Top 58 Mortgage advisor Jobs in San Mateo, Ca

Financial Services Advisor
MONTERRA CREDIT UNION —San Mateo, CA
- $25 - $31 an hour
- Overtime
- Spanish
- Word processing
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
9d
2027 M&A Summer Associate (SF)
Harris Williams & Co. —San Francisco, CA
- $175,000 a year
- Full-time
- Writing skills
- Office
- No degree
- Wellness program
- Health savings account
Sales Consultant
Toll Brothers —San Bruno, CA
- $46,800 - $51,000 a year
- Weekends as needed
- Office
- 3 years
- Real Estate License
- Health insurance
- Dental insurance
Credit Solutions Advisor - Woodside Plaza
Bank of America —Redwood City, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
2027 M&A Associate, San Francisco
Harris Williams & Co. —San Francisco, CA
- $175,000 a year
- Full-time
- 5 years
- Writing skills
- Office
- Wellness program
- Health savings account
Senior Implementation Manager, Lender
Snapdocs —San Francisco, CA
- $127,500 - $191,400 a year
- Full-time
- Remote
- Senior level
- Paid parental leave
- Health savings account
Quick Apply
Senior Home Lending Advisor - San Mateo CA
JPMorganChase —San Mateo, CA
- $18.60 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Premier Client Specialist
BMO Financial Group —Berkeley, CA
- $63,300 - $117,200 a year
- Full-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
J.P. Morgan Advisors - Senior Client Associate - Portland, OR
JPMorganChase —San Francisco, CA
- $70,304 - $99,900 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —San Francisco, CA
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Relationship Manager I
City National Bank —Palo Alto, CA
- $65,296 - $104,304 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Enterprise Account Executive
Snapdocs —San Francisco, CA
- $150,000 a year
- Full-time
- Remote
- 6 years
- Travel
- Contracts
- Paid parental leave
- Health savings account
Quick Apply
Digital Marketing Lead
MONTERRA CREDIT UNION —Redwood City, CA
- $40 - $45 an hour
- Overtime
- Hybrid work
- Marketing
- 5 years
- Office
- Disability insurance
- Health insurance
Quick Apply
PWM Private Wealth Advisor
U.S. Bank National Association —San Francisco, CA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Building Experience Manager
CBRE —San Francisco, CA
- $105,000 - $115,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Credit Solutions Advisor - Serramonte Plaza
Bank of America —Daly City, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
6d
Branch Manager - Redwood City
Stanford Federal Credit Union —Redwood City, CA
- $90,000 - $112,000 a year
- Full-time
- Spanish
- 5 years
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Retail Banking Senior Manager
Accenture —Mountain View, CA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Mortgage Loan Advisor
East West Bank —San Francisco, CA
- $71,000 - $82,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Opportunities for advancement
Senior Private Banker
BMO Financial Group —San Francisco, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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mortgage advisor jobs near san mateo, ca

Financial Services Advisor

MONTERRA CREDIT UNION -
San Mateo, CA

Quick Apply

Job Details

Full-time
$25 - $31 an hour
9 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching

Qualifications

Word processing
Windows
Cross-selling
Financial product expertise

Full Job Description

Do you possess a broad knowledge of financial products and services?
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?

If so, we’d love to talk with you about Monterra Credit Union’s full-time Financial Services Advisor Position!

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.

SALARY & BENEFITS

Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

Starting pay of $25.00 - $31.00 per hour depending on experience
Bilingual pay incentives (English/Spanish or English/Tagalog)
Semi-annual bonuses for meeting key financial and operational goals
Medical, Dental, Vision, Life, and Long-Term Disability insurances
401(k) including generous matching contributions
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more!

POSITION SUMMARY

Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions, inquiries, and daily branch operations. Responsible for assisting with Business Development efforts within the community as assigned.

PRIMARY RESPONSIBILITIES

Provides assistance to new and existing members with regard to all Credit Union products and services (includes all deposit products, lending products and investment opportunities available).
Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals.
Assists with Business Development efforts within the community
Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined.
Possesses thorough knowledge of Credit Union loan policies, regulations, credit granting criteria, documentation required for each loan type, including DMV and ancillary products.
Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations.
Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy.
Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs. Recommends alterations or revisions to department policies and procedures as needed.
Performs other related duties as assigned by the Branch Lead or Manager.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

PHYSICAL DEMANDS

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.
Employee must occasionally lift and/or move up to 5 pounds.
Employee may occasionally work overtime.
These activities are not necessarily performed to the same degree and combination every day.

Apply Now for Consideration!

Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.

Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.
Possess strong organization, analytical, interpersonal, service and communication skills
Provide high levels of thoroughness and accuracy
Possess strong cross-servicing skills
Must have knowledge of PC Windows-based programs (Excel, Word, and e-mail).
Experience with attending community events and developing community relationships
Ability to speak fluently in Spanish is a plus.

Quick Apply

Refine Your Search

mortgage advisor jobs in san mateo, ca

Financial Services Advisor

2027 M&A Summer Associate (SF)

Sales Consultant

Credit Solutions Advisor - Woodside Plaza

2027 M&A Associate, San Francisco

Senior Implementation Manager, Lender

Senior Home Lending Advisor - San Mateo CA

Premier Client Specialist

J.P. Morgan Advisors - Senior Client Associate - Portland, OR

Sales Training Program – Reverse Mortgage Loan Officer

Relationship Manager I

Enterprise Account Executive

Digital Marketing Lead

PWM Private Wealth Advisor

Senior Building Experience Manager

Credit Solutions Advisor - Serramonte Plaza

Branch Manager - Redwood City

Retail Banking Senior Manager

Mortgage Loan Advisor

Senior Private Banker

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