Mortgage Advisor: Guide Clients to Smart Home Loans

Company Description Interstate Home Loan Center, Inc., founded in 1996, is a direct mortgage lender offering a wide range of home financing programs, including purchase, refinance, reverse mortgages, FHA, conventional, and specialty products. As a direct lender, the company makes lending decisions in-house, enabling faster service and a streamlined experience for clients. Headquartered in Melville, New York, Interstate Home Loan Center is supported by experienced professionals and remote loan officers across the U.S. The company is licensed in 23 states and Washington, D.C., and is committed to guiding borrowers through a clear and efficient lending process.

Team members work in a regulated environment with strong compliance standards and a focus on customer service.
Role Description The Mortgage Advisor is a full-time, hybrid role based in Melville, NY, with flexibility for partial work-from-home arrangements. The role involves advising clients on suitable mortgage products, explaining loan options, and guiding them through the application and approval process. Day-to-day responsibilities include assessing client financial situations, preparing and reviewing loan documentation, coordinating with underwriting and operations teams, and ensuring compliance with regulatory and company policies.

The Mortgage Advisor will also follow up with leads, build long-term client relationships, and support marketing initiatives to grow their portfolio. This position requires consistent, professional communication with clients, partners, and internal stakeholders.
Qualifications

• Strong knowledge of mortgages and finance, including loan products, interest rates, and lending regulations.
• Experience with mortgage marketing and financial planning to help clients choose appropriate products and strategies.
• Relevant professional qualification such as CeMap (or equivalent mortgage advisory certification) is strongly preferred.
• Proven experience in mortgage advising, loan origination, or related financial services roles.
• Excellent interpersonal and communication skills, with the ability to explain complex information clearly and neutrally.
• High level of integrity, attention to detail, and commitment to regulatory compliance and ethical lending practices.
• Ability to work effectively in a hybrid environment, manage priorities, and maintain accurate records and documentation.
• Familiarity with loan processing systems, CRM tools, and standard office software.
• Bachelor’s degree in finance, business, economics, or a related field is beneficial but not mandatory.