Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Home Loan Consultant - Financial Services Background Preferred

$100k - $300k

Generations 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
COMPENSATION:

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 $100000 - $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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Home Loan Consultant - Financial Services Background Preferred in Davis, CA vacancy
  • $100k - $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

    Generations Home Loans

    Redmond, WA
    1 day ago
  •  ...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: Previous...  .... Flexible work from home options available. Northwestern... 
    Work from home
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Northwestern Mutual

    Cedar Rapids, IA
    2 days ago
  •  ...Healthcare Expertise into Financial Services with Striano...  ...Leverage 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. #J... 
    Work from home
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Striano Financial Group Llc

    Boca Raton, FL
    20 hours ago
  •  ...and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual -...  ...in the insurance and financial services industry. Here’s why athletes could...  ...professional associations. Qualifications We prefer candidates with a bachelor's... 
    Suggested
    Flexible hours

    Northwestern Mutual

    Coral Gables, FL
    3 days ago
  •  ...Responsibilities Client Consultation: Engage with clients to understand their financial goals, aspirations,...  ...bachelor's degree is highly preferred, but not required....  ...in financial services, insurance or business...  ...subsidiaries. Flexible work from home options available. #J-... 
    Work from home
    Local area
    Visa sponsorship
    Flexible hours

    Dorner District - Northwestern Mutual

    Champaign, IL
    1 day ago
  • $36k

     ...Sr. Consumer Loan Specialist Are you looking for a long-term...  ...opportunity with a growing financial services company that rewards...  ...the consumer finance industry preferred. ~ Spanish speaking skills...  ...regarding employment credit check, background checks and drug screening... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Republic Finance

    Chandler, AZ
    11 hours ago
  •  ...Relationship Banker - 117th and Western Financial Center - Spanish Preferred Cleveland, Ohio To proceed with your...  ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cleveland, OH
    1 day ago
  • About the Financial Advisor Role As a Financial Advisor...  ...Client Consultation: Engage with clients to...  ...'s Degree is strongly preferred or military equivalent...  ...experience in sales, financial services, insurance or business...  .... Flexible work from home options available. Northwestern... 
    Work from home
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Torrance, CA
    4 days ago
  • $22.5 - $30.28 per hour

    Job Title Charity Care Financial Counselor Location...  ...Name Patient Financial Services Req # 0000219777 Status...  ...candidate's educational background, skills and...  ...insurance verification preferred Prior experience in hospital...  ...Reimbursement Student Loan Planning Support Flexible... 
    Hourly pay
    Full time
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Barnabas Health Corp

    Newark, NJ
    1 day ago
  • $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 home
    Temporary work
    Work experience placement
    Summer work
    Casual work
    Internship
    Seasonal work
    Work at office
    Local area
    Remote work
    Work visa
    Flexible hours

    Compeer Financial

    Rice Lake, WI
    1 day ago
  • $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...  .... Flexible work from home options available.... 
    Work from home
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Beer Financial Group

    Bakersfield, CA
    21 days ago
  •  ...purpose mortgage loans for real estate investors...  ...funded, full-service lending partner—...  ...this fast-paced, consultative sales role, you’...  ...borrowers’ financial profiles, market...  ...services or real estate background preferred. ~ Experience...  ...Work-from-home Fridays Career... 
    Work from home
    Full time

    LendingOne, LLC

    Boca Raton, FL
    3 days ago
  • $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 home
    Temporary work
    Work experience placement
    Summer work
    Casual work
    Internship
    Seasonal work
    Work at office
    Remote work
    Work visa
    Flexible hours

    Compeer Financial

    Crescent, WI
    3 days ago
  • $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 home
    Work experience placement
    Work at office
    Local area
    Worldwide

    SMBC

    New York, NY
    2 days ago
  • $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 home
    Full time
    Internship
    Seasonal work
    Local area
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Puget Sound

    Tacoma, WA
    18 days ago
  •  ...Home Loan Specialist (Virginia Avenue) Create your success story...  ...in the real estate and/or financial services industry along with a...  ...A review of your criminal background check from the NMLSR will be...  ...laundering, at any time. Preferred Qualifications: • Bachelor... 
    Work from home

    Delta Community Credit Union

    Atlanta, GA
    4 days ago
  •  ...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 home
    Temporary work
    Work at office
    1 day per week

    Frontline Source Group

    Waco, TX
    4 days ago
  •  ...competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern...  ...insurance and financial services industry. Heres why...  ...Qualifications: We prefer candidates with a bachelor...  ...subsidiaries. Flexible work from home options available.... 
    Work from home
    Internship
    Local area
    Flexible hours

    Northwestern Mutual - St. Petersburg

    Saint Petersburg, FL
    21 days ago
  • $17 - $28.96 per hour

     ...Bank conducts a thorough background check on all new hires...  ..., provide exceptional service, and learn the skills...  ...assist customers with financial needs, and introduce...  ...service experience Preferred Experience in banking...  ...Personal banking, loan, investment and insurance... 
    Hourly pay
    Immediate start

    Associated Bank

    Saint Louis, MO
    3 days ago
  • Main Street Home Loans, based in Hingham, MA, is seeking a full-time Mortgage Loan Officer to provide tailored...  ...origination and closing, ensuring excellent service from start to finish. Candidates should have a strong background in the mortgage industry, excellent... 
    Work from home
    Full time
    Remote work

    Main Street Home Loans

    Hingham, MA
    1 day ago
  • $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...  ...investor, and consumer loan requests originated...  ...and experience we prefer you have: Bachelor... 
    Work from home
    Contract work
    Temporary work
    Work experience placement
    Summer work
    Casual work
    Internship
    Seasonal work
    Work at office
    Remote work
    Work visa
    Flexible hours

    Compeer Financial

    Lakeville, MN
    2 days ago
  •  ...Loan Officer Development Program At Zillow Home Loans, we're at the forefront of...  ...providing exceptional service. Support the...  ...; mortgage or financial services experience...  ...related field is preferred. ~ Strong attention...  ...non-traditional backgrounds. We encourage you... 
    Work from home
    Full time
    Work at office
    Local area

    Zillow Referrals

    Overland Park, KS
    2 days ago
  • $74.7k - $126.9k

    Syndicated Loan Sr Consultant page is loaded## Syndicated Loan...  ..., award-winning financial institution that has...  ...innovative financial services and guidance to the world...  ...office and working from home.**Major Duties**•...  ...workflow and MTS would be preferred.* Analytical and... 
    Work from home
    Work at office
    Flexible hours
    Shift work

    Northern Trust Corp

    Chicago, IL
    20 hours ago
  • $28.85 - $36.06 per hour

     ...strategies. The Role The Loan Processor plays an...  ..., sponsor financial statements, construction...  ...assessment and QC, preferably in a financial services or lending institution...  ...Fridays are work-from-home). Full-time, 40 hours...  ...regardless of background, identity, or personal... 
    Work from home
    Hourly pay
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Night shift
    Weekend work

    Ascent Developer Solutions

    Los Angeles, CA
    20 hours ago
  •  ...Financial Services Representative Serve our members. Develop yourself and...  ...consumer and real estate loans, and open and service accounts...  ...environment Bilingual in Spanish preferred Willingness and ability...  ...pass a credit check, background check and drug screen. Texans... 

    Texans Credit Union

    Carrollton, TX
    3 days ago
  • Generations Home Loans is seeking licensed or license-ready mortgage professionals with underwriting...  ...and wants to apply that expertise in a consultative sales environment. This is a...  ...origination role where your underwriting background can become a meaningful advantage. You... 

    Generations Home Loans

    Oregon City, OR
    3 days ago
  • $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 home
    Hourly pay
    Full time
    Work at office
    Local area

    Zillow

    Seattle, WA
    2 days ago
  • $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 home
    Temporary work
    Work experience placement
    Summer work
    Work visa
    Flexible hours

    Compeer Financial

    Lakeville, MN
    20 hours ago
  • $25 - $29.61 per hour

     ...purpose to help make financial lives better...  ...responsible for originating loans for clients with...  ...required SAFE Act background check. Failure to...  ...and personalized service offering advice...  ...Presents potential home lending product...  ...proven record in consultative sales and delivering... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Danville, CA
    2 days ago
  • $60k - $80k

    Financial Planning Assistant Koney Wealth Advisors -...  ...financial planning and client service functions by preparing...  ..., or related field preferred * Strong...  ...birthday) * 5 Work-From-Home days per year * Professional...  ...applicants from diverse backgrounds and experiences.
    Work from home
    Full time
    Private practice
    Work at office

    Ameriprise Financial

    Orland Park, IL
    2 days ago

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!