Client-Focused Mortgage Loan Advisor

Strive Solutions; Bend (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

Strive Solutions in Bend, OR is seeking an experienced mortgage professional to guide borrowers from application to closing. You will cultivate relationships, analyze client financials, and present suitable mortgage options while ensuring a smooth, compliant process.

You will collect documents, verify requirements, and support clients with timely, clear communication, aiming to meet lending standards and production goals in a client-focused environment.

Qualifications

• Sales-oriented mindset with customer focus.
• Detail-focused approach and financial analysis ability.
• Familiarity with mortgage lending requirements and compliance.
• Professional communication and service orientation.

Responsibilities

• Source, cultivate, and maintain borrower relationships through the mortgage process.
• Collect, review, and verify required documentation.
• Structure loan scenarios and present mortgage products.
• Support clients through the application, ensuring a clear experience.
• Ensure lending activities comply with regulations and internal policies.
• Deliver timely, accurate communication and customer service.
• Manage expectations and work toward production goals.

Skills

Sales mindset

Relationship building

Financial analysis

Mortgage compliance

Communication skills

Job description

Strive Solutions in Bend, OR is seeking an experienced mortgage professional to guide borrowers from application to closing. You will cultivate relationships, analyze client financials, and present suitable mortgage options while ensuring a smooth, compliant process.

You will collect documents, verify requirements, and support clients with timely, clear communication, aiming to meet lending standards and production goals in a client-focused environment.