Back to Jobs search

Mortgage Financing Advisor - (Pulte Mortgage)

PulteGroup • Charlotte, NC • 1d ago

Position is located in Charlotte, NC.*

Job Summary

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. Non-origination role; however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team.

Primary Job Responsibilities

Meet with buyer prospects to provide financial guidance, expertise and preapproval services.

Sell the value of Pulte Mortgage to potential buyers requiring financing; setting expectations for application and documentation.

Relationship building and training with PulteGroup sales consultants.

Develop partnership with centralized operations teammates.

Ensure a smooth transition from pre-contract activities to loan application with the Mortgage Operations team.

Provide accurate loan backlog status visibility during weekly builder meetings; assist in progress of loans through pipeline to ensure on-time construction starts and closings.

Contribute to branch performance as measured by. however not limited. to Capture Retention, Customer Service, Compliance, Focus on Supporting Financial Goals, etc.

Strong partnership with the Sales team to help sell more homes.

Provide exceptional customer service to all stakeholders.

Support customer service efforts.

Perform other duties as assigned.

Scope

Decision Impact: Individual

Department Responsibility: None

Budgetary Responsibility: No

Direct Reports: No

Indirect Reports: Yes

Physical Requirements: Not applicable

Required Education/Experience

Minimum High School diploma or equivalent. Bachelor's degree preferred.

Minimum 3-5 years previous related experience in mortgage lending is preferred.

1 - 2 years successful sales and/or business development experience is preferred.

Prior leadership background desired.

Required Licensing, Registration and/or Certifications

Valid Driver's License as driving is an essential function of this position.

An active NMLS License is required. Must be able to obtain and maintain mortgage license.

Required Skills/Knowledge

Ability to communicate actionable and valuable information to various dependent parties at different levels of the organization in a clear, effective, and professional manner.

Proficiency in Microsoft Office Suite required.

Ability to be proactive and self-motivated to set and achieve sales goals

Must have excellent customer service acumen and presentation skills

Incumbent must have the ability to work in a fast-paced, high-volume environment

Will possess excellent time management skills. Have the ability to manage multiple priorities, possess analytical and problem-solving skills

Will possess strong financial acumen

Mortgage guideline expertise and the ability to structure loans.

Additional Information

This position is subject to the CFPB Loan Originator Compensation Rule

Salary offered plus an annual bonus structure. No cold calling and not a commissioned-based position

This position is office-based, requiring in-office attendance five days a week to foster team collaboration and ensure direct customer engagement

Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed

This position consists of a 5-day workweek

This position will require driving to sales communities across the Division

LI-KC1

onsite

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, "Recruiters") in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

We are an equal opportunity employer (https://www.eeoc.gov/sites/default/files/migrated\files/employers/poster\screen\reader\optimized.pdf) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.All offers of employment are contingent upon clear results of a comprehensive pre-hire background check including credit, criminal, education and employment.

This position is subject to the CFPB Loan Originator Compensation Rule.

This Organization Participates in e-Verify (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)

California Privacy Policy

Similar Jobs

Senior Finance Analyst - Global Liquidity Management

Bank of America • Charlotte, NC • 49min ago

Finance & Accounting

Senior Finance Analyst - Global Liquidity Management Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must...

49min ago

Go to Apply

Corporate Finance Associate

Truist • Charlotte, NC • 51min ago

Finance & Accounting

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

51min ago

Go to Apply

VP Trust Investment Officer

Bank OZK • Charlotte, NC • 55min ago

Finance & Accounting

Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor, you will work di...

55min ago

Go to Apply

Finance Technology Transformation Director

U.S. Bank • Charlotte, NC • 1d ago

Finance & Accounting

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

1d ago

Go to Apply

U.S. Bank Foundation Operations & Finance Director

U.S. Bank • Charlotte, NC • 2d ago

Finance & Accounting

2d ago

Go to Apply

SAP Core Finance - Financial Services - Senior - Consulting - Location OPEN

EY • Charlotte, NC • 2d ago

Finance & Accounting

Locations: Charlotte, New York City, Boston, Atlanta, Chicago, Dallas. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your ca...

2d ago

Go to Apply

SAP Core Finance - Financial Services - Manager - Consulting - Location OPEN

EY • Charlotte, NC • 2d ago

Finance & Accounting

Locations: New York City, Atlanta, Charlotte, Chicago, Dallas, Boston. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your ca...

2d ago

Go to Apply

Senior Audit Manager - Europe

U.S. Bank • Charlotte, NC • 2d ago

Finance & Accounting

2d ago

Go to Apply

Financial Services - Wealth and Asset Management - Tax Senior

EY • Charlotte, NC • 2d ago

Finance & Accounting

Location: Anywhere in country. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

2d ago

Go to Apply

Quantitative Finance Analyst

Bank of America • Charlotte, NC • 3d ago

Finance & Accounting

Quantitative Finance Analyst Charlotte, North Carolina;Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.