Mortgage Advisor & Loan Specialist

Sibcy Cline, Inc.; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement savings plan

Professional development opportunities

Competitive salary and bonuses

Job summary

Sibcy Cline, Inc. hires a Mortgage Consultant in Cincinnati to guide clients through financing options and the application process. You will work closely with real estate agents, clients, and the Operations team to ensure smooth, compliant transactions.

The role emphasizes client consultations, documentation collection, and staying informed about market trends to offer optimal loan options. This position requires strong communication and a professional service mindset.

Qualifications

• Bachelor’s degree preferred in business/finance or related field.
• Minimum 2 years of mortgage origination experience.
• Strong knowledge of mortgage banking processes and regulations.

Responsibilities

• Meet with clients to understand financial situation, needs and goals.
• Assist clients in completing mortgage applications and gathering documentation.
• Stay updated on mortgage rates, market trends and lending practices.
• Ensure all mortgage transactions comply with laws and company policies.
• Provide exceptional customer service throughout the mortgage process.
• Build and maintain relationships with real estate agents and lenders to generate referrals.
• Educate agents on mortgage financing during branch office meetings.

Skills

Analytical skills

Communication skills

People skills

CRM systems

Mortgage banking knowledge

Education

Bachelor's degree in business administration, finance, information technology, or related field

2+ years mortgage origination experience

Tools

Mortgage software

CRM systems

MS Office Suite

Job description

Sibcy Cline, Inc. hires a Mortgage Consultant in Cincinnati to guide clients through financing options and the application process. You will work closely with real estate agents, clients, and the Operations team to ensure smooth, compliant transactions.

The role emphasizes client consultations, documentation collection, and staying informed about market trends to offer optimal loan options. This position requires strong communication and a professional service mindset.