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Achieve

Digital personal finance services and loans

Mortgage Advisor 2 - Branch

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeKansas City, MO, USANo salary listed

About the Job

Requirements

  • Must currently reside in Missouri.
  • Must have an active NMLS license or be able to reactivate it.
  • Must have passed the SAFE exam.
  • Must have at least 3 years of mortgage lending experience.
  • Must be eligible to complete state and federal mortgage loan originator licensing requirements, including required pre-license education, state and federal testing, and federal background checks, to obtain licenses needed to conduct business in states designated by the company.
  • Must be able to work independently and collaboratively.
  • Must be able to work in a continually changing, entrepreneurial team environment.

Responsibilities

  • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility.
  • Advise and educate clients on mortgage products and the application process.
  • Assist clients in completing mortgage applications, including collecting the information needed to obtain mortgage approval.
  • Use the Loan Origination System, customer relationship management system, credit vendor system, and other required software and systems throughout the end-to-end mortgage process.
  • Communicate with prospects, loan applicants, and third-party vendors, and follow up throughout the mortgage process.
  • Qualify for several state mortgage licenses within the first 45 days.
  • Learn mortgage-specific systems and prepare to reactivate NMLS licenses.
  • Work assigned leads and use consultative sales skills and mortgage knowledge to provide residential home equity lines of credit.
  • Learn about future products and offer them to clients over time.

About the Company

Achieve

Digital personal finance services and loans

Achieve delivers personal loans, home loans, debt resolution services, and financial tools through a digital platform tailored for everyday people seeking to improve their financial future. Customers apply online, receive loan offers, and repay through fixed schedules with interest and service fees; debt resolution helps manage and reduce existing obligations. The company earns revenue from interest on loans, service fees, and partnerships with financial institutions. Its tools help users budget, plan, and track progress on their finances, all supported by a nationwide team of financial experts. What sets Achieve apart is its holistic approach to personal finance, combining lending, debt management, and practical digital tools with a focus on inclusive culture, employee development, and philanthropy. Its goal is to make a lasting positive impact on clients’ financial well-being by providing accessible products and expert guidance that help people reach a better financial future.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.2B
Headquarters
Tempe, AZ
Founded
2002

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