Mortgage Advisor II

Achieve; Tempe (AZ); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision

Vacation and sick time

Wellness programs

Pet care discounts

Achieve Care Fund

Employee resource groups

Job summary

Achieve’s Tempe office seeks a Mortgage Advisor II to evaluate applicants, educate clients on Lendage mortgage products, and guide them through the mortgage process in a fast-growing digital finance environment.

This role requires AZ residency, active or easily reactivated NMLS, and SAFE exam completion. You’ll work in-office five days a week with a guaranteed monthly bonus for the first three months and a track toward licensing across states.

Qualifications

• Active AZ resident or able to reside in AZ.
• Active NMLS license (or able to be reactivated).
• Passage of SAFE exam.
• 3+ years of mortgage lending experience.
• Eligible to complete state and federal MLO licensing requirements, including pre-license education and background checks.

Responsibilities

• Evaluate applicants' financial status, credit, and property details to determine mortgage eligibility.
• Educate clients on Lendage mortgage products and the application process.
• Assist clients in completing mortgage applications and gathering required information.
• Navigate the end-to-end mortgage process using LOS, CRM, and other systems.
• Maintain proactive communication with prospects, applicants, and vendors throughout the process.
• Qualify for multiple state mortgage licenses within ~45 days and continue professional development.

Skills

Active NMLS

SAFE Exam

Mortgage lending exp

Independent worker

Team player

Strong communication

Self-motivation

Positive attitude

Competitive spirit

Achieve core values

Job description

Job Description

As a Mortgage Advisor II, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly‑learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well.

• We offer a guaranteed monthly bonus for first three months!
• Our top producers for the Mortgage Advisor II role make north of 250K!

Our office is conveniently located in Tempe, AZ near Tempe Marketplace and the junction of the 202 and 101. Please note that this role will be working in office five days per week.

What you’ll do:

• Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility
• Advise and educate clients on the Lendage mortgage products and the application process
• Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval
• Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process
• Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow‑up throughout the mortgage process
• You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledge

Qualifications

What you’ll bring:

• Current AZ resident - role must reside in AZ
• Active NMLS (or able to be reactivated)
• Have passed the SAFE exam
• 3+ years of mortgage lending experience
• Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre‑license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company
• Ability to work both independently and as a team player
• Ability to work in a continually changing, entrepreneurial team environment
• Passion, great communication skills, self‑motivation, a positive attitude, and competitive spirit
• Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity

Additional Information

All your information will be kept confidential according to EEO guidelines.

Achieve well-being with:

• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Join Achieve, change the future.

At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work‑from‑home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.