Mortgage Advisor Job Description


The mortgage advisor counsels clients and companies on choosing the appropriate mortgage that meets with their budget and needs. They need to guide clients about the best mortgage available in the market for their particular circumstances. The responsibilities of a mortgage advisor include meeting clients to assess financial circumstances including completing fact finds, sourcing mortgage using special software, communicating with lenders about various products available, completing application forms for the client, speaking with lawyers and estate agent to confirm details of a mortgage, calculate rental yield, criteria to buy properties, make sure documentation is properly signed and witnessed, handling clients complaint and maintaining record about clients mortgage details. Professionals may work in banks, insurance companies and they can be self-employed.

Mortgage Advisor Job Titles:

  • Mortgage Advisor  (Part-Time)
  • Mortgage Advisor
  • Mortgage Processor
  • Senior Advisor
  • Mortgage Processing Manager
  • Personal Mortgage Advisor

Mortgage Advisor Job Summary:

We are looking to hire a successful candidate who has a degree and holds experience as a mortgage advisor to lead a production team. The duties and responsibilities include determine apt mortgage loan financing product for each client, develop and maintain successful relationships with clients, referrals and industry-based partners, collect and analyze customer financial information, remain current on existing and developing trends for the community and the marketplace, demonstrate the ease of use and adaptability with existing and developing technology, demonstrate knowledge of company product, policy, procedures, and underwriting requirement. We are expanding our high-performance sales culture and innovative approach to mortgage lending to market across the United States.

Mortgage Advisor Responsibilities and Duties:

  • Facilitate the lending process and manage the member through the entire loan process
  • Maintain complete thorough and accurate conversation log for all applications, pre-approval and loan applications in the loan origination system
  • Provide all disclosure determined to be required by federal or state laws and regulations under lender requirement with mandated time frames
  • Ensure receipt of apt documentation provide information necessary to the third party for property appraisal and discuss review status of the application in process
  • Follow the loan through the approval process responding to the request to obtain additional information from the member as well as keeping the member updated on the status of the loan
  • Maintain professional knowledge of all technical aspects of the mortgage industry develop and enhance knowledge of financial market terms and trends and utilize knowledge to provide complete service to the member

Mortgage Advisor Skills and Qualification:

  • Bachelor degree in any subject
  • Must possess a minimum of 3 years of experience in the mortgage industry is preferred
  • Punctual, reliable and must have strong communication skill
  • Self-motivated and strong analytical skills
  • Attention to detail, prioritization skill and time management
  • Motivational and communication skill
  • Technical knowledge of the mortgage industry and its regulation required
  • Demonstrated ability to build and maintain customer relationship
  • Establish originators will maintain minimum production standard of closed loan
  • Must self generate lead and must be coachable
  • Computer skill and ability to interact with clients support staff and partners

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