Home Loan Advisor: Mortgage Options & Approval

Socket.dev; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Socket.dev in Tampa, FL is seeking a Mortgage Originator to guide clients through the loan process and advise on suitable mortgage products. You will collect documents, assess finances, and determine pre-qualification while maintaining strong client relationships.

The role requires 2+ years of origination experience, knowledge of lending regulations, and excellent communication skills. On-site position with opportunities to network with real estate partners.

Qualifications

• High School diploma or GED and at least 2 years of mortgage origination experience.
• Ability to assess clients' financial situations through financial analysis.
• Knowledge of lending regulations and compliance requirements.
• Strong verbal and written communication skills.
• Excellent customer service and relationship-building abilities.

Responsibilities

• Meet with potential borrowers to understand financial goals and homeownership aspirations.
• Maintain knowledge of various mortgage products and educate clients on features, benefits, and terms.
• Assist clients with the mortgage application process and collect required documentation.
• Analyze credit reports, financial statements and DTI to determine pre-qualification.
• Maintain relationships to drive long-term growth; network with real estate professionals to generate leads; provide positive experiences.
• Ensure regulatory compliance by staying updated on lending rules and regulations.

Skills

Origination systems

Mortgage products

Communication skills

Customer service

Financial analysis

Lending regulations

Education

High School diploma or GED

Bachelor’s degree (preferred)

Tools

Origination software

Regulatory compliance systems

Job description

Socket.dev in Tampa, FL is seeking a Mortgage Originator to guide clients through the loan process and advise on suitable mortgage products. You will collect documents, assess finances, and determine pre-qualification while maintaining strong client relationships.

The role requires 2+ years of origination experience, knowledge of lending regulations, and excellent communication skills. On-site position with opportunities to network with real estate partners.