Loan Advisor - Purchase

Freedom Mortgage; Boca Raton (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Freedom Mortgage is seeking a Loan Advisor in Boca Raton, Florida. This inside sales role involves providing financial solutions via outbound and inbound calls. Responsibilities include assessing customer qualifications for loan programs, communicating terms, and maintaining professionalism. The position requires a High School Diploma and at least one year of mortgage sales experience. An NMLS/SAFE license is required. The company offers a supportive work environment and promotes equal employment opportunities.

Qualifications

• At least one year of mortgage sales experience is required.
• Ability to read and comprehend professional correspondence and workplace policies.
• Demonstrated strong knowledge of the mortgage industry, products, and regulatory guidelines.

Responsibilities

• Analyze applicant information to determine qualification for loan programs.
• Assist customers in discussing financial objectives.
• Communicate loan program terms and benefits clearly.

Skills

Customer service skills

Communication skills

Knowledge of mortgage industry

Analytical skills

Education

High School Diploma

Job description

Summary

The Loan Advisor role is a customer-focused, inside sales position within the Call Center. Loan Advisors are responsible for both inbound and outbound calls through various marketing tactics, providing financial solutions and excellent customer service to customers as a top priority. The Loan Advisor must immediately notify supervisors and the Licensing Department if there is a change in residential address.

Job Duties and Responsibilities

• Analyzes applicant information to determine whether the customer qualifies for a beneficial loan program.
• Assists customers in discussing financial objectives and goals and takes the initial loan application.
• Clearly communicates the loan program terms and benefits available to the customer, as well as the loan process.
• Ensures all required documents are returned and disclosures are signed in a timely manner.
• Follows the sales process and QA requirements to remain compliant.
• Continually meets and/or exceeds the Sales KPI’s set by Management.
• Responds to customers’ needs and expectations.
• Exhibits excellent communication skills, speaking with customers in a clear, concise, and professional manner.
• Eager to develop knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
• Demonstrates strong knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
• Maintains a professional image and standards consistent with company policies and procedures.
• Maintains regular and punctual attendance.

Other Job Duties and Responsibilities

Performs other related duties as assigned.

Qualifications

Education and Experience

• High School Diploma required.
• At least one (1) year of mortgage sales experience.

Certificates, Licenses, Registrations

NMLS/SAFE, at least one active license or the ability to be licensed without having to retake the SAFE exam.

Language Skills

Ability to read and comprehend instructions, correspondence, memos, and workplace policies; analyze, interpret, and write professional correspondences; write routine business reports; speak effectively with employees and customers; present information to one-on-one and small group situations, and respond to questions from administrators, managers, employees, and the public.

Mathematical Skills

Ability to work with mathematical concepts such as probability, statistical inference, fundamentals of plane and solid geometry, and trigonometry; apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to carry out detailed written and/or verbal instructions, solve problems involving concrete variables in standardized situations, define problems, collect data, establish facts, and draw valid conclusions.

Work Environment

Work is normally performed in a typical interior office environment, not subject to hazardous or unpleasant elements. Noise level is usually moderate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

The employee is frequently required to sit and talk or hear, occasionally required to stand, walk, use hands, reach, and sometimes lift up to 25 pounds. Reasonable accommodations may be made as needed.

Equal Employment Opportunity

Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants and employees are encouraged to meet with Human Resources to discuss accommodations on a case‑by‑case basis in accordance with applicable law.

Job Responsibilities Disclaimer

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered an all‑inclusive list of all the work requirements. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.