Home Financing Advisor & Client Solutions

Fox Point Recruitment LLC; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading recruitment agency in Charlotte, NC is seeking a Centralized Lending Specialist. This role involves providing exceptional client care, assisting with mortgage applications, and guiding clients through financing solutions. Candidates must have at least 1 year of sales and mortgage experience, strong communication skills, and the ability to work under pressure. The position requires adherence to SAFE Act registration.

Qualifications

• 1+ year sales and mortgage experience.
• Strong relationship-deepening and client care mentality.
• Ability to assess client needs and suggest alternative products.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and makes outbound calls for client guidance.
• Utilizes multiple technology systems to assist customers.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Client Management

Loan Structuring

Problem Solving

Credit Documentation Requirements

Critical Thinking

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School

Job description

A leading recruitment agency in Charlotte, NC is seeking a Centralized Lending Specialist. This role involves providing exceptional client care, assisting with mortgage applications, and guiding clients through financing solutions. Candidates must have at least 1 year of sales and mortgage experience, strong communication skills, and the ability to work under pressure. The position requires adherence to SAFE Act registration.