Mortgage Advisor

Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location.

Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to help our clients achieve the American Dream of Home ownership. Our Mortgage Advisors are more than loan originators – they are on the front lines of the real estate process. We provide access to leads from various sources, allow meetings with agents and referral partners, and give you access to best-in-class technology and a wide range of mortgage programs.

• Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners.
• Leverages personal sphere to generate leads and follow up on leads from various sources provided by the Company.
• Issues fully assessed pre-approvals covering all facets of the qualification process.
• Provides a comprehensive needs analysis for each prospect, fitting them for the most suitable program, providing accurate rate quotes and options.
• Submits complete and accurate mortgage loan applications for underwriting decisions.
• Stays abreast of changes in market conditions that affect the Company’s loan products.
• Communicates regularly with all participants during the loan origination process, keeping them updated.
• Provides excellent customer service and resolves customer concerns.
• Promotes a collaborative atmosphere with Weichert Team representatives and provides customers with appropriate contacts.
• Ensures full compliance with federal and state law, Company policies, investor guidelines, licensing and continuing education.
• Updates lead portals, the CRM and other tracking software regularly.
• Performs other duties as assigned.

• High school diploma or GED
• Individual state loan originator license(s) required for states in which employee engages in mortgage origination activity
• At least one (1) to three (3) years of retail mortgage loan origination experience preferred
• General financial sales, real estate or mortgage operations experience may be substituted for part of the required experience
• Ability to determine appropriate interest rate quotes and qualification amounts based on investor guidelines
• Ability to apply investor guidelines to specific sales situations and use discretion to recommend the most appropriate products to customers based on analysis
• Ability to set goals and divide processes into timelines
• Excellent problem‑solving skills
• Proficiency in Microsoft Office suite and ability to learn proprietary mortgage software quickly
• Excellent oral and written communication skills
• Ability to conduct presentations and hold one‑on‑one meetings
• Ability to multitask in a fast‑paced environment
• Superior customer service skills with strong attention to detail
• Exceptional math skills (addition, subtraction, multiplication, division, percentages, fractions)
• Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will depend on candidate skills, education, experience, location and certifications.

Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, paid time off (PTO), flexible spending accounts (FSA), and much more.

Weichert is an equal‑opportunity employer and is committed to non‑discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.