Mortgage Advisor II – Branch
Achieve · Kansas City
Job description
About the role
Achieve is launching its mortgage business in Missouri and seeks a call‑center loan officer who may also serve as Branch Manager or Qualified Individual. This full‑time, onsite role focuses on residential HELOCs and future mortgage products.
Key responsibilities
- Evaluate applicants' financial status, credit, and property details to determine mortgage eligibility.
- Advise and educate clients on Lendage mortgage products and guide them through the application process.
- Complete mortgage applications, gathering required documentation for approval.
- Operate the Loan Origination System, CRM, credit vendor system, and related software throughout the end‑to‑end mortgage process.
- Maintain constant communication with prospects, loan applicants, and third‑party vendors, providing continual follow‑up.
Required profile
- Current Missouri resident.
- Active NMLS license (or ability to reactivate) and passed the SAFE exam.
- Minimum 3 years of mortgage lending experience.
- Ability to obtain state and federal MLO licenses within 45 days.
- Self‑motivated, able to work independently and as part of an entrepreneurial team.
Required skills
- Proficiency with Loan Origination System (LOS).
- Experience using CRM platforms.
- Familiarity with credit vendor systems.
- Knowledge of NMLS licensing requirements.
What we offer
- 401(k) with employer match.
- Medical, dental, and vision coverage with HSA and FSA options.
- Competitive vacation, sick leave, and dedicated volunteer days.
- Wellness support via Employee Assistance Program and health programs.
- Pet care discounts, financial hardship assistance, and employee resource groups.
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Published 17 hours ago
Expires 1 month from now
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Achieve
Kansas City
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