Field Mortgage Loan Advisor

First Bank-MO; San Mateo (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

First Bank-MO is seeking a Mortgage Home Loan Advisor who spends more than 80% of time outside the office, meeting potential borrowers and helping them finance a new home.

You will source leads, gather applications and required paperwork, coordinate with processors and underwriters, explain programs, and guide borrowers through closing.

This role requires strong communication, organization, and the ability to thrive in a fast-paced environment.

Qualifications

• Have a high school diploma or general education degree (GED).
• Have one to two years related experience and/or training.
• Are proficient with Windows-based software.
• Have the ability to drive a car or obtain other reliable transportation is required.
• Are able to speak, read, write and effectively interpret documents and reports.
• Have competent math skills.
• Are registered under the Nationwide Mortgage Licensing System (NMLS) – required upon hire.
• Are self-motivated and extremely detail oriented.
• Thrive in a fast-paced, constantly changing environment.

Responsibilities

• Sourcing leads for mortgage home loans.
• Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.
• Analyze perspective borrowers’ financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan.
• Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns.
• Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met.
• Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program.
• Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process.

Skills

Communication

Math skills

Detail oriented

Self-motivated

Adaptability

NMLS registration

Reliable transportation

Windows-based software

Education

High school diploma or GED

Tools

Windows

Job description

First Bank-MO is seeking a Mortgage Home Loan Advisor who spends more than 80% of time outside the office, meeting potential borrowers and helping them finance a new home.

You will source leads, gather applications and required paperwork, coordinate with processors and underwriters, explain programs, and guide borrowers through closing.

This role requires strong communication, organization, and the ability to thrive in a fast-paced environment.