Top 9 Residential Advisors Jobs in Winchester, VA

Mortgage Loan Specialist
Burke & Herbert Bank & Trust —Winchester, VA
- $19.23 an hour
- Overtime
- Mid-level
- Office
- Bachelor's degree
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Partnership Executive - Investment Sales
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Senior level
- Health insurance
- Dental insurance
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Partnership Executive – Sales to Advisory Track | $250K+ Potential
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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Home Lending Advisor
Pathways Financial Credit Union —Columbus, OH
Candidates not currently licensed must be eligible to obtain an NMLS license and meet all requirements under the *SAFE Act*. What We’re Looking For*.
Up to $100,000 a year
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Plumbing Service Manager
Accurate Mechanical Inc —Lancaster, OH
Valid driver’s license and ability to travel to various job sites within the United States. Associate degree or higher in construction management, business…
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Residential Advisors jobs near Winchester, VA

Mortgage Loan Specialist

Burke & Herbert Bank & Trust
Winchester, VA

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Job Details

Full-time
$19.23 an hour

Qualifications

Escrow
Customer communication
Loan payment processing
Refinancing (loan modification)
Compliance with loan regulations
Loan collections
Referral-based lead generation
Accounts receivable management
Spreadsheets
Copy machines
Sales referrals
Mortgage compliance
Community networking activities
Promoting bank products
Consumer lending analysis in risk and credit
Real estate referral programs
Mid-level
Customer payment reminders
Bachelor's degree
Managing clients in a finance role
Fax machines
Mortgage debt collection accounts
Appraisal ordering
Managing banking or lending client portfolios
Networking through strategic partnership building
Computer skills
Portfolio management
Customer support for financial loans
Client referrals
Quantitative analysis

Full Job Description

Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc.
Meet with potential borrowers regarding their mortgage needs.
Present bank's mortgage products and services that meet borrower’s financial goals.
Complete the borrower’s application and analyze the borrowers financial and credit data.
Lock rate per company and regulatory guidelines.
Prepare or request all applicable loan documentation from the appropriate party or department.
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently.
Maintain communication with the borrower regarding the loan status.
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service.
Assist clients with monthly billing and collections cycle.
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections.
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio.

Other Duties

Look for referral opportunities within the company (insurance, deposits, etc.).
Other duties as assigned.

Skills/Abilities

Requires strong networking and interpersonal skills.
Financial/quantitative skills.
Attention to detail.
Strong computer skills including Excel.

Supervisory Responsibility

This position does not have supervisory responsibilities.

Work Environment

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Local travel is required for this position.

For Applicants located in Northern Viriginia (VA): The pay range for this position is $19.23 per hour to $19.23 per hour. Other compensation includes a commission plan and overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a work week.

The ranges listed for Viriginia and/or Maryland represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Education and Experience

Must be registered with NMLS Federal Registry.
Minimum of two years residential mortgage lending experience.
A four-year college degree is preferred.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

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Residential Advisors jobs in Winchester, VA

Mortgage Loan Specialist

Partnership Executive - Investment Sales

Partnership Executive – Sales to Advisory Track | $250K+ Potential

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