Onsite Mortgage Advisor & Community Partnerships

Seacoast Bank Careers

The Villages (FL)

On-site

USD 50,000 - 80,000

Full time

14 days+

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Job summary

The Mortgage Loan Officer is the face of Seacoast Bank’s residential mortgage business in The Villages, building lasting relationships with realtors, builders, site agents, and The Villages sales representatives.

This role blends mortgage expertise with community engagement, spending time in office and in the field to guide homebuyers through the financing process and keep Seacoast top-of-mind for mortgages.

Qualifications

  • High School Diploma or equivalent years of experience required.
  • 2+ years of origination, processing, underwriting, or closing experience preferred.
  • 5+ years in business development and/or financial services experience required.
  • Excellent communication (written and verbal) and interpersonal skills.
  • PC Proficiency in Microsoft Office Suite on multiple devices.
  • This position requires after hours and regular weekend efforts.

Responsibilities

  • Collaborate within the first 90 days with Loan Processing, Underwriting, Closing, and Secondary Market lines to understand the process.
  • Maintain consistent communication with leadership and peer mentor to align with The Villages market expectations.
  • Proactively solicit business onsite within The Villages, including Realtor/Builder offices and model homes.
  • Build and maintain strong in-person partnerships with The Villages sales reps and referrals.
  • Meet customers face-to-face during application and throughout the loan process to provide a concierge-level experience.
  • Drive loan applications and pipeline management to meet a 30-day closing timeline and resolve delays.
  • Collect and provide mortgage-related information to realtors, sales representatives, and customers.
  • Counsel borrowers, take applications, and collect/review documentation.
  • Review documents to assure qualification and submit qualified loan applications for processing.
  • Attend closings, open houses, community events, and local business meetings within The Villages footprint.
  • Maintain accurate calling reports and prospective loan sales pipeline reports.
  • Adhere to BSA/AML requirements and Fair Lending standards.

Skills

Communication
Interpersonal skills
Customer service

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

The Mortgage Loan Officer is the face of Seacoast Bank’s residential mortgage business in The Villages, building lasting relationships with realtors, builders, site agents, and The Villages sales representatives.

This role blends mortgage expertise with community engagement, spending time in office and in the field to guide homebuyers through the financing process and keep Seacoast top-of-mind for mortgages.

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