Home Loan Advisor

Carolina One Mortgage LLC

Not specified; benefits: medical, dental, vision i...
Hybrid
Pass safe exam and obtain licensing
Minimum 6 months mortgage servicing experience
Process borrower information into 1003 form
The Home Loan Advisor role combines sales and customer service to offer refinance products to existing customers without transferring them

Job Summary

  • The Home Loan Advisor role combines sales and customer service to offer refinance products to existing customers without transferring them.
  • Employees are responsible for originating mortgage products through leads and centralized telemarketing channels after passing the SAFE exam.
  • The company offers a comprehensive benefits package including medical, dental, vision, 401(k) match, and paid volunteer time off.

Matching Summary

The Home Loan Advisor role combines sales and customer service to offer refinance products to existing customers without transferring them.

Salary

Not specified; Benefits: Medical, dental, vision insurance; 401(k) with employer match; Paid leave programs

Skills & Requirements

Must-have

  • Pass SAFE exam and obtain licensing
  • Minimum 6 months mortgage servicing experience
  • Process borrower information into 1003 form
  • Review AUS findings and supporting documentation
  • Lock loans in H2O system

Nice-to-have

  • Sales experience preferred
  • Bachelor's degree preferred
  • Ability to overcome objections
  • High level interpersonal skills
  • Positive attitude and strong work ethic

Key Requirements

  • High school diploma or equivalent required
  • Must pass federal background check
  • Must meet all SAFE licensing requirements
  • Minimum 6 months mortgage servicing experience
  • Smartphone meeting security standards required

Work Rights

Not specified

Tailored Resume

Cover Letter