Mortgage Financing Advisor: Preapproval & Builder Relations

Pulte Mortgage LLC; San Antonio (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

PTO and Work/Life Benefits

Retirement Plan with Company Match

Mortgage Financing Discounts

Job summary

Pulte Mortgage LLC is seeking a Mortgage Financing Advisor to guide homebuyers through precontract and preapproval conversations, with a focus on builder sales training and stakeholder relationship management. This is a non-origination role that supports originated loans via the Mortgage Operations center.

The position requires a high school diploma (Bachelor’s preferred) and 3–5 years in mortgage lending, with 1–2 years in sales or business development.

Qualifications

• Minimum high school diploma or equivalent; bachelor’s degree preferred.
• 3–5 years mortgage lending experience preferred.
• 1–2 years successful sales or business development experience preferred.
• Bilingual skills are highly desirable.

Responsibilities

• Meet with buyer prospects to provide financial guidance and preapproval services.
• Sell the value of Pulte Mortgage to buyers requiring financing; set expectations for application and documentation.
• Build relationships and train with PulteGroup sales consultants.
• Partner with centralized operations teammates and ensure smooth transition to loan application.
• Provide loan backlog status visibility during weekly builder meetings and assist in progress of loans.
• Contribute to branch performance metrics such as customer service and compliance.
• Partner with Sales team to help sell more homes.
• Provide exceptional customer service and support customer service efforts.
• Perform other duties as assigned.

Skills

Communication

MS Office Suite

Sales goals

Customer service

Time management

Multitasking

Financial acumen

Bilingual (desirable)

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

MS Office Suite

Job description

Pulte Mortgage LLC is seeking a Mortgage Financing Advisor to guide homebuyers through precontract and preapproval conversations, with a focus on builder sales training and stakeholder relationship management. This is a non-origination role that supports originated loans via the Mortgage Operations center.

The position requires a high school diploma (Bachelor’s preferred) and 3–5 years in mortgage lending, with 1–2 years in sales or business development.