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
  • $150k - $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
    3 days ago
  •  ...journey and in life? P&W Financial Group of Northwestern...  ...and financial services industry at Northwestern...  ...the National Guard a background that shows up in how he...  ...~ Bachelor's Degree (preferred) Join us on this exciting...  ...Flexible work from home options available. #J... 
    Work from home
    Temporary work
    Work at office
    Local area
    Flexible hours

    P&W Financial Group - Northwestern Mutual

    Jackson, MS
    3 days ago
  •  ...Healthcare Expertise into Financial Services with P&W Financial...  ...Your Healthcare Background for a Rewarding Career...  ...Responsibilities: Client Consultation: Engage with clients...  ...bachelor's degree is preferred. Experience:...  ...Flexible work from home options available.... 
    Work from home
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    P&W Financial Group - Northwestern Mutual

    Jackson, MS
    3 days ago
  •  ...below: 1 - Previous Financial Services Recruiting experience...  ...do not apply if your background does not fall in line...  .... Job Title: Consultant - Executive Recruiter...  ...Remote or Hybrid - preferably based out of NY or NJ...  ...Remote working/work at home options are available... 
    Work from home
    Full time
    Work at office
    Remote work
    Flexible hours

    Taproot Executive Search

    New Rochelle, NY
    2 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... 
    Suggested
    Internship
    Work at office
    Home office
    Flexible hours

    Northwestern Mutual

    Naples, FL
    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

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

    Barr District - New York Life

    Frisco, TX
    3 days ago
  • $150k - $300k

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

    Generations Home Loans

    Newport, OR
    3 days ago
  •  ...that provides a wide range of financial services to more than 5 million...  ...Responsibilities:  Client Consultation: Engage with clients to understand...  ...'s Degree is strongly preferred or military equivalent....  ...subsidiaries. Flexible work from home options available.... 
    Work from home
    Internship
    Work at office
    Visa sponsorship
    Flexible hours

    The Fadil Group

    Irvine, CA
    a month ago
  •  ...Healthcare Expertise into Financial Services with Dorner District - Northwestern...  ...Leverage Your Healthcare Background for a Rewarding Career:...  ...8 Accounting and Benefit Consulting. Later became the first hire...  ...bachelor's degree is highly preferred, but not required.... 
    Internship
    Local area
    Visa sponsorship
    Flexible hours

    Dorner District - Northwestern Mutual

    Champaign, IL
    3 days ago
  • $36k

     ...opportunity with a growing financial services company that rewards performance...  ...today! As a Sr. Consumer Loan Specialist, you will be a...  ...the consumer finance industry preferred. Professional demeanor, positive...  ...employment credit check, background checks and drug screening... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Republic Finance, LLC

    Conroe, TX
    1 day ago
  •  ...- Bilingual Spanish Language Preferred Lynnwood, Washington;Bothell...  ...a common purpose to help make financial lives better through the power...  ...perspectives 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
  • $42.3k - $66.6k

     ...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...  ...processing of new PCA loans, including all aspects...  ...and experience we prefer you have:... 
    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

    Fond Du Lac, WI
    3 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...  ...role where your underwriting background can become a meaningful advantage. You... 

    Generations Home Loans

    Seattle, WA
    3 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
    Full time
    Temporary work
    Work experience placement
    Summer work
    Casual work
    Internship
    Seasonal work
    Work at office
    Local area
    Work visa
    Flexible hours
    Shift work

    Compeer Financial

    Waite Park, MN
    3 days ago
  •  ...purpose to help make financial lives better...  ...individuals bring from all backgrounds and career paths -...  ...by military service, community college...  ...responsible for originating loans for clients with...  ...potential home lending product solutions...  ...proven record in consultative sales and... 
    Work from home
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Corona, CA
    more than 2 months ago
  •  ...Description The Mortgage Loan Advisor works with...  .../Quality/Customer Service: Work with Sr. MLO...  ...all customers financial needs are being...  ...service industry Preferred Qualifications Bachelor...  ...and work from home. Our approach enables...  ...use of virtual backgrounds. EEOC Disclaimer,... 
    Work from home
    Full time
    H1b
    Work at office
    Remote work
    Flexible hours

    0101 The Huntington National Bank

    Monroe, LA
    4 days ago
  •  ...with and assists the Account Officers to service the Bank's corporate clients. Develops...  ...all types of credit information including financial statements, completes all documents (...  ...other financial institution experience is preferred Effective verbal and written communication... 
    Remote work

    BizTek People

    United States
    1 day ago
  • $23.75 - $29.03 per hour

     ...to make better and smarter financial decisions and enabling the...  ...on available deposit and loan products and services, and recommending solutions...  ..., and banking channel preferences. Identifies solutions for...  ...which includes a criminal background and credit check. Failure... 
    Temporary work

    U.S. Bank

    Las Vegas, NV
    16 hours ago
  • $20.25 - $24.75 per hour

     ...Client Relationship Consultant Job Description...  ...available deposit and loan products and services, and recommending solutions...  ...learning about their financial needs, and banking channel preferences. Identifies solutions...  ...includes a criminal background and credit check.... 
    Temporary work

    U.S. Bank

    Bismarck, ND
    2 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

    Fond Du Lac, WI
    16 hours ago
  • $21.94 - $26.82 per hour

     ...to make better and smarter financial decisions and enabling the...  ...on available deposit and loan products and services, and recommending solutions...  ..., and banking channel preferences. Identifies solutions for...  ...which includes a criminal background and credit check. Failure... 
    Temporary work

    US Bank

    Knoxville, TN
    3 days ago
  • $22.5 - $29 per hour

     ...achieve their financial goals by delivering...  ...through consultative engagement, strong...  ...products, services, or partners...  ...financial institution preferred Experience...  ...perspectives, backgrounds, and...  ...definition of Loan Originator as...  ...at work and at home. Colleague Development... 
    Work from home
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    TD Bank

    Miami, FL
    4 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
    16 hours ago
  • $29.6 - $47.4 per hour

     ...the team At Zillow Home Loans, we’re at the...  ...providing exceptional service. Support the end-to...  ...facing roles; mortgage or financial services experience is...  ...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
    Monday to Friday

    Zillow

    Irvine, CA
    a month ago
  • $26 - $30.83 per hour

     ...Residential Mortgage Loan Originator At...  ...to help make financial lives better through...  ...required SAFE Act background check. Failure to...  ...and personalized service offering advice and...  ...Presents potential home lending product solutions...  ...proven record in consultative sales and... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Jose, CA
    4 days ago
  •  ...opportunity to work from home as an Entry-Level Financial Consultant, available both part-...  ...high demand for financial services, this is an excellent time...  ...individuals from all backgrounds. By partnering with top...  ...Qualifications Preferred Qualities We are looking... 
    Work from home
    Full time
    Temporary work
    Part time
    Live in
    Remote work
    Flexible hours

    LinkedIn

    United States
    3 days ago
  •  ...leading professional services advisor to middle...  ...CBIZ provides business consulting, tax and financial services. In certain...  ...with a strong background in data and analytics...  ...Data management Preferred Qualifications ~...  ...Remote working/work at home options are available... 
    Work from home
    Permanent employment
    Full time
    Private practice
    Remote work
    Weekend work
    Afternoon shift

    CBIZ Advisory Services

    Chicago, IL
    1 day ago
  • $150k

     ...drive into an exciting career with Beer Financial Group, a growing network within Northwestern...  ...associations. Qualifications: We prefer candidates with a bachelor's degree in...  ...experience in insurance, financial services, or business development is beneficial,... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Beer Financial Group, Inc.

    Santa Monica, CA
    5 days ago
  •  ...Job Title: Financial Representative - Advanced Location...  ...program operations background Job Overview...  ...operational and data support for Home and Community-Based Services (HCBS) programs. The...  ...communication skills Preferred Skills Experience... 
    Work from home
    Contract work

    Inficare

    Harrisburg, PA
    4 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!