Achieve
Financial Services
MortgageAdvisorII
Neural analysis suggests this role is
optimal for mid candidates.
“Mortgage Advisor II at Achieve. Skills: Mortgage origination, Client consultation, Sales. Evaluate financial status. Analyze credit”
What You'll Achieve.
Top producers make north of 250K
Industry & Context.
Current AZ resident, Qualify for state licenses within 45 days
What They're Looking For.
Must Have
3+ years mortgage lending experience, Eligible for state and federal MLO licensing, Pass the SAFE exam
Nice to Have
NMLS reactivated
What You'll Do.
Evaluate financial status
Analyze property details
Determine mortgage eligibility
Advise clients on mortgage products
Educate clients on application process
Assist clients in completing applications
Collect requisite information
Operate within mortgage sales environment
Communicate with prospects
Communicate with loan applicants
Communicate with 3rd party vendors
Follow up throughout mortgage process
Full Job 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. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. As a Mortgage Advisor II , you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. We offer a guaranteed monthly bonus for first three months!* Our top producers for the Mortgage Advisor II role make north of 250K!* Our office is conveniently located in Tempe, AZ near Tempe Marketplace and the junction of the 202 and 101. Please note that this role will be working in office five days per week. What you’ll do: * Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility * Advise and educate clients on the Lendage mortgage products and the application process * Assist clients in completing mortgage applications, including the collection of the requ
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