Residential Mortgage Advisor—Build Lasting Partnerships

Kind Lending | NMLS #3925; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Kind Lending is seeking experienced Retail Loan Consultants in San Francisco to proactively generate residential mortgage business and build a residual pipeline. You will network with mortgage professionals, real estate agents, and other partners to meet monthly and annual sales goals.

The role emphasizes guiding clients through loan options, analyzing finances, and delivering tailored mortgage solutions that align with customer needs and Kind Lending guidelines.

Qualifications

• Three or more years’ full-time retail loan origination experience.
• Good judgment, problem-solving and researching skills, and ability to accept responsibility, complex situations, and handle confidential information.
• Ability to structure and price loans.
• Active and/or Approved-inactive NMLS license in the state in which business will be conducted.
• Excellent communication and relationship-building skills.
• Self-motivated, self-starting mortgage professional.
• Detail-oriented with strong organizational and follow-through skills.
• Experience with all mortgage loan products including FHA, VA, conventional, jumbo, refinance, and purchase products.

Responsibilities

• Builds rapport and leverages existing relationships with network and potential borrowers with the goal of helping customers achieve their mortgage financing goals.
• Consult with customers and analyze their financial situations to provide the appropriate solution and advice as to the best loan product for each customer.
• Ensure each loan meets the customer’s needs as well as quality and marketability standards of Kind Lending.
• Understand the process of loan origination and manage the loan application process in conjunction with operational support staff.
• Input and upload application and customer’s information into loan origination software.
• Structure and price loans accurately and in accordance with Kind Lending guidelines.

Skills

Retail loan origination

Communication skills

Relationship-building

Self-motivated

Problem solving

Education

High School diploma

Some college

Job description

Kind Lending is seeking experienced Retail Loan Consultants in San Francisco to proactively generate residential mortgage business and build a residual pipeline. You will network with mortgage professionals, real estate agents, and other partners to meet monthly and annual sales goals.

The role emphasizes guiding clients through loan options, analyzing finances, and delivering tailored mortgage solutions that align with customer needs and Kind Lending guidelines.