Licensed Loan Advisor

Jobtailor; California (MO); On-site; USD 52,000 - 68,000; Full time

Job summary

Jobtailor is seeking a mortgage support specialist to guide borrowers through the home lending application process, providing clear expectations and ensuring a high-quality customer experience. You will build trust via phone and written communications and manage documentation with meticulous attention to detail.

The role requires handling escalations and collaborating with cross-functional teams to resolve issues.

Qualifications

• Active NMLS license required.
• 2+ years in mortgage or related financial services roles.
• Experience handling complex customer communications (verbal & written).
• Experience reviewing borrower documentation (tax forms, financials, credit info).
• Experience supporting HELOC, mortgage, or home lending products.
• Knowledge of mortgage laws, regulations and compliance.
• Able to balance customer service with operational precision in high-volume settings.
• Experience identifying workflow improvements and scalable solutions.
• Experience in fast-paced, high-growth environments with changing priorities.
• High school diploma or GED.

Responsibilities

• Guide borrowers through the home lending application process and set clear expectations.
• Build trust with borrowers through consultative interactions across phone and written channels.
• Manage application-related tasks with accuracy and detail to keep files progressing smoothly.
• Identify issues or inconsistencies in borrower information and coordinate with cross-functional teams to resolve them.
• Support inbound and outbound borrower communications, including escalations and updates.
• Contribute to process improvements to strengthen operations and borrower experience as the team scales.

Skills

Active NMLS license

Customer service

Verbal and written communication

Issue resolution

Process improvement

Attention to detail

High-volume environment

Education

High school diploma or GED

Job description

Responsibilities

• Guide borrowers through the home lending application process, helping them understand next steps, set expectations, and move forward with clarity and confidence.
• Build trust with borrowers through consultative interactions across phone and written channels while delivering a seamless, high-quality customer experience.
• Manage application-related tasks with accuracy and attention to detail, ensuring files progress smoothly and important information is captured clearly.
• Identify issues, gaps, or inconsistencies in borrower information and partner with cross-functional teams to resolve them quickly and effectively.
• Support inbound and outbound borrower communication, including complex questions, escalations, and application updates.
• Contribute to process improvements that strengthen operational excellence and improve the borrower experience as the team scales.

Requirements

• Must have an active NMLS license.
• 2+ years of experience in mortgage, consumer lending, personal banking, or related financial services roles supporting customers directly.
• Experience handling complex customer communications verbally and in writing, including escalations and issue resolution.
• Experience reviewing borrower documentation such as tax forms, financial statements, and credit-related information within a lending process.
• Experience supporting HELOC, mortgage, or other home lending products.
• Knowledge of mortgage laws, regulations, and compliance requirements.
• Ability to balance strong customer service with operational precision in a high-volume environment.
• Experience identifying workflow improvement opportunities and helping implement scalable solutions.
• Experience working effectively in a fast-paced, high-growth environment with changing priorities.
• High school diploma or GED.

Core Competencies

Demonstrates expertise in guiding borrowers through the home lending application process while ensuring compliance with mortgage laws and regulations. Proven ability to manage complex customer communications and improve operational processes to enhance the borrower experience.