Mortgage Advisor II - Branch

Achieve; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision with HSA/FSA

Paid vacation and sick time off

Volunteer days

Wellness program

Job summary

Achieve is expanding its mortgage operations in Missouri and seeks a call center loan officer. The role can evolve to Branch Manager and/ or Qualified Individual in MO, offering the chance to shape a growing mortgage business in the state.

You will learn mortgage-specific systems and work toward reactivating NMLS licenses while receiving leads and applying consultative sales skills. You will need MO residency, active NMLS or reactivation, and passing the SAFE exam, with 3+ years mortgage lending

Qualifications

• MO resident required to reside in MO.
• Active NMLS license or ability to reactivate.
• Passed the SAFE exam.
• 3+ years of mortgage lending experience.
• Eligible to complete state and federal licensing requirements.

Responsibilities

• Evaluate applicants' financial status, credit and property details for mortgage eligibility.
• Advise clients on Lendage mortgage products and application process.
• Assist clients in completing mortgage applications and collecting required information.
• Operate LO systems, CRM, and related software across end-to-end mortgage process.
• Communicate with prospects, applicants, and third-party vendors with follow-up.
• Aim to qualify for multiple state mortgage licenses within 45 days.

Skills

NMLS active

SAFE exam

Mortgage lending

Licensing requirements

Team player

Communication skills

Self-motivation

Positive attitude

Competitive spirit

Care, integrity values

Tools

Loan Origination System

CRM

Credit vendor system

Job description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner.

Job Description

Achieve is coming to Missouri and we are hiring a call center loan officer. The role will potentially act as our Branch Manager and/or Qualified Individual in Missouri. This is an outstanding opportunity to join Achieve’s growing mortgage business at the ground level in Missouri and help shape it. Come help us disrupt the market.

Achieve Loans is highlighted in Bankrate’s 2026 Home Equity Review, receiving an overall 4.8 out of 5 rating for its home equity line of credit (HELOC). Bankrate assessed Achieve Loans’ home equity line of credit (HELOC) across three areas: affordability, availability, and borrower experience. The review highlights Achieve Loans’ fixed-rate, fully amortizing HELOC structure and faster-than-average funding timelines for borrowers consolidating high-interest debt.

As a call center loan officer, 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 mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well.

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 MO resident - role must reside in MO
• 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.