank of America Full time

    Credit Solutions Advisor IIAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This...

  • Credit Solutions Advisor

    4 weeks ago

    Long Beach, United States Bank of America Full time

    Credit Solutions Advisor IIAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This...

  • Community Home Lending Advisor, Long Beach, CA

    3 weeks ago

    Long Beach, United States JPMorgan Chase Full time

    Community Home Lending AdvisorJoin our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated...

  • Credit Solutions Advisor

    2 weeks ago

    Long Beach, CA, United States Bank of America Full time

    Credit Solutions Advisor - Bixby/Atlantic Long Beach, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge...