Mortgage Advisor

• 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

Explore Mortgage Solutions Advisor – Licensed at Equity Resources, Inc. Review requirements and application details.