This position can be filled in either the Pleasanton, Greater Bay or Sacramento, CA areas.
Job Summary
The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team.
Primary Job Responsibilities
Meet with buyer prospects to provide financial guidance, expertise and preapproval services.
Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.
Relationship building and training with PulteGroup sales consultants.
Develop partnership with centralized operations teammates.
Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.
Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.
Contribute to branch performance as measured by. however not limited. to Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.
Strong partnership with the Sales team to help sell more homes.
Provide exceptional customer service to all stakeholders.
Support customer service efforts.
Perform other duties as assigned.
Scope
Decision Impact: Individual
Department Responsibility: None
Budgetary Responsibility: No
Direct Reports: No
Indirect Reports: No
Physical Requirements: Not applicable
Required Education/Experience
Minimum High School diploma or equivalent. Bachelor’s degree preferred.
Minimum 3-5 years previous related experience in mortgage lending is preferred.
1 - 2 years successful sales and/or business development experience is preferred.
Required Licensing, Registration and/or Certifications
Required Skills/Knowledge
Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner.
Proficiency in Microsoft Office Suite required.
Ability to be proactive and self-motivated to set and achieve sales goals
Must have excellent customer service acumen and presentation skills
Incumbent must have the ability to work in a fast-paced, high-volume environment
Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills
Will possess strong financial acumen
Bilingual skills are highly desirable.
SALARY RANGE: $86,200 to $107,700 annually depending upon experience.
This position is also eligible for an annual bonus based on the successful completion of defined performance objectives.
Benefits: In addition to up to 9 paid company holidays per year, employees are eligible for up to 8 days of sick pay. Moreover, eligible employees with less than 10 years of service can accrue up to 15 PTO days per year (and up to 20 PTO days per year upon 10 or more years of service). Employees are eligible to participate in the Company’s 401(k) Plan. Employees (and their eligible dependents) are eligible for medical, dental, and vision insurance coverage. Employees are covered by company-paid disability, basic life insurance and parental leave. Voluntary insurance coverage options, including critical illness, accident, and hospital indemnity, are also available. In addition, the Company offers an Employee Assistance Program and tuition reimbursement (as applicable). Employees may also be eligible for state required benefits such as paid family and medical leave insurance and/or paid sick time as applicable.
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