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As a Mortgage Loan Advisor, you'll assist clients in mortgage applications, evaluate financial eligibility, and engage in consultative sales within a digital environment.
Top Skills:
CRMLoan Origination SystemMortgage-Specific Systems
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Lead and manage information security projects focusing on PCI DSS compliance, ensuring timely delivery within budget while aligning with business objectives.
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Fintech • Marketing Tech • Professional Services • Financial Services
As a Mortgage Advisor II, you'll evaluate financial status, educate clients, assist with applications, and qualify for mortgage licenses, providing residential HELOCs.
Top Skills:
CRMLoan Origination SystemMortgage-Specific Systems
Job Description
As a Mortgage Loan Processor, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. While providing updates on the application process as well as collecting pertinent documentation from our members, you will also receive first-hand knowledge and coaching in the world of mortgages.
Join Achieve, change the future
At Achieve, we're changing millions of lives.From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
This is hybrid role with 90% of your time spent working from home, with 1-3 days in our Tempe office each month. Candidates must reside in the greater Phoenix area.
What you'll do:
Qualifications
Additional Information
Achieve well-being with:
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
As a Mortgage Loan Processor, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. While providing updates on the application process as well as collecting pertinent documentation from our members, you will also receive first-hand knowledge and coaching in the world of mortgages.
Join Achieve, change the future
At Achieve, we're changing millions of lives.From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
This is hybrid role with 90% of your time spent working from home, with 1-3 days in our Tempe office each month. Candidates must reside in the greater Phoenix area.
What you'll do:
- Build rapport with borrowers
- Initiate welcome calls and communicate with borrowers on loan approvals throughout the entire loan process
- Complete specific data input based on documentation received into the Loan Origination System (LOS)
- Manage a daily pipeline of approved loans (70-80 loan pipeline)
- Review borrower documents for completeness and enter pertinent data into LOS
- Complete a 3rd party validation of the borrower's employer
- Review credit profiles for completeness and eligibility
- Track the receipt of borrower-required documents and documents from 3rd Party vendors
- Collaborate with your team to confirm all conditions have been met for each file
- Identify ways to improve the borrowing process
Qualifications
- 1-2 years of mortgage processing experience
- Strong organizational and time management skills
- Ability to work in a continually changing environment
- Ability to handle high volume pipeline and stay within required SLAs
- Ability to multitask and move quickly between required job functions
- Great communication skills, self-motivation, positive attitude
- Availability to work Monday-Friday from 9:00am-5:00pm
Additional Information
Achieve well-being with:
- Hybrid and work-from-home opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect with other employees through our six employee resource groups
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
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