Hybrid Licensed Mortgage Loan Advisor (HELOC)

Upstart; Burlingame (CA); Hybrid; USD 39,950 - 53,726; Full time

Benefits offered by this job

Competitive compensation

401(k) with company match

ESPP

Health coverage

Paid time off

Job summary

Upstart, based in the US, is seeking a Licensed Loan Advisor for its Mortgage Operations team. This hybrid role supports home lending applicants from application through completion and involves both direct borrower guidance and operational execution.

The position requires an active NMLS license, 2+ years in mortgage-related roles, and the ability to manage complex customer communications. Office days are expected 1–2 per week in Columbus, OH or Burlingame, CA.

Qualifications

• Active NMLS license is required.
• 2+ years in mortgage or related financial services roles supporting customers directly.
• Experience handling complex customer communications and escalations.
• Experience reviewing borrower documentation such as tax forms, financial statements, and credit information.

Responsibilities

• Guide borrowers through the home lending application process with clear next steps and expectations.
• Build trust with borrowers through consultative interactions via phone and written channels.
• Manage application-related tasks with accuracy and timely progress.
• Identify issues or gaps in borrower information and coordinate with cross-functional teams to resolve them.

Skills

Customer communication

Problem solving

Attention to detail

Education

High school diploma or GED

Job description

Upstart, based in the US, is seeking a Licensed Loan Advisor for its Mortgage Operations team. This hybrid role supports home lending applicants from application through completion and involves both direct borrower guidance and operational execution.

The position requires an active NMLS license, 2+ years in mortgage-related roles, and the ability to manage complex customer communications. Office days are expected 1–2 per week in Columbus, OH or Burlingame, CA.