Mortgage Financing Advisor

Our client, a nationally recognized homebuilder and mortgage organization, is hiring a Mortgage Financing Advisor to support its Northern California division. This is a unique opportunity for a mortgage professional who enjoys building relationships, partnering with sales teams, and guiding homebuyers through the financing process. Rather than spending the day originating loans behind a desk, you'll serve as the trusted financing expert for both homebuyers and builder sales consultants while partnering closely with a centralized mortgage operations team. This role offers excellent visibility within the organization and provides a clear path toward future Branch Management opportunities. Please review the licensing requirements and other important information below before applying What You\'ll Do Meet with prospective homebuyers to provide financial guidance, financing education, and prequalification support. Educate buyers on available mortgage solutions while setting expectations throughout the financing process. Build strong partnerships with builder sales consultants and become their trusted mortgage resource. Train and support builder sales teams on financing programs, mortgage products, and customer conversations. Partner closely with centralized mortgage operations to ensure a seamless transition from pre-contract through closing. Monitor loan pipelines, proactively identify potential delays, and help drive on-time closings. Participate in weekly builder meetings to provide financing updates and pipeline visibility. Build strong relationships across sales, operations, leadership, and customers while delivering an exceptional customer experience. Contribute to branch performance by helping increase mortgage capture, customer satisfaction, and operational efficiency. This is an in-office & field-based position that supports builder communities throughout the Bay Area. Candidates should be comfortable commuting regularly between the Pleasanton office and assigned builder communities. While occasional remote work may be available based on business needs, this is not a traditional hybrid or work-from-home position. The ideal candidate enjoys being in front of customers and sales teams and is comfortable traveling throughout their assigned territory, including drives of an hour or more when supporting various communities. What We\'re Looking For 5+ years of mortgage lending, banking, financial services, or related customer-facing financial experience. Strong understanding of residential mortgage products and financing. Excellent relationship-building, presentation, and communication skills. Strong financial acumen with the ability to explain financing concepts clearly to customers. Comfortable working in a fast-paced environment while managing multiple priorities. Self-motivated with exceptional organizational and follow-up skills. Passion for providing outstanding customer service and partnering with internal teams. Preferred Qualifications Mortgage industry experience strongly preferred. Active NMLS license is preferred (or ability to obtain licensing if required). Banking, credit union, wealth management, or financial advisory backgrounds will also be considered. Experience coaching, training, or mentoring sales professionals. Leadership potential with an interest in growing into a future Branch Manager role. Why You\'ll Love This Opportunity Join one of the nation\'s most respected organizations in the homebuilding and mortgage industry. High-visibility position partnering directly with builder leadership and sales teams. Clear career progression into Branch Management and other leadership opportunities. Collaborative, team-oriented culture with strong internal support. Competitive compensation, bonus opportunity, and comprehensive benefits. Licensing & Eligibility Requirements Candidates must be eligible to obtain and maintain the required mortgage license. Candidates who currently hold an active real estate or insurance license must be willing to deactivate that license within 90 days of hire , if selected for the position. #J-18808-Ljbffr Brilliant®