Mortgage Financing Advisor - (Pulte Mortgage)
Pulte Mortgage, Chicago, Illinois, United States
Overview
Position is located in Schaumburg, IL. In-office work arrangement. Will require in-office work and daily travel to local, Pulte communities.
Monthly Auto Allowance offered
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 and close 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: Yes
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 required. 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
Mortgage guideline expertise and the ability to structure loans
Additional Information
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 work week
This position will require driving to sales communities across the Division
Bilingual skills (Spanish /English) preferred
Compensation & Benefits
Pay Range - $80,000 to $106,000 per year dependent upon experience.
This position is eligible for an annual bonus based on the successful completion of defined performance objectives.
Benefits include up to 9 paid company holidays, up to 6 sick days, and up to 17 PTO days per year (22 PTO days after 10+ years).
401(k) plan, medical, dental, and vision insurance, company-paid disability, basic life insurance, parental leave, voluntary coverage options, Employee Assistance Program, and tuition reimbursement as applicable.
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from recruiters or third-party agencies. See policy for details. 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. Reasonable accommodation is provided for applicants with disabilities. All employees must comply with fair lending laws and company policies. All offers are contingent upon background checks and applicable regulations. This position is subject to the CFPB Loan Originator Compensation Rule. This organization participates in e-Verify.
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Monthly Auto Allowance offered
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 and close 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: Yes
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 required. 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
Mortgage guideline expertise and the ability to structure loans
Additional Information
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 work week
This position will require driving to sales communities across the Division
Bilingual skills (Spanish /English) preferred
Compensation & Benefits
Pay Range - $80,000 to $106,000 per year dependent upon experience.
This position is eligible for an annual bonus based on the successful completion of defined performance objectives.
Benefits include up to 9 paid company holidays, up to 6 sick days, and up to 17 PTO days per year (22 PTO days after 10+ years).
401(k) plan, medical, dental, and vision insurance, company-paid disability, basic life insurance, parental leave, voluntary coverage options, Employee Assistance Program, and tuition reimbursement as applicable.
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from recruiters or third-party agencies. See policy for details. 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. Reasonable accommodation is provided for applicants with disabilities. All employees must comply with fair lending laws and company policies. All offers are contingent upon background checks and applicable regulations. This position is subject to the CFPB Loan Originator Compensation Rule. This organization participates in e-Verify.
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