Client Advisor

Title Client Advisor
Job Type Fulltime
Salary DOE

Client Description:  Our client is a residential mortgage lender.

Position Summary: The Client Advisor will be responsible for evaluating the client profiles to determine credit worthiness, financing and provide financial advice to each client.

Principle Duties and Responsibilities:

  • Discuss lending practices and procedures with clients.
  • Evaluate market conditions and the lending regulatory environment.
  • Track data and maintain client database with current information.
  • Regularly evaluate systems and processes to recommend improvements.
  • Prepare and participate in weekly meetings to address issues and best practices.
  • Maintain relationships with clients, referral contacts, and team members.
  • Extensive training will be provided.

Essential/Desired Qualifications:

  • Bachelor’s degree from a 4-year college or university.
  • Minimum of 1 year of work experience.
  • Ability to learn a vast quantity of information quickly.
  • Strong communication skills, both verbal and written.
  • Proficient in MS Office Suite products.
  • Ability to collaborate and work in a team environment.
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