Mortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage)
$86.2k - $107.7kPulteGroup Inc.
Mortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage) page is loaded## Mortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage)locations: Pleasanton, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR8866**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*** Valid Driver's License as driving is an essential function of this position.* An active NMLS License is preferred. Must be able to obtain and maintain mortgage license.**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.#LI-KC1### ### **PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by *PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc.* and through any means other than via our Applicant Tracking System.**### ### *We are an and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.* *We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.*### *All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.*### ### ### *All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.*### ### *This position is subject to the CFPB Loan Originator Compensation Rule.*### ### ### ### #J-18808-Ljbffr PulteGroup Inc.
$86.2k - $107.7k
A prominent mortgage company is seeking a Mortgage Financing Advisor in California to provide advisory services to homebuyers. You will be responsible for financial guidance, relationship building with sales consultants, and ensuring smooth transitions to loan applications...Suggested- A forward-thinking mortgage brokerage is seeking a proactive Dually Licensed Agent. This role offers comprehensive training and support to help you excel in both Real Estate and Mortgage domains, enhancing your professional network and income opportunities. Candidates...SuggestedRemote job
- ...ATTENTION EXPERIENCED LOAN OFFICERS! It’s Opportunity Time! Are you the kind of Loan Officer who EATS, SLEEPS, and BREATHES mortgages? If that’s you, keep reading because I’ve got something that’ll light your FIRE! We need an Experienced Loan Officer with REAL SKILLS...SuggestedRemote work
$40k - $100k
...Are you an experienced, detail-oriented mortgage loan processor who can successfully aid applicants in navigating the mortgage lending... ...school diploma or GED required - Associate’s degree in accounting, finance, or business preferred • Must possess exceptional attention to...SuggestedContract work$40k - $100k
...Overview Experienced Mortgage Loan Partner - Spanish Speaking Preferred Top-producing Loan Officers in Sacramento are looking for a... ...Champions Are Made! Join us in our mission to provide affordable home financing with a level of professionalism and service unsurpassed in the...SuggestedHourly payFull timeContract workWork at office- ...Benefits: 401(k) Dental insurance Health insurance Vision insurance Licensed Reverse Mortgage Loan Officer Location: Remote Are you a licensed Mortgage Loan Officer looking for real lead flow and real earning potential? At Opulence Home Equity, we provide...Immediate startRemote work
- ...Satori Mortgage (NMLS: 4190) is seeking a skilled Loan Officer to join our Live Transfer Lead Division in Sacramento. This remote role requires expertise in closing live transfer calls efficiently, engaging with high-quality leads, and nurturing relationships with realtors...Remote work
- ...Satori Mortgage (NMLS: 4190) is looking for a highly skilled Loan Officer to join their Live Transfer Lead Division in Elk Grove, California. This role demands expertise in handling live transfer calls, swiftly closing deals, and maintaining strong client relationships...Remote work
- Satori Mortgage (NMLS: 4190) is searching for a motivated Mortgage Loan Officer in Elk Grove, CA. The ideal candidate is a driven individual with a strong ability to generate leads and build lasting relationships. This role requires an unstoppable work ethic and the willingness...Remote job
$16.5 per hour
TwinThread is seeking a Senior Home Lending Advisor to join our energetic team in Sacramento, California. This role involves serving as... .... Candidates should have a Bachelor's degree, 3+ years of mortgage lending experience, and excellent communication skills. The position...Hourly payFull time$50k - $250k
...Mortgage Loan Officer This industry can be brutal when you're on an island. You know the drill. You ask a question and wait two days for an answer. When you finally get one, it comes with an attitude that makes you feel stupid for asking. The "support" is a help desk...Remote job- ...potential. We invite you to join Satori Mortgage, a forward-thinking mortgage brokerage,... ...skills required to excel as a Mortgage Advisor alongside your Real Estate practice. Competitive... ...buying houses and securing mortgage financing. Community of Like‑minded Professionals...Remote workShift work
- A leading mortgage lending company is seeking an Experienced Loan Officer eager to take on leadership and training roles. In this remote position, you'll mentor new Loan Officers and leverage your extensive mortgage skills to drive success. If you're ready for hard work...Remote job
$20 - $24 per hour
A professional services firm is seeking a Title Specialist to handle title clearance issues for mortgage clients. This role involves data entry, analyzing title documents, and maintaining communication with clients. Candidates should have a high school diploma, mortgage...Hourly pay- Fairygodboss is hiring a Mortgage Supervising Loan Officer in California, tasked with managing a portfolio of customer relationships and recommending loan solutions. This role requires a minimum of 2 years' relevant experience in financial services. The position offers...Full time
$37.44k
...Mortgage Loan Officer At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where...Full timeTemporary workPart timeWork experience placementWork at office$100k
PRMG is seeking an Outside Business Development Specialist to support branch growth by generating consumer mortgage leads through proactive outreach and referral development. The role focuses on building relationships with potential clients and coordinating with licensed...$37.44k
Position Overview As a Mortgage Supervising Loan Officer within PNC's Mortgage organization, you will be based in Central Valley (Stockton, Modesto, Sacramento, Turlock), CA. This position is a producing role with salary and incentives. PNC will not provide sponsorship...Full timeTemporary workWork experience placement$25.4 - $32 per hour
Golden1 is looking for a Senior Home Loan Doc Drawer to prepare loan documents for mortgage loans in compliance with regulations. The role includes managing document expirations, ensuring compliance with guidelines, and reviewing loans for accuracy. The ideal candidate...Remote jobHourly pay$20 - $23 per hour
...collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in: Home mortgage lending Investment Advisory Commercial Lending Business Corporate & Purchasing Cards Treasury Management Merchant...Hourly payLocal area$85k - $125k
...other strong principles. Effective relationship management skills. Networking and prospecting abilities for new clients. Located in Greater Sacramento Region (Northern California). Equal Opportunity Statement New York Life is an Equal Opportunity Employer – M/F/D/V. #J-1...$25 per hour
Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Job Duties: Presentations/Reports/Assignments for meetings to include: Student...- ...documentation, debt ratios, and collateral to determine creditworthiness and recommend appropriate lending solutions. Refer member's mortgage and investment needs to the appropriate person/department. Mentor and train branch staff in loan and deposit products and...Full timeTemporary work
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role, you will: Participate in soliciting residential...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...Mutual Of Omaha Reverse Mortgage Loan Officer Join a winning team, with the brand recognition of a Fortune 300 company that has been... ...and secure transition to one's retirement years. Many financial advisors are now realizing the value of this product as one of several...Hourly payMinimum wageWork at officeLocal areaRemote workFlexible hours
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) At Bank of America, we are guided by a common purpose to help make financial lives better... ...Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...Benefits Competitive salary Flexible schedule Opportunity for advancement Training & development Loan Originator (Mortgage Loan Officer) ERA Carlile Realty Group & Carlile Lending – Sacramento, CA Join Carlile Lending, the mortgage division of ERA Carlile...Remote workFlexible hours
- ...CA-WA Mortgage Retail Sales Consultant (SAFE) About this role: Wells Fargo is seeking a CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Mortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage). Be the first to apply!
- mortgage assistant Sacramento, CA
- mortgage analyst Sacramento, CA
- mortgage advisor Sacramento, CA
- mortgage loan officer Sacramento, CA
- mortgage consultant Sacramento, CA
- mortgage broker Sacramento, CA
- mortgage loan assistant Sacramento, CA
- financial associate Sacramento, CA
- financial planner cfp Sacramento, CA
- financial consultant Sacramento, CA

