Mortgage Financing Advisor - Vancouver WA/Portland, OR (Pulte Mortgage)
Pulte Mortgage, Vancouver, WA, United States
Location: Vancouver, WA OR Portland, OR – work in both locations.
Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers, including builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. This is a non‑origination role supporting loans already originated through the centralized mortgage operations center. The position acts as a business and production relationship manager and liaison to the 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; set expectations for application and documentation.
Build relationships and train 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 progressing loans through the pipeline to ensure on‑time construction starts and closings.
Contribute to branch performance, including Capture Retention, Customer Service, Compliance, and financial goals.
Partner with the Sales team to help sell 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: No
Physical Requirements: Not applicable
Required Education / Experience
Minimum high school diploma or equivalent. Bachelor’s degree preferred.
Minimum 3‑5 years related experience in mortgage lending is preferred.
1‑2 years of successful sales and/or business development experience is preferred.
Required Licensing, Registration and/or Certifications
Valid driver’s license (driving is an essential function).
An active NMLS license is preferred. Must be able to obtain and maintain a mortgage license.
Required Skills / Knowledge
Effective communication of actionable information to multiple stakeholders.
Proficiency in Microsoft Office Suite.
Proactive and self‑motivated to set and achieve sales goals.
Excellent customer service acumen and presentation skills.
Ability to work in a fast‑paced, high‑volume environment.
Strong time‑management, analytical and problem‑solving skills.
Strong financial acumen.
Bilingual skills are highly desirable.
Salary Range $86,200 to $107,700 annually, depending on experience. This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.
Benefits In addition to up to 9 paid company holidays per year, employees receive up to 8 days of sick pay and accrue up to 15 PTO days per year for employees with less than 10 years of service (up to 20 PTO days per year for those with 10 or more years). Participants are eligible for a 401(k) plan, medical, dental, vision, company‑paid disability, basic life insurance, parental leave, and voluntary insurance options. An employee assistance program and tuition reimbursement (as applicable) are also offered. State‑required benefits such as paid family and medical leave insurance and/or paid sick time may apply.
Additional Information
This position is subject to the CFPB Loan Originator Compensation Rule.
Salary 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 direct customer engagement.
Candidate should be open to flexible scheduling and adapt to change as needed.
The position may require occasional weekend and/or evening hours, such as grand openings.
Driving to sales communities across the Division is required.
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.
We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to participate in the application process.
All employees must be committed to fair and nondiscriminatory lending under the Equal Credit Opportunity and Fair Housing Acts and to compliance with all applicable laws, regulations, and company policies.
All offers of employment are contingent upon clear results of a comprehensive pre‑hire background check including credit, criminal, education, and employment.
This position is subject to the CFPB Loan Originator Compensation Rule.
This organization participates in e‑Verify.
California Privacy Policy.
#J-18808-Ljbffr
Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers, including builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. This is a non‑origination role supporting loans already originated through the centralized mortgage operations center. The position acts as a business and production relationship manager and liaison to the 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; set expectations for application and documentation.
Build relationships and train 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 progressing loans through the pipeline to ensure on‑time construction starts and closings.
Contribute to branch performance, including Capture Retention, Customer Service, Compliance, and financial goals.
Partner with the Sales team to help sell 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: No
Physical Requirements: Not applicable
Required Education / Experience
Minimum high school diploma or equivalent. Bachelor’s degree preferred.
Minimum 3‑5 years related experience in mortgage lending is preferred.
1‑2 years of successful sales and/or business development experience is preferred.
Required Licensing, Registration and/or Certifications
Valid driver’s license (driving is an essential function).
An active NMLS license is preferred. Must be able to obtain and maintain a mortgage license.
Required Skills / Knowledge
Effective communication of actionable information to multiple stakeholders.
Proficiency in Microsoft Office Suite.
Proactive and self‑motivated to set and achieve sales goals.
Excellent customer service acumen and presentation skills.
Ability to work in a fast‑paced, high‑volume environment.
Strong time‑management, analytical and problem‑solving skills.
Strong financial acumen.
Bilingual skills are highly desirable.
Salary Range $86,200 to $107,700 annually, depending on experience. This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.
Benefits In addition to up to 9 paid company holidays per year, employees receive up to 8 days of sick pay and accrue up to 15 PTO days per year for employees with less than 10 years of service (up to 20 PTO days per year for those with 10 or more years). Participants are eligible for a 401(k) plan, medical, dental, vision, company‑paid disability, basic life insurance, parental leave, and voluntary insurance options. An employee assistance program and tuition reimbursement (as applicable) are also offered. State‑required benefits such as paid family and medical leave insurance and/or paid sick time may apply.
Additional Information
This position is subject to the CFPB Loan Originator Compensation Rule.
Salary 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 direct customer engagement.
Candidate should be open to flexible scheduling and adapt to change as needed.
The position may require occasional weekend and/or evening hours, such as grand openings.
Driving to sales communities across the Division is required.
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.
We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to participate in the application process.
All employees must be committed to fair and nondiscriminatory lending under the Equal Credit Opportunity and Fair Housing Acts and to compliance with all applicable laws, regulations, and company policies.
All offers of employment are contingent upon clear results of a comprehensive pre‑hire background check including credit, criminal, education, and employment.
This position is subject to the CFPB Loan Originator Compensation Rule.
This organization participates in e‑Verify.
California Privacy Policy.
#J-18808-Ljbffr