Top 7498 Financial Associate Agent Jobs

Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Collections Representative
IQ Ventures —Dublin, OH
- From $16 an hour
- Full-time
- Bilingual
- Microsoft Outlook
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Field Claims Representative – Emmet County
Auto-Owners Insurance Company —Gaylord, MI
- Full-time
- Mid-level
- Driver's License
- Bachelor's degree
- Paid holidays
- Paid time off
Quick Apply
CT Tech
Methodist Hospital Stone Oak —San Antonio, TX
- Weekends only
- Mid-level
- Radiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Business Intelligence (BI) Developer-Knoxville Office
Edfinancial Services LLC —Knoxville, TN
- Microsoft Outlook
- Computer literacy
- Office
Quick Apply
Wireless Sales Associate
Team Wireless - Verizon Authorized Retailer —Avon, CO
- $25 an hour
- Weekends as needed
- Computer literacy
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Licensed Health Insurance Agent
Alliant Insurance Services —Melville, NY
- $20 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
10d
Tax Support Associate – Retail
Intuit —Arlington Heights, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Seasonal Tax Associate - In-Store
Intuit —Arlington Heights, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Seasonal Tax Associate - In-Store
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
CT Tech
Methodist Hospital —San Antonio, TX
- Full-time
- Mid-level
- Radiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Services Sales Representative – Insurance & Investments
Evan Profeta State Farm Insurance Agency —Cumming, GA
- $40,000 - $120,000 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
Seasonal Tax Associate – Retail
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Tax Associate - TurboTax Store
Intuit —Arlington Heights, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Registered Dental Hygienist
Mangelsdorf Family Dentistry —Kingman, AZ
- $40 - $55 an hour
- Part-time
- CPR Certification
- Dental office
- BLS Certification
- Dental insurance
- 401(k)
Quick Apply
Staff Accountant - Public Accounting (Full-Time)
Berger Toombs Elam Gaines & Frank CPA's —Stuart, FL
- $22.50 - $36.00 an hour
- Full-time
- CPA
- No experience needed
- Research
- Health insurance
- 401(k)
Quick Apply
11d
Tax Associate - TurboTax Store
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Accountant/Tax Preparer
LS Professional Services International Inc dba H&R Block —Greensboro, NC
- $20 - $40 an hour
- Part-time
- Background check
- Spanish
- CPA
- Paid training
- Paid time off
Quick Apply
Tax Professional - TurboTax Store
Intuit —Arlington Heights, IL
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills

I want to receive the latest job alert for Financial Associate Agent

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Financial Associate Agent jobs near

Mortgage Loan Officer (Mortgage Advisor)

VERVE A CREDIT UNION -
La Crosse, WI

Apply Now

Job Details

Full-time

Qualifications

Closing coordination
Financial sales
Financial services customer support
Confidential information handling
Customer relationship building
Underwriting guidelines adherence
Open house
Referral-based lead generation
Underwriting
Federal Housing Administration (FHA) loans
Credit risk assessment
Educational events
Interviewing clients
Sales referrals
Real estate client management
Service scheduling
Competitive analysis
Opportunity Management
Promoting bank products
Consumer lending analysis in risk and credit
Home Mortgage Disclosure Act (HMDA)
Real estate referral programs
Conventional mortgage loans
Mid-level
Real Estate Settlement Procedures Act (RESPA)
Financial issue resolution
Meeting scheduling
Economic sanctions regulations
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Decision making

Full Job Description

POSITION SUMMARY

The Mortgage Advisor serves as the primary contact for members seeking mortgage-related information and financing solutions. This dynamic, member-facing role combines consultative sales, financial counseling, and relationship management to guide borrowers through every step of the mortgage process from initial inquiry to loan closing. The MA actively generates leads, builds and maintains strong relationships with real estate professionals, and represents the Credit Union at homebuyer events and community outreach activities. This role is responsible for assessing borrower needs, prequalifying applicants, collecting and reviewing financial documentation, and ensuring compliance with regulatory requirements such as RESPA, TILA, HMDA and applicable investor guidelines.

POSITION RESPONSIBILITIES

Act as a salesperson and acquire leads and information from branches or other team members regarding members seeking mortgage related information.
- Contact members and make an appointment for a meeting.
- Travel to branch or designated area to meet with members.
- Follow up with members requesting mortgage applications and information.
Establish, manage, and maintain relationships with parties involved in the real estate/mortgage industry such as realtors, brokers, title companies, etc. in order to grow and support referrals.
Serve as primary contact with all parties on individual loans originated from application to closing by advising, educating, and guiding members through the real estate purchase transactions. These duties include, but are not limited to:
- Counsel and prequalify potential homebuyers, which includes recommending the mortgage product most suitable to meet the applicant’s needs.
- Complete applications and inform applicants of all closing cost and related fees.
- Respond to all inquiries and resolve any discrepancies, i.e. credit report, late payments, etc.
- Obtain all necessary support documents along with appropriate fee and lock-in information in compliance with FNMA, VA, FHA, and other mortgage lending regulations inclusive of RESPA, Truth-in-Lending, HMDA, etc.
- Review and interpret credit reports according to established guidelines.
- Oversee loan process by monitoring loan status and ensuring conformity with terms.
- Assist in collecting additional documents and communicating loan status to all parties.
- Provide functional guidance to loan processors regarding coordination of workflow files in process.
- Inform applicants of loan denial or acceptance.
Use independent judgment to effectively analyze the borrower’s request and qualifications to:
- Determine eligibility for various programs by reviewing borrower provided information.
- Assist borrower for various programs by reviewing borrower provided information.
- Find alternative criteria on which to base lending decision.
- Assist borrower with evaluating the changes in their financial budget based on the loan request.
- Provide advice and assistance with helping the borrower improve their qualifications if it is determined that improvement is needed prior to obtaining a new loan.
Input loan information into the mortgage on-line application system and print necessary documents/disclosures and provide as appropriate to members.
Continuously monitor personal pipeline, manage expected closing dates, provide timely and accurate information to borrowers, closing agents, real estate brokers, and appraisers to minimize service issues and provide overall quality service.
Maintain comprehensive knowledge of Credit Union’s mortgage and other company products and services.
Maintain general knowledge of mortgage industry, including maintaining an in-depth knowledge of state and Federal mortgage laws and regulations.
Plan, coordinate, and participate in activities that promote homeownership, including homebuyer seminars, home shows, broker’s meetings, and other home financing workshops.
Comply with all aspects of BSA/AML and OFAC regulations as related to position.
Maintain a professional image of the Credit Union in dealing with members.
Provide friendly and helpful assistance, an upgraded knowledge of financial products, and protect member confidentiality.
Certificates, Licenses, and Registrations:
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry.
Additional duties as assigned.

EDUCATION AND EXPERIENCE

Associate degree in a related field preferred.
Sales experience or relatable experience required.
Mortgage lending experience strongly preferred.

KEY COMPETENCIES

Sound Judgment & Risk Awareness: Make informed lending decisions while minimizing risk to the credit union.
Lending Expertise: Deep understanding of mortgage processes, regulatory compliance, and loan products including conventional, FHA, and VA
Documentation & Market Knowledge: Proficient in required documentation, underwriting standards, and secondary market dynamics.
Communication Skills: Strong written, verbal, and presentation abilities to engage effectively with members and team members.
Professional Presence: Outgoing, polished demeanor with a commitment to exceptional member service.
Sales & Interviewing: Skilled in interviewing applicants using persuasive techniques to secure mortgage business.
Independence & Initiative: Self-motivated with the ability to manage multiple priorities and work independently.
Organizational Agility: Capable of planning and scheduling appointments flexibly, including evenings and weekends.
Market Awareness: Knowledgeable about competitor offerings and how they compare to Verve’s products.
Relationship Building: Confident in developing lasting business relationships with a sense of urgency and drive.
Confidentiality: Maintain discretion with sensitive member and team information.
Tech Proficiency: Comfortable using standard office software and interpreting various instruction formats.
Branch Flexibility: Willing to work at any Verve branch as needed.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

Apply Now

Refine Your Search

Financial Associate Agent jobs

Mortgage Loan Officer (Mortgage Advisor)

Collections Representative

Mortgage Loan Officer (Mortgage Advisor)

Field Claims Representative – Emmet County

CT Tech

Senior Business Intelligence (BI) Developer-Knoxville Office

Wireless Sales Associate

Licensed Health Insurance Agent

Tax Support Associate – Retail

Seasonal Tax Associate - In-Store

Seasonal Tax Associate - In-Store

CT Tech

Financial Services Sales Representative – Insurance & Investments

Seasonal Tax Associate – Retail

Tax Associate - TurboTax Store

Registered Dental Hygienist

Staff Accountant - Public Accounting (Full-Time)

Tax Associate - TurboTax Store

Accountant/Tax Preparer

Tax Professional - TurboTax Store

I want to receive the latest job alert for Financial Associate Agent

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected