End-to-End Mortgage Advisor

Coulter Services; Lodi (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Coulter Services is seeking a Mortgage Loan Specialist to assist borrowers with home purchase and refinance mortgages. You’ll work with warm leads, conduct borrower consultations, and structure loan solutions that fit clients’ needs.

Responsibilities include managing each loan file from application through closing, ensuring accuracy, compliance, and strong communication throughout the process. Build trust and educate clients about mortgage options to grow expertise.

Qualifications

• Strong client service and relationship-building skills.
• Ability to educate clients and explain mortgage processes.
• Solid understanding of mortgage lending and loan documentation.
• High integrity, attention to detail, and clear communication.
• Motivated, goal-oriented mindset with a desire to grow expertise.

Responsibilities

• Consult with borrowers to understand goals, financial profiles, and lending needs.
• Develop and present mortgage options and recommendations.
• Coordinate and manage loan documentation from application to closing.
• Maintain clear, proactive communication with clients and stakeholders.
• Ensure files are complete, accurate, and compliant.

Skills

Client service

Educate clients

Mortgage lending knowledge

Attention to detail

Clear communication

Job description

Coulter Services is seeking a Mortgage Loan Specialist to assist borrowers with home purchase and refinance mortgages. You’ll work with warm leads, conduct borrower consultations, and structure loan solutions that fit clients’ needs.

Responsibilities include managing each loan file from application through closing, ensuring accuracy, compliance, and strong communication throughout the process. Build trust and educate clients about mortgage options to grow expertise.