Mortgage Financing Advisor - (Pulte Mortgage)

Pulte Mortgage LLC; San Antonio (TX); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Healthcare coverage

PTO and Work/Life Benefits

Retirement Plan with Company Match

Mortgage Financing Discounts

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

MS Office Suite

Sales goals

Customer service

Time management

Multitasking

Financial acumen

Bilingual (desirable)

Ausbildung

High School diploma or equivalent

Bachelor’s degree preferred

Tools

MS Office Suite

Jobbeschreibung

This position is 100% in person Monday - Friday in San Antonio, Texas.

Job Summary

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team.

Primary Job Responsibilities

• Meet with buyer prospects to provide financial guidance, expertise and preapproval services.
• Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
• Relationship building and training with PulteGroup sales consultants.
• Develop partnership with centralized operations teammates.
• Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
• Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on‑time construction starts and closings.
• Contribute to branch performance as measured by Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.
• Strong partnership with the Sales team to help sell more homes.
• Provide exceptional customer service to all stakeholders.
• Support customer service efforts.
• Perform other duties as assigned.

Scope Decision Impact

Individual Department Responsibility: None
Budgetary Responsibility: No
Direct Reports: No
Indirect Reports: No

Physical Requirements

Not applicable

Required Education/Experience

• Minimum High School diploma or equivalent.
• Bachelor’s degree preferred.
• Minimum 3-5 years previous related experience in mortgage lending is preferred.
• 1 - 2 years successful sales and/or business development experience is preferred.

Required Licensing, Registration and/or Certifications

• Valid Driver's License as driving is an essential function of this position.
• An active NMLS License is preferred. Must be able to obtain and maintain mortgage license.

Required Skills/Knowledge

• Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner.
• Proficiency in Microsoft Office Suite required.
• Ability to be proactive and self‑motivated to set and achieve sales goals.
• Must have excellent customer service acumen and presentation skills.
• Incumbent must have the ability to work in a fast‑paced, high‑volume environment.
• Will possess excellent time management skills.
• Have the ability to manage multiple priorities, possess analytical and problem‑solving skills.
• Will possess strong financial acumen.
• Bilingual skills are highly desirable.

Additional Information

This position is subject to the CFPB Loan Originator Compensation Rule. Salary offered plus an annual bonus structure. No cold calling and not a commissioned-based position. This position is office-based, requiring in‑office attendance five days a week to foster team collaboration and ensure direct customer engagement. Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed. This position consists of a 5‑day workweek that requires occasional weekend and/or evening hours, such as grand openings. This position will require driving to sales communities across the Division PulteGroup, Inc. and its affiliates.

We do not accept unsolicited resumes from individual recruiters or third‑party recruiting agencies (collectively, “Recruiters”). If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job. All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes. All offers of employment are contingent upon clear results of a comprehensive pre‑hire background check including credit, criminal, education and employment. This position is subject to the CFPB Loan Originator Compensation Rule. This Organization Participates in e‑Verify. California Privacy Policy.

Here at PulteGroup: We will not send correspondence from any non‑PulteGroup email (for example, we will not contact you via a gmail, yahoo or outlook email address). We conduct our interviews in person or via phone or Teams/Zoom video (we would never conduct an interview via text message or Teams chat). We will not issue you a check as part of your onboarding for any reason (including for supplies, home office equipment, computers, etc.). We will not request money as part of your interview or onboarding process. If you suspect you have been contacted by a scammer and would like to verify the legitimacy of an offer, please contact [e-mail].

PulteGroup Employee Benefits

• Comprehensive, Flexible and Affordable Healthcare Coverage Options
• Supplemental Healthcare Coverage Opportunities
• PTO and Work/Life Benefits
• Health Advocacy and Wellness
• Retirement Plan with Company Match
• Education and Employee Assistance Programs
• Paid Parental Leave and Adoption Benefits
• Mortgage Financing Discounts through Pulte Mortgage