Mortgage Advisor II - Branch

Achieve; Kansas City (MO); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, and vision with HSA/F

Competitive vacation and sick time off

Wellness programs

Pet care discounts

Achieve Care Fund

Diversity and inclusion ERGs

Job summary

Achieve is expanding to Missouri, hiring a call center loan officer who may advance to Branch Manager and/or Qualified Individual in MO. You’ll support residential HELOC loans, learn mortgage systems, and pursue NMLS licenses to broaden licensing coverage.

You’ll work with mortgage sales tools and assists applicants through the full loan process, collaborating with cross‑functional teams and staying current with state licensing requirements.

Qualifications

• 3+ years of mortgage lending experience.
• Active MO residency and NMLS eligibility.
• Ability to obtain required state and federal licenses.
• Strong communication and teamwork.

Responsibilities

• Evaluate applicants' financial status and property details to determine mortgage eligibility.
• Educate clients on the Lendage mortgage products and the application process.
• Assist clients in completing mortgage applications with the information needed.
• Operate mortgage systems and CRM across the end‑to‑end process.
• Maintain ongoing communication with applicants and vendors.

Skills

Great communication skills

Self-motivation

Positive attitude

Competitive spirit

Independent worker

Team player

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

• 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.