Mortgage Solutions Advisor in San Jose

Elevate your career as a Mortgage Solutions Advisor at our financial center in San Jose, California. Focus on loan origination for residential mortgages and provide tailored financial solutions to clients.

This full-time role demands at least two years of mortgage origination experience. You will engage with clients, analyze their financial needs, and offer products such as First Mortgages and HELOCs. Working alongside financial center leaders, you will deepen client relationships and manage operational risks while ensuring compliance with regulations.

Key Responsibilities:

• Deliver personalized service and financial advice to clients

• Develop relationships to support loan origination goals

• Guide clients through mortgage application processes

• Conduct outreach and manage client pipelines actively

• Collaborate with internal teams to enhance client experience

Requirements:

• Minimum 2 years of mortgage origination experience

• Strong communication and analytical skills

• Proven client management expertise

• Comfortable working extended hours as needed

• Committed to compliance with regulatory standards

Bring your expertise to help clients achieve their financial goals with our dedicated support.
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