Capital & Home Financing Strategist

Menkiti Group; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Menkiti Group's Mission Mortgage is seeking a Lending Advisor to join its residential mortgage team in the Washington, DC area. You will be a financial partner embedded with real estate and insurance specialists, guiding clients before, during, and after a loan closes to ensure financing aligns with their broader wealth plan.

Responsibilities include delivering multi-option pre-approval packages within 24 hours, managing loan pipelines from pre-approval through settlement, and co-leading client

Qualifications

• Active NMLS license with state originations in DC, MD, or VA.
• Minimum 3+ years of residential mortgage originations and financial analysis experience.
• Strong knowledge of conventional, FHA, VA and jumbo loan programs.

Responsibilities

• Deliver multi-option pre-approval packages within 24 hours of client consultation.
• Co-lead client strategy sessions alongside real estate and insurance advisors.
• Manage loan pipelines from pre-approval through underwriting and settlement.
• Annually re-engage closed clients to evaluate refinancing opportunities.
• Educate buyers and sellers on purchasing power and home equity strategies.

Skills

Financial analysis

Client relations

Mortgage origination

Advisory skills

Education

NMLS license

Residential mortgage origination

Tools

LOS software

CRM systems

Job description

Menkiti Group Lending Advisor - Mission Mortgage

• Full-time

About Mission Mortgage

Mission Mortgage is a premier residential lending organization committed to empowering individuals, families, and investors through tailored home financing and capital strategies. Operating as an essential lending pillar inside an integrated real estate advisory network, Mission Mortgage goes beyond issuing mortgages; we structure intelligent financing models that protect home equity, optimize purchasing power, and foster long-term wealth creation.

The Role Vision: From Loan Originator to Capital & Equity Strategist

The MG Lending Advisor does not view mortgage lending as a standalone paperwork process. You are an essential financial partner embedded within a multi-pillar advisory team working alongside real estate and insurance specialists. You guide clients before, during, and long after a loan closes, ensuring their home financing aligns with their broader financial trajectory.

Full Responsibilities

Capital & Purchase Modeling:Deliver multi-optionpre-approval packages, buyerpurchasingmodels, and seller net sheets within 24 hours of client consultation.

Integrated Advisory Participation:Co-lead client strategy sessions alongside MG Home Advisors and Town & Country Insurance Advisors to present unified real estate, loan, and risk plans.

Loan Origination & Structuring:Manage loan pipelines from pre-approval through underwriting and settlement,maintainingtransparent communication with clients and agents.

Annual Mortgage Health Reviews:Re-engage closed clients annually to evaluate refinancing opportunities, debt consolidation, rate optimization, and cash-out equity strategies.

Buyer & Seller Education:Conduct financing workshops and produce educational material onpurchasingpower, interest rate positioning, and home equity preservation.

System Adoption, Adaptability & Technical Competencies

System Adaptability:High adaptability to master and execute within current enterprise lending software, CRM platforms, and automated workflow intake structures.

Tech Stack Competencies:Proficiencywith digital LOS (Loan Origination Systems), integrated CRM pipelines (Lofty/internal lead management engines), Microsoft Forms intake branching, and digital presentation tools.

Data Integrity:Maintainprecise client records and pipeline status tracking to adhere strictly to 24-hour SLA execution targets.

Qualifications & Licensing

Active NMLS License with active state originations in DC, MD, and/or VA.

Minimum3+ years of experience in residential mortgage originations and financial analysis.

Strong understanding of conventional, FHA, VA, jumbo, and specialized buyerassistanceprograms.

All your information will be kept confidential according to EEO guidelines.

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