Mortgage Financing Advisor - (Pulte Mortgage)

Mortgage Financing Advisor

Position is located in Bluffton, South Carolina. In-office work arrangement. Will require in-office work and daily travel to local Pulte communities. Monthly Auto Allowance offered.

Job Summary

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to 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; setting expectations for application and documentation.
• Relationship building and training with 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 progress of loans through pipeline to ensure on-time construction starts and closings.
• Contribute to branch performance as measured by Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.
• Strong partnership with the Sales team to help sell and close more homes.
• Provide exceptional customer service to all stakeholders.
• Support customer service efforts.
• Perform other duties as assigned.

Scope

Required Education / Experience

Required Licensing, Registration and / or Certifications

Required Skills / Knowledge

Additional Information