Job Details
CapCenter is looking for a Loan Advisor to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy.
In the Loan Advisor role, you ll be the first point of contact for CapCenter mortgage applicants who are on the path to purchasing a home or refinancing a mortgage. Loan Advisors engage potential clients to help them understand what they qualify for and guide them through the home buying process. There is no cold calling. Alongside managing a pipeline of clients, you ll work collaboratively with realtors, loan analysts, underwriters, and insurance advisors to accelerate growth across multiple business lines, while maintaining a premium client experience.
Here s what you ll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
- Get your NMLS certification (we ll sponsor it!)
- Master our client-centric sales and service process front-to-back
- Complete our introductory Consultative Sales training course
- Become a subject matter expert in all business lines
In your first 90 days, you will:
- Take live leads and build your pipeline
- Complete a self-assessment to build a blueprint for career progression at CapCenter
- Act as a trusted advisor and advocate for our clients as they prepare for closing
- Work collaboratively with others to ensure accuracy and efficiency at each step of the way
- Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
You are
- A critical thinker: we re happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
- A communicator: most Americans buy less than five homes in their life it's critical that you build trust, distill complex financial concepts simply, and listen actively.
- Self-aware: you re looking for an opportunity to develop your strengths and weaknesses
- Driven to help others: you want to do good
- Ambitious: you want to do well
- A college graduate with abachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You ll get
- NMLS Certification
- Competitive salary, variable pay & annual bonus
- 401k (with matching!), health, dental, & vision
- Training to learn the home-ownership experience back to front.
- To participate in cross-functional collaboration that fosters lateral and vertical career growth
- The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Advisors have been promoted into sales, operations, team lead, and market management roles.