Overview
Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to assist clients in achieving the American Dream of Homeownership. Our Mortgage Advisors are on the front lines of the real estate process. We provide access to leads from various sources and opportunities to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate with access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The role develops and maintains existing customer relationships and identifies new opportunities from various channels. Working with our Realtor partners, the mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. The position partners with the Office Manager to convert leads and add value to our Sales Associates. Responsibilities
Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal circle to generate leads, and proactively follows up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service and solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-date on product availability and provides customers with contact information for the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state laws and regulations, company policies and procedures, and all applicable investor guidelines, including maintaining mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. Qualifications
High school diploma or GED Individual state loan originator license(s) required for states in which the employee engages in any mortgage loan origination activity At least 1 to 3 years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion to recommend appropriate products Ability to set goals and divide processes into timelines Excellent problem-solving skills Proficiency in Microsoft Office and ability to learn the Company's proprietary mortgage software Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer service skills with strong attention to detail Exceptional math skills including basic arithmetic Knowledge and ability to use typical office equipment In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon factors including candidate's skills, education, experience, location, and/or certifications. Weichert offers a comprehensive benefits package, including medical, dental, and vision insurance, life and disability coverage, 401(k), Paid Time Off (PTO), Flexible Spending Accounts (FSA), and more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
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Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to assist clients in achieving the American Dream of Homeownership. Our Mortgage Advisors are on the front lines of the real estate process. We provide access to leads from various sources and opportunities to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate with access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The role develops and maintains existing customer relationships and identifies new opportunities from various channels. Working with our Realtor partners, the mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. The position partners with the Office Manager to convert leads and add value to our Sales Associates. Responsibilities
Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal circle to generate leads, and proactively follows up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service and solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-date on product availability and provides customers with contact information for the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state laws and regulations, company policies and procedures, and all applicable investor guidelines, including maintaining mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. Qualifications
High school diploma or GED Individual state loan originator license(s) required for states in which the employee engages in any mortgage loan origination activity At least 1 to 3 years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion to recommend appropriate products Ability to set goals and divide processes into timelines Excellent problem-solving skills Proficiency in Microsoft Office and ability to learn the Company's proprietary mortgage software Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer service skills with strong attention to detail Exceptional math skills including basic arithmetic Knowledge and ability to use typical office equipment In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon factors including candidate's skills, education, experience, location, and/or certifications. Weichert offers a comprehensive benefits package, including medical, dental, and vision insurance, life and disability coverage, 401(k), Paid Time Off (PTO), Flexible Spending Accounts (FSA), and more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
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