Mortgage Advisor II

Job Description

Job Description

Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner.

As a Mortgage Advisor II , you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well.

***We offer a guaranteed monthly bonus for first three months!

***Our top producers for the Mortgage Advisor II role make north of 250K!

Our office is conveniently located in Tempe, AZ near Tempe Marketplace and the junction of the 202 and 101.  Please note that this role will be working in office five days per week.  

What you’ll do:  

• Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility
• Advise and educate clients on the Lendage mortgage products and the application process
• Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval
• Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process
• Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process
• You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledge

What you'll bring:

• Current AZ resident - role must reside in AZ
• Active NMLS (or able to be reactivated)
• Have passed the SAFE exam
• 3+ years of mortgage lending experience
• Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company
• Ability to work both independently and as a team player
• Ability to work in a continually changing, entrepreneurial team environment
• Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit
• Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity

All your information will be kept confidential according to EEO guidelines.

Achieve well-being with:

• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options  
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups 

Join Achieve, change the future.

At Achieve, we’re changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

Attention Agencies & Search Firms:  We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.