Field-Based Mortgage Loan Advisor

Belay Bank; San Mateo, Northern (CA, KY); Hybrid; USD 21,000 - 30,000; Full time

Job summary

First Bank is seeking a role focused on sourcing leads for mortgage loans and meeting with borrowers to guide them through the application process. The position involves analyzing financial status, coordinating with underwriters, and assisting with closing steps.

The role emphasizes outside-office interaction, with a hybrid work arrangement and a starting wage of $18.50 per hour. NMLS licensing is required upon hire and a valid driver's license is necessary.

Qualifications

• High school diploma or GED.
• 1–2 years related experience and/or training.
• Proficient with Windows-based software.
• Must have reliable transportation to commute.
• Ability to read, write and interpret documents.

Responsibilities

• Source leads for mortgage home loans.
• Meet with borrowers to obtain loan applications and explain processes.
• Analyze borrowers' financial status using required paperwork.
• Submit applications and confer with underwriters to resolve issues.
• Advise borrowers on underwriting decisions and conditions.
• Coordinate loan closing and document orders.

Skills

Windows-based software

Drive a car

Math skills

Self-motivated

Detail oriented

Education

High school diploma or GED

Job description

First Bank is seeking a role focused on sourcing leads for mortgage loans and meeting with borrowers to guide them through the application process. The position involves analyzing financial status, coordinating with underwriters, and assisting with closing steps.

The role emphasizes outside-office interaction, with a hybrid work arrangement and a starting wage of $18.50 per hour. NMLS licensing is required upon hire and a valid driver's license is necessary.