Mortgage Advisor

Company: Weichert
Location: Hoboken
Posted on: March 29, 2025

Job Description:

Weichert Financial Services is hiring a Mortgage Advisor in the Jersey City, NJ location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to partner with our All Under One Roof Team as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators -- they are on the front lines of the real estate process. We provide access to leads from various sources, the ability to meet agents and referral partners outside our real estate offices, and a powerful closing guarantee alongside our All Under One Roof partners.The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships and identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. The position partners closely with their Office Manager to convert leads and add value to our Sales Associates.Job responsibilities include, but are not limited to, the following:

• Develop relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners.
• Leverage personal sphere to generate leads, as well as proactively follow up on leads from various sources provided by the Company.
• Issue fully assessed pre-approvals, including all facets of the qualification process.
• Provide a complete needs analysis for each prospect, fitting them for the most suitable program and providing accurate rate quotes.
• Submit complete and accurate mortgage loan applications that provide all necessary information for underwriting decisions.
• Stay abreast of changes in market conditions that affect the Company's loan products.
• Communicate regularly with all participants during the loan origination process.
• Provide excellent customer service and solutions for customer concerns.
• Promote a team atmosphere with representatives of the Weichert All Under One Roof Team.
• Ensure compliance with all applicable federal and state laws, regulations, and Company policies.
• Update lead portals, CRM, and other tracking software regularly.
• Perform other duties as assigned.RequirementsThe ideal candidate will meet the following requirements:
  • High school diploma or GED.
  • Individual state loan originator license(s) required for specific states.
  • At least one (1) to three (3) years of retail mortgage loan origination experience preferred.
  • General financial sales, real estate, or mortgage operations experience may be substituted for part of the required experience.
  • Ability to determine appropriate interest rate quotes and maximum qualification amounts based on investor guidelines.
  • Ability to apply investor guidelines to specific sales situations.
  • Ability to set goals and divide processes into timelines.
  • Excellent problem-solving skills.
  • Proficiency in Microsoft Office and ability to quickly learn proprietary mortgage software.
  • Excellent oral and written communication skills.
  • Ability to conduct presentations and hold one-on-one meetings.
  • Ability to multitask in a fast-paced environment.
  • Superior customer service skills with strong attention to detail.
  • Exceptional math skills including basic arithmetic and percentages.
  • Knowledge of typical office equipment.
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Keywords: Weichert, Hoboken , Mortgage Advisor, Other , Hoboken, New Jersey