Mortgage Solutions Advisor – Licensed

Equity Resources, Inc

. Contact previous customers and prequalified borrowers through calls, emails, and text messages .

Posted 10/27/2026full-timeColumbus • Ohio • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage lending processes, including application, underwriting, and closing procedures, while maintaining compliance with federal and state regulations. Excels in customer engagement and relationship management, leveraging technology to enhance communication and service delivery.

Highest-signal resume keywords

Mortgage Loan Originator LicenseCustomer Service ExperienceEncompass ProficiencyKnowledge of Lending GuidelinesBachelor's Degree in Business or Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Application ProcessingLoan PricingFinancial AnalysisCredit ReviewUnderwriting ProceduresResidential ProcessingMicrosoft Word ProficiencyMicrosoft Excel ProficiencyMicrosoft Outlook ProficiencyGovernment Lending Guidelines

Soft Skills

Strong Verbal CommunicationInterpersonal SkillsProblem-Solving SkillsOrganizational SkillsSelf-Motivated

Tools & Technologies

EncompassERMAMicrosoft Copilot

Certifications & Qualifications

State-Specific Mortgage LicenseNational Mortgage Licensing Exam

Industry Keywords

Mortgage ProductsRefinance OpportunitiesCustomer EngagementLoan Process UpdatesReferral Solicitation

About the role

Key responsibilities & impact

Contact previous customers and prequalified borrowers through calls, emails, and text messages
Maintain contact, solicit referrals, solicit new applications, and ask how servicing is being handled
Contact prequalified applicants, take applications, price loans, arrange borrower calls with Mortgage Specialists, and provide loan-process updates
Maintain consistent contact with borrowers and past customers to identify purchase, refinance, and referral opportunities
Assist with mortgage applications, answer questions, follow up on incomplete applications, and connect borrowers with Mortgage Specialists
Proactively engage customers, request introductions and referrals, and achieve daily contact and follow-up goals
Review financial, credit, and property information to help determine mortgage loan feasibility
Maintain knowledge of available mortgage products and lending guidelines
Provide updates from application through closing, manage expectations, resolve concerns, and deliver responsive service
Use Encompass, ERMA, Microsoft Copilot, and other technology to access loan information, communicate, and track customer activity
Document customer contacts and outcomes and provide progress updates to management
Complete continuing education, maintain state licensing, and comply with federal and state regulations and company standards
Partner with borrowers, Mortgage Specialists, and internal teams; attend required meetings and perform additional responsibilities as assigned

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience
Appropriate state-specific mortgage license(s), or ability to pass the National Mortgage Licensing Exam and obtain required state license(s) within 90 days under Temporary Authority
Approved Mortgage Loan Originator License in multiple states
2+ years of customer service or sales experience; call center experience preferred
Ability to learn, retain, and apply mortgage lending knowledge, including conventional and government guidelines, federal regulations, and residential processing, underwriting, and closing procedures
Proficiency in Microsoft Word, Excel, and Outlook; Encompass experience preferred
Strong verbal, written, interpersonal, and reading comprehension skills
Professional phone presence and comfort communicating throughout the day
Ability to communicate and collaborate effectively with customers, internal teams, vendors, lenders, and employees at all levels
Strong customer service, organization, judgment, and independent problem-solving skills
Ability to follow detailed written and verbal instructions
Self-motivated, team-oriented, and driven to succeed in a fast-paced, competitive environment

Benefits

Comp & perks

Consistent hybrid schedule following completion of training
Flexible hours and alternate/flexible schedules
Hourly base wage plus commission potential
401(k) option with a generous company match
Full benefits package including pet insurance
Medical, dental, and vision insurance
Company-paid life insurance
Referral programs: $500 for each borrower referred and up to $5,000 for referring an experienced Loan Officer
Stable, employee-focused company
Continuing education