Trainee Mortgage Adviser

Planning is done in RightCapital and portfolios are managed in Orion. Nelson Lending is a fee-only advisory practice with two advisors, a paraplanner and an office manager.

Overview:

We're looking for a Trainee Mortgage Adviser to join our team. This is a remote role. Supported by a processor and a loan officer assistant. You will be employed through our employer-of-record partner in Bangladesh, with a local contract and salary paid in taka. Our standups are at 9:00 AM Pacific.

Essential duties and responsibilities:

• Explain rates, points, closing costs and loan terms clearly.
• Work with processors and underwriters to clear conditions.
• Follow TRID, RESPA, ECOA and fair lending requirements.
• Meet monthly funded volume goals.
• Track pipeline and lead follow-up in a CRM such as Salesforce or Total Expert.
• Take applications in Encompass and collect income, asset and credit documents.
• Review credit reports and recommend loan programs that fit the borrower.
• Issue pre-approvals and keep them updated as buyers shop.

Skills and experience:

• 0-2 years of mortgage lending experience.
• Must pass background and credit checks.
• Available for evening and weekend calls during busy periods.
• Clear communicator with first-time buyers.

What you get:

Compensation: BDT 55,000 - BDT 65,000 pcm

• Two weeks of paid leave at year end.
• Paid parental leave.
• Wellness allowance.
• Co-working space stipend.
• Health insurance through our employer-of-record partner.
• Annual team retreat.

Please submit your CV in English.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Nelson Lending.