HELOC Solutions Advisor (Hybrid)

Freedom Mortgage; Boca Raton (FL); Hybrid; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Freedom Mortgage in Boca Raton, FL is seeking an HELOC Loan Advisor to drive consultative sales within a collaborative call center. The role focuses on front-end activities, guiding customers from inquiry to application and closer while delivering exceptional service.

You will handle inbound/outbound HELOC opportunities, educate customers on options, and coordinate with teams to ensure a positive experience and compliant processes.

Qualifikationen

• High School Diploma required.
• Experience with HELOC loan products, systems, and processes.
• At least one year of mortgage sales experience.
• NMLS/SAFE license or ability to obtain.

Aufgaben

• Conduct needs-based conversations to understand financial goals and recommend HELOC solutions.
• Educate customers on HELOC options, including rates, APR, repayment terms and features.
• Guide customers through inbound and outbound HELOC opportunities during the loan process.
• Assist customers in resolving application issues and ensuring a smooth experience.
• Collaborate with Operations and other partners to resolve concerns and support customers.

Kenntnisse

Negotiation

Time management

Communication

Customer service

Ausbildung

High School Diploma

NMLS/SAFE license (or ability to obtain)

Tools

Loan origination systems

Automated underwriting systems

Jobbeschreibung

Freedom Mortgage in Boca Raton, FL is seeking an HELOC Loan Advisor to drive consultative sales within a collaborative call center. The role focuses on front-end activities, guiding customers from inquiry to application and closer while delivering exceptional service.

You will handle inbound/outbound HELOC opportunities, educate customers on options, and coordinate with teams to ensure a positive experience and compliant processes.