Mortgage Advisor

Access Home Lending (NMLS 2625502) specializes in providing personalized home financing solutions, helping homeowners access equity for retirement and achieve their financial goals. With a focus on competitive rates and flexible terms, the company tailors loan options to meet individual needs. Access Home Lending is dedicated to empowering homeowners through attentive service and financial expertise.

This is a full-time, on-site role for a Mortgage Advisor located in Lake Forest, CA. The Mortgage Advisor will assist clients in identifying suitable mortgage products, guide them through the application process, and offer tailored financial planning to address their individual needs. The role requires maintaining a strong understanding of the mortgage market, managing client portfolios, and cultivating relationships to provide exceptional customer service.

• Knowledge and expertise in Mortgages, Financial Planning, and Finance
• Experience in Mortgage Marketing and understanding of industry trends
• CeMap qualification or equivalent certification
• Strong interpersonal and communication skills to support client relationships
• Proficiency in analyzing financial data and recommending suitable mortgage solutions
• Excellent organizational and time management skills to handle multiple clients simultaneously
• Prior experience in the mortgage or financial services industry is an advantage
• Bachelor’s degree in Finance, Business Administration, or a related field is preferred