Pulte Mortgage · 9 hours ago
Mortgage Financing Advisor - (Pulte Mortgage)
Pulte Mortgage is a financial services company specializing in mortgage lending. The Mortgage Financing Advisor is responsible for providing financial guidance to homebuyers, managing relationships with sales consultants, and ensuring smooth transitions in the mortgage application process.
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
Relationship building and training with PulteGroup sales consultants
Develop partnership with 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; assist in progress of loans through pipeline to ensure on-time construction starts and closings
Contribute to branch performance as measured by. however not limited. to Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc
Strong partnership with the Sales team to help sell and close more homes
Provide exceptional customer service to all stakeholders
Support customer service efforts
Perform other duties as assigned
Qualification
Required
Minimum High School diploma or equivalent
Valid Driver's License as driving is an essential function of this position
An active NMLS License is required. Must be able to obtain and maintain mortgage license
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
Must have excellent customer service acumen and presentation skills
Incumbent must have the ability to work in a fast-paced, high-volume environment
Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills
Will possess strong financial acumen
Mortgage guideline expertise and the ability to structure loans
Preferred
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
Bilingual skills (Spanish /English) preferred
Benefits
Up to 9 paid company holidays per year
Up to 6 days of sick pay
Up to 17 PTO days per year (and up to 22 PTO days per year upon 10 or more years of service)
Participate in the Company’s 401(k) Plan
Medical, dental, and vision insurance coverage
Company-paid disability
Basic life insurance
Parental leave
Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity
Employee Assistance Program
Tuition reimbursement
Company
Pulte Mortgage
Pulte Mortgage is a financial services company that provides lending and new home construction financing for customers.
Funding
Current Stage
Late StageLeadership Team
Recent News
Company data provided by crunchbase