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

$150k - $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 $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.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Home Loan Consultant - Financial Services Background Preferred in Milton Freewater, OR vacancy
  •  ...Healthcare Expertise into Financial Services with Walnut Creek -...  ...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.... 
    Work from home
    Internship
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Walnut Creek - Northwestern Mutual

    Walnut Creek, CA
    1 day ago
  • $85k - $95k

     ...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: Previous...  .... Flexible work from home options available. Compensation... 
    Work from home
    Internship
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    The McKernan Group

    West Palm Beach, FL
    1 day ago
  • $25 - $28 per hour

     ...Financial Relationship Banker Our branch banking...  ...deposit, loan and other banking products and services. Duties & Responsibilities...  ...to additional background check requirements...  ...regulations. Preferred Qualifications:...  ...office and work from home. Our approach... 
    Work from home
    Hourly pay
    Work at office
    Remote work
    Flexible hours

    Huntington

    Denver, CO
    1 day ago
  • $150k

     ...understand their comprehensive financial needs, providing personalized...  .... Qualifications We prefer candidates with a bachelor's...  ...experience in insurance, financial services, or business development is beneficial...  ...per week Flexible work from home options available.... 
    Work from home
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Beer Financial Group, Inc.

    Los Angeles, CA
    4 days ago
  •  ...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 beneficial...  ...Work Flexible work from home options available. #J-18808-... 
    Work from home
    Work at office
    Flexible hours

    Northwestern Mutual

    Shelbyville, KY
    5 days ago
  •  ...and competition? Bring your sports background to a dynamic career as an financial advisor with Northwestern Mutual -...  ...in the insurance and financial services industry. Here’s why athletes could...  ...associations. Qualifications: We prefer candidates with a bachelor's degree... 
    Work at office
    Remote work

    Northwestern Mutual

    Wayne, PA
    1 day ago
  • $120.56k

     ...the organization. Previous Experience: Background in teaching and coaching, bringing...  ...mentorship and team-building experience into financial services. Passionate About: Spending time with...  ...will govern. Flexible work from home options available. #J-18808-Ljbffr Barr... 
    Work from home
    Work at office
    Flexible hours

    Barr District - New York Life

    Frisco, TX
    2 days 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
    1 day ago
  •  ...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...  ...in insurance, financial services, or business development is beneficial... 
    Work at office
    Flexible hours

    Northwestern Mutual

    Springfield, MA
    4 days ago
  •  ...competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern...  ...insurance and financial services industry. Here’s why...  ...Mutual as an IT intern at the home office in Milwaukee and...  .... Qualifications: We prefer candidates with a bachelor... 
    Internship
    Work at office
    Home office
    Flexible hours

    Northwestern Mutual

    Coral Gables, FL
    3 days ago
  • Evaluate clients' financial needs and goals to recommend appropriate insurance products Develop personalized...  ...requirements Requirements Bachelor's Degree (preferred) Military background Prior insurance or financial services experience is not required Core Competencies... 

    Jobtailor

    Los Angeles, CA
    4 days ago
  • $76k - $193k

     ...Healthcare Expertise into Financial Services with Striano Financial Group...  ...! Leverage Your Healthcare Background for a Rewarding Career: Build...  ...Responsibilities: Client Consultation: Engage with clients to understand...  ...: A bachelor's degree is preferred. Experience: Previous... 
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Striano Financial Group

    Boca Raton, FL
    2 days ago
  • $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 home
    Internship
    Work at office
    Local area
    Flexible hours

    The Harrington District - Northwestern Mutual

    Bettendorf, IA
    11 days ago
  •  ...teamwork and competition? Bring your sports background to a dynamic career as an insurance...  ...for success in the insurance and financial services industry. Here’s why athletes could thrive...  .... Qualifications: We prefer candidates with a bachelor's degree in... 
    Contract work
    Internship
    Work at office
    Flexible hours

    Louisville Group of Northwestern Mutual

    Louisville, KY
    11 days ago
  •  ...- Bilingual Spanish Language Preferred Lynnwood, Washington;Lynnwood...  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lynnwood, WA
    5 days ago
  • $46.4k - $51.5k

     ...Loan Officer - Commission Eligible Empowered...  ...to work. Compeer Financial is a member-owned...  ...with a variety of backgrounds and experiences to...  ...provide financial services to support...  ...to 50% work from home Flexible schedules...  ...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
    3 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...  ...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

    Eau Claire, 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 Group

    New York, NY
    2 days ago
  • $24 per hour

     ...capturing additional loan opportunities that...  ...Equity products, services, and processes....  ...) experience in a financial institution with consumer...  ...an FBI criminal background check, and #...  ...information. Preferred Qualifications...  ...Employees who work from home must have business... 
    Work from home

    Arizona Financial Credit Union

    Phoenix, AZ
    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.com

    Brooklyn, NY
    4 days 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

    Fond Du Lac, WI
    5 days ago
  • $150k - $300k

    DESCRIPTION: Generations Home Loans is seeking mortgage operations...  ...are ready to move into a more consultative, client-facing Home Loan...  ...setup, closing, post-closing, servicing, or fulfillment, this role gives...  ...over client outcomes. Your background in mortgage operations can... 

    Generations Home Loans

    Burien, WA
    10 hours 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
    3 days ago
  •  ...Pointe Solutions , the financial services affiliate of Tri Pointe Homes , we're redefining what...  ...talented group in Houston as a Loan Officer. Position...  ...origination experience, preferably within a builder...  ...inclusive of different backgrounds, experiences, and perspectives... 
    Work from home
    For contractors
    Work experience placement
    H1b
    Work at office
    Local area
    Visa sponsorship

    Tri Pointe Homes Holdings, Inc.

    Houston, TX
    1 day ago
  •  ...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 home
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Call Federal Credit Union

    Glen Allen, VA
    7 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
    5 days ago
  • $76.2k - $151k

     ...Description Crowe is seeking a Loan Review Senior Consultant to perform credit risk...  ...of clients in the financial services industry. In this role, you...  ...is a plus (i.e. RMA CRC) Preferred Knowledge and Skills Experience...  ...for a consumer finance background Experience with a... 
    Local area
    Worldwide

    Crowe

    New York, NY
    3 days ago
  • The Stock Loan desk provides inventory to clients for short selling, manages the firm’s funding...  ...and DTC Qualifications At least 5 years of financial services industry experience preferred. Strong accounting/finance background or related experience preferred. Strong... 

    Linium Resources

    New York, NY
    5 days ago
  • $150k - $300k

    DESCRIPTION: Generations Home Loans is seeking licensed or license-ready mortgage professionals...  ...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

    Silverdale, WA
    10 hours ago
  • $24.04 per hour

     ...Providing lending services to help our customers...  ...their dream homes through innovative...  ...In Spanish Highly Preferred! What is the Mortgage...  ...mortgage loan process, which will...  ...efforts to provide financial services to Pulte...  ...comprehensive pre-hire background check including credit... 
    Work from home
    Hourly pay
    Full time
    Traineeship
    Internship
    Remote work

    PulteGroup

    Denver, CO
    5 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!