Mortgage Financing Advisor - (Pulte Mortgage) at PulteGroup

Bluffton, South Carolina, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Mortgage, Real Estate, HomebuildingIndustries

Requirements

High School diploma or equivalent (Bachelor’s degree preferred)
Minimum 3-5 years previous related experience in mortgage lending (preferred)
1-2 years successful sales and/or business development experience (preferred)
Valid Driver's License (driving is an essential function)
Active NMLS License (must be able to obtain and maintain mortgage license)
Proficiency in Microsoft Office Suite
Ability to communicate actionable and valuable information clearly, effectively, and professionally to various parties
Proactive and self-motivated to set and achieve sales goals
Excellent customer service acumen and presentation skills
Ability to work in a fast-paced, high-volume environment
Excellent time management skills and ability to manage multiple priorities
Analytical and problem-solving skills
Strong financial acumen
Mortgage guideline expertise and ability to structure loans
Bilingual skills (Spanish/English) preferred

Responsibilities

Meet with buyer prospects to provide financial guidance, expertise, and preapproval services
Sell the value of Pulte Mortgage to potential buyers requiring financing and set expectations for application and documentation
Build relationships and provide training with PulteGroup sales consultants
Develop partnership with centralized operations teammates
Ensure smooth transition from pre-contract activities to loan application with the Mortgage Operations team
Provide accurate loan backlog status visibility during weekly builder meetings and assist in progressing loans through pipeline for on-time construction starts and closings
Contribute to branch performance (e.g., Capture Retention, Customer Service, Compliance, Supporting Financial Goals)
Build 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

Skills

Key technologies and capabilities for this role

Mortgage FinancingFinancial GuidancePreapproval ServicesRelationship ManagementSales TrainingLoan Backlog ManagementCustomer ServiceCompliance

Questions & Answers

Common questions about this position

Is this position remote or in-office?

The position is in-office and located in Bluffton, South Carolina, requiring daily travel to local Pulte communities.

What benefits are offered for this role?

A monthly auto allowance is offered to support the daily travel requirements.

What are the required skills for the Mortgage Financing Advisor role?

Key skills include proficiency in Microsoft Office Suite, excellent communication and customer service acumen, presentation skills, time management, and the ability to work in a fast-paced environment.

What experience and qualifications are needed for this position?

A minimum High School diploma is required (Bachelor’s preferred), 3-5 years in mortgage lending preferred, 1-2 years in sales/business development preferred, a valid Driver's License, and an active NMLS License.

What makes a strong candidate for this Mortgage Financing Advisor role?

Strong candidates will have mortgage lending experience, sales skills, an active NMLS license, and demonstrate proactivity, self-motivation, and excellent relationship-building abilities.