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Mortgage Loan Advisor Training Program

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Description

The Mortgage Loan Advisor Training Program (also know as the Fast Track Sales Level 1) is a pathway to becoming a customer focused Loan Advisor and sales professional within the Call Center department. Employees will provide high quality service by assisting potential and current customers in selecting the best mortgage options and taking ownership to resolve problems and meet customer needs upon successfully obtaining the necessary state mortgage originator licenses.

All candidates will go through the intensive 8-12 month Fast Track Program (on the job training) to obtain the necessary state mortgage originator licenses and be trained in the role. This role will require flexible scheduling (weekend and late nights).


Essential Job Functions may include:

  • Successfully completing the three training levels within the program including passing the SAFE Exam, obtaining the required state mortgage originator licenses, and all other training courses and activities.
  • Understands and complies with requirements of applicable federal and state laws and regulations.
  • Builds customer relationships by actively listening and resolving complaints quickly, efficiently and accurately.
  • Provides information and knowledgeable assistance regarding mortgage loans by retrieving loan information and provide customers information quickly and accurately.
  • Builds relationships with both internal and external customers.
  • Exhibits professionalism and takes pride in work when dealing with the customers.
  • Proactively respond to customer inquiries or complaints while providing outstanding customer service and follow-up.

Other Related Duties:

Performs other related duties as assigned. 


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • Must be within daily commutable distance of assigned Freedom Mortgage office.
  • Must be able to work a flexible schedule – including weekends and late nights.
  • Self-starter, goal-oriented sales professional who is focused on providing the highest level of customer service.
  • Developing knowledge and continued education of the mortgage industry, products, lending practices, and regulatory guidelines
  • Ability to obtain state mortgage originator licenses through process of completing necessary educational requirements and passing the state mandated tests.
  • Ability to grow as a licensed mortgage professional
  • Ability to work and excel in a metric-driven environment
  • Strong negotiation, multitasking, and time management skills
  • Excellent basic computer skills (internet, typing, utilizing multiple monitors/webpages/software’s)
  • Excellent communication skills, both verbal and written 
  • Proven track record of exceptional performance
  • Outstanding customer service skills

 

Education and/or Experience:

  • High School Diploma and/or Some College/Associates Degree or equivalent from two-year College or Technical School: or 1- 4 years related experience and/or training; or equivalent combination of education experience

 

Licensing/Certification/Registration:

This position does not require previous professional licensing, certification or registration.