Mortgage Advisor

Role Overview:

We are seeking a driven, detail-oriented, and customer-centric Mortgage Advisor to join our growing team. In this role, you will be the trusted guide for clients navigating one of the biggest financial decisions of their lives: buying a home. You will evaluate their financial profiles, explain various loan options, and guide them through the entire mortgage application process from pre-approval to closing.

The ideal candidate possesses deep knowledge of lending products, a sharp analytical mind, and exceptional communication skills to turn complex financial jargon into clear, actionable advice.

Key Responsibilities:

• Client Consultation: Meet with prospective homebuyers to assess their financial situations, credit histories, and homeownership goals.
• Loan Structuring: Analyze financial data to recommend the best mortgage products tailored to the client's needs.
• Application Management: Guide clients through the pipeline, collecting necessary documentation (tax returns, bank statements etc) and ensuring applications are complete and accurate.
• Compliance & Accuracy: Ensure all loan files comply with local and federal regulations, company policies, and lending guidelines.
• Stakeholder Liaison: Act as the primary point of contact between the client, real estate agents, underwriters, and closing attorneys to ensure a smooth, on-time closing.
• Business Development: Build and maintain a strong referral network of real estate agents, builders, and past clients to generate new business opportunities.

Qualifications & Skills:

Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred (or equivalent practical experience).

Experience: Minimum of 1 year of experience as a mortgage loan officer, advisor, or in a similar retail banking role with a proven track record of meeting sales targets.

Technical Skills: Proficiency with CRM systems.

Soft Skills: * Strong mathematical and analytical abilities.

Excellent relationship-building and communication skills.

High emotional intelligence to handle stressful client situations with empathy and professionalism.

What We Offer:

Competitive salary - to be discussed during interview

Ongoing professional development, training, and licensing support.

How to apply:

Interested candidates may send their CV to :info@ajandbros.com

Work Location: In person