Trainee Mortgage Adviser

Saltreach Investment Partners is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Small business owners and physicians make up a large share of the client list. We started in 1983 and have grown to about 14 people. Most staff have been with the firm for more than eight years.

Our Mumbai team is growing and we are hiring a Trainee Mortgage Adviser. Compensation is base plus commission on funded volume. Most experienced originators earn more from commission than from base.

What you'll be doing:

• Track pipeline and lead follow-up in a CRM such as Salesforce or Total Expert.
• Explain rates, points, closing costs and loan terms clearly.
• Meet monthly funded volume goals.
• Review credit reports and recommend loan programs that fit the borrower.
• Build referral relationships with real estate agents, builders and financial planners.
• Issue pre-approvals and keep them updated as buyers shop.

Minimum qualifications:

• 0-2 years of mortgage lending experience.
• Clear communicator with first-time buyers.
• Experience with Encompass or another loan origination system.

Compensation and benefits:

Rate: ₹4,00,000 to ₹4,50,000 per annum

• Health insurance for you and your family.
• Provident fund.
• Paid leave.
• Gratuity.
• Flexible hours.

Please include your notice period and salary expectations.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Saltreach Investment Partners.