Executive Mortgage Advisor

Finaya Home Loans is an AI-powered mortgage advisory firm focused on meeting the needs of modern home ownership. The company leverages advanced technology to simplify mortgage decisions and provide tailored, data-driven guidance to clients. Finaya Home Loans aims to make home financing more transparent, efficient, and accessible for a wide range of borrowers. Team members collaborate closely with clients to deliver personalized solutions while working within a forward-thinking, innovation-driven environment.

The Executive Mortgage Advisor is a full-time role responsible for guiding clients through the mortgage process from initial inquiry to closing. Based in Rock Hill, SC, this hybrid position combines in-office collaboration with flexibility for some work from home. We are also open to fully remote if not in a commutable distance. Day-to-day tasks include assessing client financial profiles, recommending suitable mortgage products, and providing clear explanations of terms, rates, and repayment options.

The Executive Mortgage Advisor will use AI-driven tools to enhance advisory quality, manage a pipeline of leads, and support marketing efforts to grow the client base. The role also involves maintaining compliance with regulatory standards, preparing accurate documentation, and building long-term relationships with clients, real estate partners, and internal stakeholders.

• Assessing client financial profiles
• Providing clear explanations of terms, rates, and repayment options
• Using AI-driven tools to enhance advisory quality
• Managing a pipeline of leads
• Supporting marketing efforts to grow the client base
• Maintaining compliance with regulatory standards
• Preparing accurate documentation
• Building long-term relationships with clients, real estate partners, and internal stakeholders

• Strong knowledge of Mortgages and Finance, with experience in mortgage advisory or lending.
• Skills in Mortgage Marketing to develop and manage campaigns, nurture leads, and support business growth.
• Background in Financial Planning to analyze client needs, affordability, and long-term financial goals.
• NMLS licensure, or willingness to obtain relevant qualification.
• Proficiency with digital tools and AI-enhanced platforms; ability to interpret data-backed insights for client recommendations.
• Excellent communication, interpersonal, and client service skills, with the ability to explain complex information in clear terms.
• High attention to detail, strong organizational skills, and commitment to regulatory and ethical standards.
• Bachelor’s degree in finance, business, economics, or a related field is preferred, or equivalent professional experience.

• Mortgage advisory or lending experience
• NMLS licensure or willingness to obtain
• Proficiency with digital tools and AI-enhanced platforms
• Excellent communication and interpersonal skills
• Attention to detail and strong organizational skills

• Experience in developing and managing marketing campaigns
• Ability to analyze client needs and long-term financial goals

Monthly draw plus BPS and Unit Bonus (Expected income $100k-$500k+)

We are committed to diversity and inclusivity in our hiring practices and encourage applications from all qualified individuals.