Home Loan Consultant - Financial Services Background Preferred
$150k - $300kGenerations Home Loans
DESCRIPTION:
Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment.
This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community. You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams.
Success in this role requires trust-building, clear communication, and disciplined business development. Your financial services background can help you bring a thoughtful, client-first approach to mortgage consultation while growing a long-term referral-based business.
RESPONSIBILITIES:What You Will Do
- Apply financial services experience to help borrowers evaluate home loan options and make confident financing decisions
- Build referral relationships with real estate agents, community contacts, past clients, and financial professionals
- Consult with buyers on affordability, loan structure, documentation needs, and next steps in the mortgage process
- Coordinate with internal lending teams to support a smooth borrower experience from application through closing
- Represent Generations Home Loans as a trusted home financing consultant with a client-first advisory approach
Minimum Qualifications
- Active NMLS License in good standing
- Experience with purchase-focused residential mortgage origination
- Demonstrated ability to consistently generate and maintain agent-based referral business
- Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID
Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience.
ABOUT:Why Generations Home Loans
- Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets
- Dedicated Deal Desk support and a technology platform engineered for speed and consistency
- A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity
How to Apply
Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment.
Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
$150k - $300k
DESCRIPTION: Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to... ...field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage...Suggested$76k - $193k
...Bring your sports background to a dynamic career as a Financial Planner with The Harrington... ...and financial services industry. Here’s... ...and managed a consulting business, with experience... ...out, tackling home renovation... ...Degree is strongly preferred or military equivalent...Work from homeInternshipWork at officeLocal areaFlexible hours- ...Healthcare Expertise into Financial Services with The McKernan... ...Your Healthcare Background for a Rewarding Career... ...Responsibilities: Client Consultation: Engage with clients... ...bachelor's degree is preferred. Experience:... ...Flexible work from home options available....Work from homeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...competition? Bring your sports background to a dynamic career as an... ...success in the insurance and financial services industry. Here’s why... ...associations. Qualifications: We prefer candidates with a bachelor's... .... Flexible work from home options available....Work from homeContract workInternshipWork at officeFlexible hours
$150k
...an exciting career with Beer Financial Group, a growing network within... .... Qualifications: We prefer candidates with a bachelor's... ...experience in insurance, financial services, or business development is... ...subsidiaries. Flexible work from home options available....Work from homeFull timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual -... ...associations. Qualifications We prefer candidates with a bachelor’s degree... ...experience in insurance, financial services, or business development is...Work at officeFlexible hours
- ...insurance Key Responsibilities As a Financial Planner, your primary role... .... Qualifications We prefer candidates with a bachelor's... ...experience in insurance, financial services, or business development is... ...Flexible Work Flexible work from home options available. #J-18808-...Work from homeWork at officeFlexible hours
- ...delivering personalized home financing solutions and exceptional service. Founded in 1998 in... .... Role Description The Loan Consultant role is a full-time hybrid... ...understanding of Finance and Financial Services, with the... ...or a related field is preferred. Valid licensing as required...Work from homeFull timeWork at officeLocal areaRemote work
$46.4k - $51.5k
...work. Compeer Financial is a member-owned... ...with a variety of backgrounds and experiences to... ...provide financial services to support agriculture... ...to 50% work from home Flexible... ...land and home site loans in rural areas and... ...and experience we prefer you have: Bachelor...Work from homeTemporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeLocal areaWork visaFlexible hours- ...Healthcare Expertise into Financial Services with The Wengzn... ...Leverage Your Healthcare Background for a Rewarding... ...Responsibilities: Client Consultation: Engage with clients... ...bachelor's degree is preferred. Experience:... ...Flexible work from home options available....Work from homeWork at officeVisa sponsorshipFlexible hours
$100k
...Healthcare Expertise into Financial Services with Loper District -... ...Your Healthcare Background for a Rewarding Career... ...: Client Consultation: Engage with clients... ...bachelor's degree is preferred. Experience: Previous... ...Flexible work from home options available....Work from homeWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours- ...Healthcare Expertise into Financial Services with Northwestern... ...Your Healthcare Background for a Rewarding Career... ...Responsibilities: Client Consultation: Engage with clients... ...bachelor's degree is preferred. Experience:... ...Flexible work from home options available....Work from homeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...- Bilingual Spanish Language Preferred Silverdale, Washington;Poulsbo... ...a common purpose to help make financial lives better through the power... ...individuals bring from all backgrounds and career paths - whether shaped by military service, community college education,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Healthcare Expertise into Financial Services with Northwestern... ...Your Healthcare Background for a Rewarding Career... ...Responsibilities: Client Consultation: Engage with clients... ...bachelor's degree is preferred. Experience:... ...Flexible work from home options available....Work from homeFull timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$118.5k - $202.5k
...to work. Compeer Financial is a member‑owned... ...with a variety of backgrounds and experiences to... ...provide financial services to support agriculture... ...to 50% work from home Flexible schedules... ..., and consumer loan requests originated... ...and experience we prefer you have: Bachelor...Work from homeContract workTemporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeRemote workWork visaFlexible hours$42.3k - $66.6k
...to work. Compeer Financial is a member-owned... ...with a variety of backgrounds and experiences to... ...provide financial services to support agriculture... ...to 50% work from home Flexible schedules... ...of new PCA loans, including all aspects... ...and experience we prefer you have: High school...Work from homeTemporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeRemote workWork visaFlexible hours$80k - $135k
...a top-tier global financial group. Headquartered... ...of financial services, including banking... ...structure and leveraged loan transactions (... ...projections, transaction background, deal structure,... ...work experience preferably within a credit... ...opportunity to work from home, as well as, from...Work from homeWork experience placementWork at officeLocal areaWorldwide$28.7 - $45.9 per hour
...Zillow Home Loans Loan Officer Development Program... ...providing exceptional service. Support the end-to... ...facing roles; mortgage or financial services experience... ...a related field is preferred. ~ Strong attention... ...with non-traditional backgrounds. We encourage you to...Work from homeHourly payFull timeWork at officeLocal areaMonday to Friday- ...Loan Processor My client located in Waco... ...work one day from home per week. Company... ...broad range of legal services and is recognized... ...requirements. Loan Processor Background Profile High... ...bachelor's degree preferred. 2+ years of loan... ..., or related financial services experience...Work from homeTemporary workWork at office1 day per week
$46.4k - $51.5k
...to work. Compeer Financial is a member-owned... ...with a variety of backgrounds and experiences to... ...provide financial services to support agriculture... ...to 50% work from home - Flexible... ...land and home site loans in rural areas and... ...and experience we prefer you have: - Bachelor...Work from homeTemporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeLocal areaWork visaFlexible hours$76k - $193k
...Healthcare Expertise into Financial Services with Northwestern Mutual -... ...Leverage Your Healthcare Background for a Rewarding Career:... ...Responsibilities: Client Consultation: Engage with clients to understand... ...subsidiaries. Flexible work from home options available....Work from homeFull timeInternshipSeasonal workLocal areaVisa sponsorshipFlexible hours- ...residential mortgage loans. Establishes and... ...for other banking services as appropriate.... ...Analyzes applicant financial status, credit and... ...related experience preferred.* Additional experience... ...life at work, home, and everywhere in... ....bring diverse backgrounds and experience, and...Work from home16 hoursWork experience placementLocal areaFlexible hours
$118.5k - $202.5k
...work. Compeer Financial is a member-owned... ...with a variety of backgrounds and experiences to... ...provide financial services to support agriculture... ...to 50% work from home Flexible... ...investor, and consumer loan requests originated... ...and experience we prefer you have: Bachelor...Work from homeTemporary workWork experience placementSummer workWork visaFlexible hours- ...Summary: The Consumer Loan Consultant serves as the... ...achieve their financial goals. This position... ...superior member service. In addition... ...Credit cards § Home equity loans and... ...home equity lending preferred. ·... ...Acceptable background check; credit, criminal...Work from homeTemporary workWork at officeRemote workMonday to FridayFlexible hours
- ...purpose to help make financial lives better through the... ...in residential loan mortgage originations... ...the required SAFE Act background check and registration... ...knowledge by using a defined consultative approach with clients... ...one year of financial services industry or sales experienceSkills...Full timeWork at officeImmediate startMonday to FridayDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward... ...supported by branch associates, a home-office team and other... ...experiences and professional backgrounds. We value an inclusive environment... ...State insurance licenses preferred Preferred additional...Work from homeWork at officeHome officeFlexible hours$45k - $100k
...volume of applicants. Join a financial services firm where your... ...supported by your branch team, a home-office team and other regional... ...experiences and professional backgrounds. We value an inclusive environment... ...'s degree is strongly preferred or equivalent work-related experience...Work from homeTraineeshipWork at officeLocal areaHome officeFlexible hours- ...career as holistic financial planners,... ...up of motivated, service-minded leaders dedicated... ...Member Consultation: Meet with client... ...Coachable Athletic background (bonus) Military... ...College degree (preferred, not required) If... ...Flexible work from home options available...Work from homeFlexible hours
$50k - $125k
...Job Description As a financial advisor with Edward Jones... ...branch associates, a home‑office team and other... ...experiences and professional backgrounds. We value an inclusive... ...in financial services working with clients;... ...State insurance licenses preferred. Preferred additional...Work from homeWork at officeHome officeFlexible hours$45k - $100k
...crossroads, a career as a financial advisor may be the... ...by your branch team, a home-office team and other... ...interest in financial services/markets and how they work... ...'s degree is strongly preferred or equivalent work-... ...of 1934, and conducts background reviews consistent with...Work from homeTraineeshipWork at officeLocal areaHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Home Loan Consultant - Financial Services Background Preferred. Be the first to apply!
- loan officer assistant remote Redmond, WA
- financial planning assistant Redmond, WA
- estate planning consultant Redmond, WA
- wealth advisor Redmond, WA
- financial consultant Redmond, WA
- financial counselor Redmond, WA
- associate corporate finance Redmond, WA
- finance associate Redmond, WA
- jde finance consultant Redmond, WA
- financial planning administrator Redmond, WA


