Mortgage Loan Advisor

Jobtailor; Westerville (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

Jobtailor in Westerville, OH, is seeking a mortgage loan professional to respond to customer inquiries by phone or email, supporting the loan process from application through underwriting and closing. The role emphasizes strong communication, product knowledge, and compliance with bank policies.

Ideal candidates have 1–2 years of mortgage-related experience and a college degree is preferred. The position focuses on delivering excellent service while identifying opportunities to cross-sell bank

Qualifications

• 1–2 years of mortgage loan or related experience.
• College degree preferred.
• Strong communication and interpersonal skills.
• Familiarity with bank products and cross-selling practices.

Responsibilities

• Respond to advanced customer needs by telephone or email regarding new mortgage loans.
• Answer incoming calls from potential customers about new mortgage loan requests and questions.
• Identify and cross-sell additional bank products.
• Process customer application requests.
• Facilitate account approval with underwriting, processing and closing departments.
• Identify, assess, manage, monitor and report risks while following bank policies and procedures.

Skills

Interpersonal skills

Communication

Cross-selling

Regulatory awareness

Education

College degree preferred

S.A.F.E. Act/NMLS registration

Job description

Jobtailor in Westerville, OH, is seeking a mortgage loan professional to respond to customer inquiries by phone or email, supporting the loan process from application through underwriting and closing. The role emphasizes strong communication, product knowledge, and compliance with bank policies.

Ideal candidates have 1–2 years of mortgage-related experience and a college degree is preferred. The position focuses on delivering excellent service while identifying opportunities to cross-sell bank