Mortgage Financing Advisor - (Pulte Mortgage)

Mortgage Financing Advisor

Position is located in Orlando, FL. In-office work arrangement. Will require in-office work and travel to local Pulte communities. Monthly Auto Allowance offered.

Job Summary

The Mortgage Financing Advisor is primarily responsible for pre-contract and pre-approval 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 pre-approval 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 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