Mortgage Financing Advisor - (Pulte Mortgage)

Pulte Mortgage; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Pulte Mortgage is seeking a Mortgage Financing Advisor in San Antonio, TX, to provide precontract and preapproval advisory conversations with potential homebuyers. Role includes builder sales training support and managing mortgage loan backlog in collaboration with Mortgage Operations.

The position emphasizes relationship management across all stakeholders, strong customer service, and coordination with the sales team to drive home purchases and ensure smooth loan processes.

Qualifications

• Minimum High School diploma or equivalent; Bachelor's degree preferred.
• 3–5 years in mortgage lending is preferred.
• 1–2 years of successful sales or business development experience preferred.
• Valid Driver's License is required.
• Active NMLS license is preferred; must obtain mortgage license.

Responsibilities

• Meet with buyer prospects to provide financial guidance and preapproval services.
• Sell mortgage options and set expectations for application and documentation.
• Build relationships with PulteGroup sales consultants.
• Develop partnerships with centralized operations teammates.
• Ensure smooth transitions from pre-contract activities to loan application with Mortgage Operations.

Skills

Communication

Sales

Customer service

Time management

Financial acumen

Bilingual

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

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. however not limited. to 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

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.

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