Sr Mortgage Advisor - Greater Puget Sound jobs in United States
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BECU · 1 day ago

Sr Mortgage Advisor - Greater Puget Sound

BECU is a financial institution committed to serving its members and communities. The Sr Mortgage Advisor role focuses on building relationships with members and brokers to create meaningful mortgage solutions and drive growth for BECU.

Banking

Responsibilities

Create meaningful mortgage solutions: You'll connect with members in person and through brokers, focusing on more than just selling mortgage loan packages. Your role will involve understanding their needs, offering the right solutions, and building long-lasting relationships
Build and maintain strong relationships: You will be the first point of contact for mortgage products and services, working to deepen relationships with agents, builders, and other professionals. Your ability to create and deepen mortgage sourcing relationships is essential for the success of BECU's expansion markets
Generate new mortgage relationships: Prospecting and lead generation will be a key part of your role, with a focus on creating new mortgage relationships to drive BECU's growth
Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience
Represent BECU in the community: Actively participating in community organizations and events to generate new mortgage business and educate others about the benefits of BECU's mortgage products and services
Serve as an escalation point: Being a direct point of contact for member issues and concerns, demonstrating the value and support BECU offers
Moderate travel required

Qualification

Mortgage loan salesRelationship managementProblem resolutionCustomer serviceSales prospectingComplex income analysisBachelor’s degreeSAFE Act complianceVerbal communicationWritten communication

Required

Bachelor's degree or equivalent work or education related experience
Minimum 3 years of mortgage loan sales experience, self-generating mortgage volume of $12 million or greater annually
Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

Preferred

Expert relationship management, problem resolution, and customer service skills
Strong sales, prospecting, and follow-up skills
Proficient math skills, with a high degree of accuracy including the ability to perform complex income analysis
Proficient verbal and written skills to effectively communicate in the English language

Benefits

401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match

Company

As a member-owned, not-for-profit financial cooperative, BECU is guided by the credit union philosophy of “people helping people.” In fact, putting people over profit guides our everyday business decisions.

Funding

Current Stage
Late Stage

Leadership Team

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Nathan Ramachandran
EVP - CTO
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Ivan Seda, CFA, CPA
Deputy Chief Financial Officer
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Company data provided by crunchbase