Top 58 mortgage advisor Jobs in mesa az

VP/SVP, Commercial Banker
Alerus Financial —Scottsdale, AZ
- CPA
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Investment Advisor III - PNC Private Bank
PNC Financial Services Group —Phoenix, AZ
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Business Banking Relationship Manager – Phoenix (AZ)
National Bank of Arizona —Phoenix, AZ
- Word processing
- Mid-level
- Office
- Profit sharing
- Paid training
Financial Solutions Advisor - Registration Candidate - Phoenix Area
Bank of America —Mesa, AZ
- Full-time
- Background check
- Spanish
- Mid-level
- Opportunities for advancement
Loan Advisor
Freedom Mortgage —Phoenix, AZ
- Full-time
- Hybrid work
- High school diploma or GED
- 1 year
- Communication skills
Financial Solutions Advisor - Scottsdale Area
Bank of America —Scottsdale, AZ
- Full-time
- Background check
- Spanish
- Writing skills
20h
Client Onboarding Associate
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
J.P. Morgan Wealth Management - New Client Investment Specialist
JPMorganChase —Tempe, AZ
- $60,800 - $80,000 a year
- 8 hour shift
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Underwriter - PST
The Money Store —Phoenix, AZ
- Full-time
- Hybrid work
- 5 years
- Senior level
- Communication skills
Quick Apply
10d
Home Loan Advisor
Newrez —Tempe, AZ
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Mortgage Advisor II
Achieve —Tempe, AZ
- Full-time
- Mid-level
- Office
- Residential
- Health savings account
- Health insurance
Quick Apply
3d
Mortgage Lending Advisor
Unison Bank —Gilbert, AZ
- Full-time
- 5 years
- Mid-level
- Office
Quick Apply
Preferred Relationship Manager
Fifth Third Bank —Scottsdale, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Mortgage Specialist, Manulife Bank (Prairies Region)
Manulife —Tempe, AZ
- Full-time
- Remote
- Mid-level
- Residential
- 3 years
- AD&D insurance
- Paid holidays
Mortgage Loan Officer / Home Loan Specialist
CHURCHILL MORTGAGE CORPORATION —Phoenix, AZ
- $75,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Bank of America —Chandler, AZ
- Full-time
- Background check
- Spanish
- Mid-level
Branch Manager I
OneAZ Credit Union —Phoenix, AZ
- $73,768.57 - $92,210.71 a year
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Quick Apply
5d
Property Accountant
Apartment Management Consultants, LLC —Phoenix, AZ
- $52,000 - $69,000 a year
- Full-time
- Pass drug screening
- Ability to climb stairs
- Math
- Paid holidays
- Disability insurance
Quick Apply
5d
Reverse Mortgage Inside Sales Loan Officer
Mutual of Omaha Mortgage —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Communication skills
- Paid holidays
- Health insurance
Quick Apply

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mortgage advisor jobs near mesa az

VP/SVP, Commercial Banker

Alerus Financial -
Scottsdale, AZ

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Job Details

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Employee stock ownership plan
Opportunities for advancement
Bereavement leave

Qualifications

Business development management
Term negotiation
Market research data
Master's degree in business administration
Financial sales
Customer relationship building
CFP
CPA
Referral-based lead generation
Commercial loans
Bachelor's degree in finance
Sales referrals
Commercial lending analysis in risk and credit
Bachelor's degree in business
Community networking activities
Promoting bank products
Managing clients in a lending role
Finance
Business development
Analysis skills
Bachelor's degree
Managing clients in a finance role
Continuous improvement
Industry trends
Financial product expertise
Managing banking or lending client portfolios
Financial goal setting advisory services
Client retention strategy
Business development within finance
Financial needs assessment

Full Job Description

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:
The VP, Commercial Banker is responsible for managing and growing a portfolio of business clients by delivering tailored financial solutions that support their operational and strategic goals. They focus on both deepening existing relationships and acquiring new clients, with an emphasis on proactive outreach, consultative selling, and cross-functional collaboration. The VP, Commercial Banker serves as a trusted advisor and primary point of contact for clients, leveraging the bank’s full suite of commercial products and services.

WHAT YOU’LL BE DOING:

Develop and manage a portfolio of commercial clients, focusing on businesses with complex financial needs.
Identify and pursue new business opportunities through networking, referrals, and market research.
Conduct in-depth financial reviews to understand client goals and recommend appropriate banking solutions.
Structure and present credit requests in collaboration with credit partners, ensuring alignment with policy and risk appetite.
Maintain regular contact with clients to monitor satisfaction, identify new needs, and ensure retention.
Collaborate with internal partners (e.g., treasury, wealth, mortgage, credit) to deliver comprehensive financial solutions.
Utilize CRM tools to manage pipeline activity, track client interactions, and ensure timely follow-up.
Stay informed on industry trends, regulatory changes, and competitive offerings to provide relevant insights to clients.
Participate in community and industry events to enhance visibility and build referral networks.
Contribute to team knowledge-sharing and support a culture of continuous improvement and client focus.

WHAT YOU SHOULD HAVE:

Bachelor's degree in business, finance or related field, or equivalent work experience required.
5-10 years of financial services experience, preferably in commercial banking.
Professional certifications (e.g., CFP, CFA, CPA, CWS, MBA, ABA Commercial Lending School) preferred.
Demonstrated ability to assess client needs and deliver tailored financial solutions.
Strong CRM proficiency and experience managing a sales pipeline.
Proven track record in business development and client relationship management.
Excellent communication, presentation, and negotiation skills.
High level of financial acumen and analytical ability.

WHAT WE BRING TO THE TABLE:

Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

mortgage advisor jobs in mesa az

VP/SVP, Commercial Banker

Wealth Advisor - PNC Wealth Management

Investment Advisor III - PNC Private Bank

Business Banking Relationship Manager – Phoenix (AZ)

Financial Solutions Advisor - Registration Candidate - Phoenix Area

Loan Advisor

Financial Solutions Advisor - Scottsdale Area

Client Onboarding Associate

J.P. Morgan Wealth Management - New Client Investment Specialist

Underwriter - PST

Home Loan Advisor

Mortgage Advisor II

Mortgage Lending Advisor

Preferred Relationship Manager

Mortgage Specialist, Manulife Bank (Prairies Region)

Mortgage Loan Officer / Home Loan Specialist

Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

Branch Manager I

Property Accountant

Reverse Mortgage Inside Sales Loan Officer

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