Note: The job is a remote job and is open to candidates in USA. Better is rebuilding home finance as an AI-native platform that combines technology with an advisor-centric approach to lending. The Licensed Loan Consultant will provide personalized mortgage guidance, recommend financing solutions, manage borrower relationships and loan pipelines, and ensure compliant execution through closing.
Responsibilities
- Deliver a consultative, personalized mortgage experience based on each borrower’s financial goals and circumstances
- Educate clients on available financing options and recommend appropriate loan solutions
- Leverage our proprietary AI-enabled loan origination system, automation, and data-driven tools to manage opportunities and accelerate the lending process
- Engage and convert company-provided opportunities while developing relationships with personal, professional, and referral networks
- Manage an active pipeline from initial consultation through closing
- Maintain consistent, proactive communication with borrowers, real estate partners, and internal team members
- Build lasting relationships that generate repeat business and referrals
- Collaborate with operations, processing, underwriting, and closing teams to deliver an exceptional customer experience
- Maintain accurate and timely documentation throughout the loan process
- Ensure all activities comply with company policies and applicable federal and state lending regulations
- Stay informed about market conditions, lending guidelines, product updates, and emerging technology
Skills
- • Active NMLS registration and applicable state licenses, or the ability to obtain required licensing
- • Strong consultative sales and communication skills
- • Ability to understand a borrower's needs and clearly explain complex financial information
- • Comfortable adopting AI, automation, digital platforms, and new technology
- • Self-motivated, organized, and accountable for results
- • Ability to manage multiple clients and priorities in a fast-paced environment
- • Strong attention to detail and commitment to regulatory compliance
- • Collaborative mindset with a client-first approach
- • Entrepreneurial, adaptable, and excited to grow within a forward-thinking organization
- • Mortgage lending, financial services, sales, or relationship-management experience preferred
Benefits
- Comprehensive medical, dental, and vision coverage, plus HSA and FSA options with employer matching contributions
- Pre-tax Dependent Care FSA, plus commuter benefits with employer matching contributions
- 401(k) retirement savings plan
- Flexible PTO program and company-paid holidays
- Paid parental leave
- Remote and hybrid work arrangement options [role dependent]
- Discounted pet insurance and additional perks
- PerkSpot employee discount program
- SoFi financial wellbeing platform with 1:1 advice
- Employee assistance program supporting mental and emotional wellbeing
- Working with a diverse and culture forward team!
Company Overview