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Mortgage Advisor II – Branch

Achieve · Kansas City

New
Mid 🇬🇧 English
Loan Origination System CRM credit vendor system NMLS

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

6 views · 0 interested

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Achieve

Kansas City