Home Loan Advisor: Builder Relationships & Financing

Tri Pointe Homes; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is seeking an experienced Loan Officer in Houston to build and grow relationships with New Home Advisors and guide borrowers through the financing process. You will analyze financials, explain loan options, and ensure timely, compliant closings on-site with the builder partner.

You must have a bachelor’s degree or equivalent, 3–5 years of processing or origination experience, and a solid knowledge of mortgage products.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 3-5 years of processing or origination experience, preferably within a builder environment.
• Thorough knowledge of all mortgage products to include FHA, VA, and Conventional loans.
• Working knowledge of loan origination systems, Encompass a plus.
• Working knowledge of automated underwriting systems.
• Strong overall computer skills, specifically Microsoft Office products.
• Proven ability to build strong business relationships internally and externally.
• Excellent communications skills, written and verbal.
• Exceptional customer service skills, live, virtually and electronically.
• Ability to multi-task and work in a high paced environment.
• Ability to manage a large pipeline of loans.
• Strong negotiation and persuasion skills.
• Organized and attentive to detail.
• Excellent problem-solving skills.
• Strong analytical skills.
• Team player with the ability to work independently.

Responsibilities

• Build and grow local relationships with Tri Pointe Homes’ New Home Advisors in each community.
• Advise customers of product/pricing policies and guidelines while gathering required information.
• Maintain knowledge of lending programs, policies, procedures, and regulatory requirements for FHA, VA and Conventional Loans.
• Attend on-site meetings with the New Home Advisors.
• Collect and analyze each customer's financial information to determine loan eligibility.
• Advise borrowers on risks and benefits of loan options.
• Discuss loan products to meet individual needs.
• Obtain documentation and verify information in the LOS.
• Communicate with homebuyers, New Home Advisors, Processing, Underwriting, Closing, title company, and builder partner.
• Manage rate lock and negotiate within pricing parameters.
• Maintain personal production and timely closings.
• Meet or exceed company benchmarks.
• Provide professional, high-level customer service.
• Attend weekly meetings and complete required training.
• Utilize the appropriate Automated Underwriting System and submit loans to Underwriting.
• Maintain knowledge of originations by state, federal, and investor guidelines.
• Keep up with product knowledge and required CE/national exams; support training initiatives.
• Take on new responsibilities as directed by leadership.

Skills

Mortgage product knowledge

Relationship building

Microsoft Office

Excellent communication

Customer service

Multi-tasking

Pipeline management

Negotiation

Problem solving

Attention to detail

Team player

Education

Bachelor’s degree or equivalent

Tools

Encompass

Automated underwriting systems

Job description

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is seeking an experienced Loan Officer in Houston to build and grow relationships with New Home Advisors and guide borrowers through the financing process. You will analyze financials, explain loan options, and ensure timely, compliant closings on-site with the builder partner.

You must have a bachelor’s degree or equivalent, 3–5 years of processing or origination experience, and a solid knowledge of mortgage products.