Mortgage Field Advisor – Meet Clients & Close Home Loans

First-Bank; San Mateo (CA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

First Bank is seeking a motivated Mortgage Loan Officer to work in the San Mateo area. This role focuses on sourcing leads for mortgage home loans, meeting with prospective borrowers, and guiding them through the loan process.

You will analyze financial status, submit applications, coordinate with underwriters, and help clients understand programs and fees. The position is hybrid, combining field work with office collaboration.

Qualifications

• High school diploma or GED required.
• 1–2 years related experience or training.
• Proficient with Windows-based software.
• Must have transportation.
• Able to read, write, and interpret documents and reports.
• Competent math skills.
• NMLS registration required upon hire.
• Self-motivated and detail oriented.
• Thrive in a fast-paced, changing environment.

Responsibilities

• Sourcing leads for mortgage home loans.
• Meet with prospective borrowers to obtain loan applications, explain application process, fees, and programs.
• Analyze borrowers' financial status (income and debt) and collect required paperwork.
• Submit completed applications and confer with underwriters.
• Advise borrowers of underwriting decisions and ensure conditions are met.
• Work with processor and borrower to reconstrue loan under different program if denied.
• Coordinate loan closing, escrow signing, and ordering documents.

Skills

Customer service

Communication

Detail oriented

Fast-paced environment

Self-motivated

Education

GED

Tools

Windows

Job description

First Bank is seeking a motivated Mortgage Loan Officer to work in the San Mateo area. This role focuses on sourcing leads for mortgage home loans, meeting with prospective borrowers, and guiding them through the loan process.

You will analyze financial status, submit applications, coordinate with underwriters, and help clients understand programs and fees. The position is hybrid, combining field work with office collaboration.