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Mortgage Advisor

  1. Tempe


Tempe, AZ

  1. Onsite
Posting date: 08/23/2023
  1. Full-time


Job Description

Job Description

As a Mortgage Advisor, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well.


What you’ll do: 

  • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility
  • Advise and educate clients on the mortgage products and the application process
  • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval
  • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process
  • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process
  • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeable in traditional mortgage products (conventional, government, or Non-QM)



What you'll bring:

  • Current AZ resident - role must reside in AZ
  • Active NMLS (or able to be reactivated)
  • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company
  • Ability to work both independently and as a team player
  • Ability to work in a continually changing, entrepreneurial team environment
  • Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit
  • Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity

Additional Information

Achieve well-being with:

  • Hybrid and work-from-home opportunities
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, Virgin Pulse, TalkSpace, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect with other employees through our six employee resource groups

Company Description

Meet Achieve
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.



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  1. Tempe