Junior Mortgage Advisor
Listed on 2026-01-04
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Finance & Banking
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Customer Service/HelpDesk
Bilingual
Jr. Mortgage Advisor
The Jr. Mortgage Advisor will be placed in a training program that facilitates the acquisition of the SAFE MLO license and provides comprehensive Customer Service training alongside practical hands‑on experience as we prepare you for Sales training and the transition into the Mortgage Advisor role.
As a Mortgage Advisor, your responsibilities will include assisting Freedom Mortgage's customers with questions and inquiries regarding their mortgage loans, and once fully licensed, offering applicable loan products, assisting customers with new loan applications and preparing / collecting necessary documentation for new originations. The Mortgage Advisor is expected to provide outstanding service to customers by prioritizing their individual needs first, before shifting the conversation toward potential new product offerings and savings opportunities.
EssentialJob Duties and Responsibilities
- Successful completion of all assigned Jr. Mortgage Advisor training activities
- Successfully pass Secure and Fair Enforcement (SAFE) for Mortgage Licensing Examination once hired.
- Providing accurate information to Freedom customers about their mortgage loans by retrieving loan information from various systems.
- Able to clearly and concisely explain potential solutions and options available to customers.
- Responding promptly and accurately to customer's questions about their mortgage loan.
- Responsible for understanding all regulatory requirements to be able to explain the requirements to the customer in a courteous and patient manner.
- Maintaining confidentiality of customer's nonpublic personal information. Computer proficiency is essential.
- Representing the company in a professional and enthusiastic manner by providing a world class level of customer service. Ensure each call is handled with compassion and a resolution is reached the first time.
- Responsible for both inbound and outbound calls from existing borrowers in the Servicing Customer Care department and respond to their requests within established timelines to maintain service level expectations and deliver quality service.
- Builds customer relationships by actively listening and resolving issues quickly, efficiently and accurately
- Providing written and verbal responses to customer inquiries as needed.
- Utilizing and relying on Freedom Mortgage training materials, reference tools and other resources to provide accurate and up-to-date policy information to customers and internal business partners.
- Responsible for escalating matters in accordance with company policy.
- Comply with all company policies and procedures.
- Maintain regular and punctual attendance and adhere to shift requirements.
Job Duties and Responsibilities
Performs other related duties as assigned.
Supervisory Responsibilities- This position is an individual contributor.
- Self-starter, goal-oriented customer service professional who is focused on providing the highest level of service to our customers.
- Developing knowledge of the mortgage industry, products, lending practices, and regulatory guidelines is preferred.
- Strong negotiation and time management skills.
- Excellent communication skills, both verbal and written.
- Proven track record of exceptional performance.
- Outstanding customer service skills.
- High School Diploma / GED required
- Associate's degree or equivalent from two-year College required
- Must meet all requirements of the position, including obtaining and / or maintaining NMLS licensure, or renewing your NMLS license.
- Ability to pass a background check in accordance with SAFE licensing requirements.
Problems and issues faced are routine and solutions clearly prescribed. Follows a well-established and familiar set of activities and / or processes to derive a solution.
Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.
PhysicalDemands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand;
walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and / or move up to 25 pounds.
The company is committed to providing equal employment…
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