Executive Mortgage Advisor

Finaya Home Loans; Charlotte (NC); On-site; USD 100,000 - 500,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Finaya Home Loans, an AI-powered mortgage advisory firm, is seeking an Executive Mortgage Advisor to guide clients from inquiry to closing. Based in Rock Hill, SC, this full-time hybrid role combines in-office collaboration with flexibility for remote work and potential full remote option for non-commutable distances.

Responsibilities include assessing client financial profiles, recommending mortgage products, explaining terms, rates, and repayment options, using AI tools to enhance advisory

Qualifications

• Strong knowledge of mortgages and finance with experience in mortgage advisory or lending.

Responsibilities

• Assessing client financial profiles
• Providing clear explanations of terms, rates, and repayment options
• Using AI-driven tools to enhance advisory quality
• Managing a pipeline of leads
• Supporting marketing efforts to grow the client base
• Maintaining compliance with regulatory standards
• Preparing accurate documentation
• Building long-term relationships with clients, real estate partners, and internal stakeholders

Skills

Mortgage advisory experience

NMLS licensure or willingness

AI tools literacy

Excellent communication

Attention to detail

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Finaya Home Loans is an AI-powered mortgage advisory firm focused on meeting the needs of modern homeownership. The company leverages advanced technology to simplify mortgage decisions and provide tailored, data-driven guidance to clients. Finaya Home Loans aims to make home financing more transparent, efficient, and accessible for a wide range of borrowers. Team members collaborate closely with clients to deliver personalized solutions while working within a forward-thinking, innovation-driven environment.

About the Role

The Executive Mortgage Advisor is a full-time role responsible for guiding clients through the mortgage process from initial inquiry to closing. Based in Rock Hill, SC, this hybrid position combines in-office collaboration with flexibility for some work from home. We are also open to fully remote if not in a commutable distance. Day-to-day tasks include assessing client financial profiles, recommending suitable mortgage products, and providing clear explanations of terms, rates, and repayment options. The Executive Mortgage Advisor will use AI-driven tools to enhance advisory quality, manage a pipeline of leads, and support marketing efforts to grow the client base. The role also involves maintaining compliance with regulatory standards, preparing accurate documentation, and building long-term relationships with clients, real estate partners, and internal stakeholders.

Responsibilities

• Assessing client financial profiles
• Providing clear explanations of terms, rates, and repayment options
• Using AI-driven tools to enhance advisory quality
• Managing a pipeline of leads
• Supporting marketing efforts to grow the client base
• Maintaining compliance with regulatory standards
• Preparing accurate documentation
• Building long-term relationships with clients, real estate partners, and internal stakeholders

Qualifications

• Strong knowledge of Mortgages and Finance, with experience in mortgage advisory or lending.
• Skills in Mortgage Marketing to develop and manage campaigns, nurture leads, and support business growth.
• Background in Financial Planning to analyze client needs, affordability, and long-term financial goals.
• NMLS licensure, or willingness to obtain relevant qualification.
• Proficiency with digital tools and AI-enhanced platforms; ability to interpret data-backed insights for client recommendations.
• Excellent communication, interpersonal, and client service skills, with the ability to explain complex information in clear terms.
• High attention to detail, strong organizational skills, and commitment to regulatory and ethical standards.
• Bachelor’s degree in finance, business, economics, or a related field is preferred, or equivalent professional experience.

Required Skills

• Mortgage advisory or lending experience
• NMLS licensure or willingness to obtain
• Proficiency with digital tools and AI-enhanced platforms
• Excellent communication and interpersonal skills
• Attention to detail and strong organizational skills

Preferred Skills

• Experience in developing and managing marketing campaigns
• Ability to analyze client needs and long-term financial goals

Pay range and compensation package

Monthly draw plus BPS and Unit Bonus (Expected income $100k-$500k+)

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and encourage applications from all qualified individuals.