Mortgage Solutions Advisor - Licensed

Description

Do you enjoy talking with people over the phone?  Do you have a background in sales, customer service or bank loan origination? Are you looking to contribute to the overall success of a great organization? Have you been searching for a great company that's family owned, that recognizes your contributions, and has a great environment? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources!

The primary objective of the Mortgage Solutions Advisor (Licensed) is to contact previous customers and prequalified borrowers via outreach sales calls, emails, text messages, etc. to keep in touch, solicit referrals, solicit new applications, and ask how servicing is being handled, as well as solicit business by contacting prequalified applicants to keep in touch, take applications, price the loan, set up a borrower call with the Mortgage Specialist to review options, and keep the borrower up to date throughout the loan process when appropriate. 

Why You’ll Love Working Here

• Enjoy a consistent hybrid schedule following the completion of training, at our Corporate Office in Newark’s historic downtown square.
• Choose from flexible hours: Generally, Monday through Friday 9:00 a.m. to 6:00 p.m. to begin. Alternate/flexible schedules may be required (i.e. 10a - 7p, 11a - 8p).
• Hourly base wage plus earned commission!
• 401(k) option with a generous company match —helping you grow your retirement savings faster.
• Full benefits package (including pet insurance!) first of the month after your first 30 days.
• Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.
• Join a stable, employee-focused company that’s been growing since 1993.

Requirements

What Will Make You a Great Fit

• Bachelor’s degree in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience.
• Appropriate state-specific mortgage license(s) or the ability to pass the National Mortgage Licensing Exam and obtain required state license(s) within 90 days under Temporary Authority.
• 2+ years of customer service or sales experience, with call center experience preferred.
• Ability to learn, retain, and apply mortgage lending knowledge, including conventional and government guidelines, federal regulations, and residential processing, underwriting, and closing procedures.
• Proficiency in Microsoft Word, Excel, and Outlook; Encompass experience preferred.
• Strong verbal, written, interpersonal, and reading comprehension skills, with an engaging, professional phone presence and comfort communicating throughout the day.
• Proven ability to communicate and collaborate effectively with customers, internal teams, vendors, lenders, and employees at all levels.
• Strong customer service, organization, judgment, and independent problem-solving skills, with the ability to follow detailed written and verbal instructions.
• Self-motivated, team-oriented, and driven to succeed in a fast-paced, competitive environment.

**Position requires approved Mortgage Loan Originator License in multiple states. Assistance with obtaining license for those who hold a Federal Banking License will be provided.

How You’ll Make an Impact

• Maintain consistent, value-driven contact with prequalified borrowers and past customers to identify future purchase, refinance, and referral opportunities.
• Assist with mortgage applications, answer questions, follow up on incomplete applications, and connect borrowers with a Mortgage Specialist to review financing options.
• Proactively engage customers, ask for introductions and referrals, and achieve established goals for daily customer contacts and follow-up.
• Review financial, credit, and property information to help determine mortgage loan feasibility while maintaining knowledge of available products and lending guidelines.
• Provide timely updates from application through closing, manage expectations, resolve customer concerns, and deliver responsive, knowledgeable service.
• Utilize Encompass, ERMA, Microsoft Copilot, and other technology to access loan information, communicate, track customer activity, and support company and position goals.
• Accurately document customer contacts and outcomes within designated systems and provide progress updates to management as requested.
• Complete required continuing education, maintain applicable state licensing, and adhere to federal and state regulations, company standards, and Equity Resources’ Code of Ethics.
• Partner effectively with borrowers, Mortgage Specialists, and internal teams; participate in required company meetings; and support additional responsibilities as assigned.

About Equity Resources

Equity Resources, Inc. is a privately owned and operated mortgage company headquartered in Newark, Ohio. Our vision and purpose are simple: Improve the Lives of Families. We pride ourselves on creating Raving Fans of both our customers and our employees. Come grow with us and help connect talented mortgage professionals with a company committed to service, relationships, and doing the right thing. 

Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; a 401(k) with company match; company-paid life insurance; and much more. 

Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.