Mortgage Loan Advisor: Home Financing Solutions

United States Digital Space LLC; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

United States Digital Space LLC in Plano, TX is seeking a Mortgage Call Center Associate to help clients finance home purchases, refinance existing mortgages, or obtain HELOCs. You will analyze financial goals, collect supporting documents, and guide applicants through the loan process in a fast-paced environment.

The role requires 1+ year sales or mortgage experience, strong client care, and excellent communication.

Qualifications

• 1+ year sales and/or mortgage experience or exposure
• Strong client care and communication skills
• Ability to assess client needs and promote products
• Familiarity with loan products and regulatory requirements
• Ability to work under pressure and manage multiple tasks

Responsibilities

• Provides exceptional client care
• Answers inbound calls and makes outbound calls to guide clients on lending needs
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes to meet guidelines and manage risk
• Communicates with clients and partners throughout the lending process
• Identifies opportunities to recommend bank products through referrals

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Written Communications

Client Management

Loan Structuring

Pipeline Management

Problem Solving

Collaboration

Credit Documentation Requirements

Critical Thinking

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC in Plano, TX is seeking a Mortgage Call Center Associate to help clients finance home purchases, refinance existing mortgages, or obtain HELOCs. You will analyze financial goals, collect supporting documents, and guide applicants through the loan process in a fast-paced environment.

The role requires 1+ year sales or mortgage experience, strong client care, and excellent communication.