Loan Advisor

 

Description:

We are seeking dynamic and results-driven individuals responsible for originating loans, or referring loan applications for residential mortgages, commercial real estate, and small to mid-sized businesses as well as large project financing, no limit. The ideal candidate will have a strong understanding of lending practices, underwriting criteria, and customer service, with the ability to manage a diverse portfolio of clients.

 

Key Responsibilities:

  • Evaluate and process loan applications for residential, commercial, and business clients.
  • Analyze creditworthiness, income documentation, collateral, and risk profiles.
  • Develop and maintain strong relationships with borrowers, real estate agents, brokers, and other referral sources.
  • Guide clients through the loan process, ensuring a clear understanding of loan terms, products, and responsibilities.
  • Work with processors selected by you from our partner processors.
  • Stay up to date with market trends, lending regulations, and compliance requirements.
  • Manage and maintain a pipeline of active loans from application to closing.
  • Ensure timely and accurate documentation in accordance with company policies and regulatory standards.
  • Identify opportunities for cross-selling financial products and services.
  • Participate in community outreach and networking events to expand client base and increase brand visibility.

Qualifications:

  • Bachelor’s degree in finance, Business Administration, or related field, preferred not required.
  • Minimum [2–5] years of experience in residential, commercial, and/or business lending.
  • Strong knowledge of lending practices, financial analysis, and loan documentation.
  • Excellent interpersonal, communication, and sales skills.
  • Proficient in loan origination software and CRM systems.
  • Ability to work independently and as part of a collaborative team.
  • NMLS license (or ability to obtain, if required). Or commercial, investment and business financing only.
  • With no NMLS would have to work in a team environment. My team.

Organization NEXA Mortgage
Industry Consultant Jobs
Occupational Category Loan Advisor
Job Location New York,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2025-08-23 8:02 am
Expires on 2026-03-02