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Mortgage Advisor Assistant Jobs (NOW HIRING)

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Mortgage Advisor II

Tempe, AZ · On-site

Advise and educate clients on the Lendage mortgage products and the application process * Assist clients in completing mortgage applications, including the collection of the requisite information ...

Achieve

Mortgage Advisor II

Tempe, AZ · On-site

Advise and educate clients on the Lendage mortgage products and the application process * Assist clients in completing mortgage applications, including the collection of the requisite information ...

Achieve

Mortgage Advisor II

Tempe, AZ · On-site

Advise and educate clients on the Lendage mortgage products and the application process * Assist clients in completing mortgage applications, including the collection of the requisite information ...

Lower

Senior Mortgage Advisor

Columbia, MD · On-site

True six-figure expectation for our Sr. Mortgage Advisors The industry's best inbound direct mail ... assistant program and other production triggers for top producers Multiple career paths, potential ...

Lower

Senior Mortgage Advisor

Columbus, OH · On-site

Why Oxford? • True six-figure expectation for our Sr. Mortgage Advisors • The industry's best ... assistant program and other production triggers for top producers • Multiple career paths ...

Lower

Senior Mortgage Advisor

Columbus, OH · On-site

True six-figure expectation for our Sr. Mortgage Advisors The industry's best inbound direct mail ... assistant program and other production triggers for top producers Multiple career paths, potential ...

Lower

Senior Mortgage Advisor

Beachwood, OH · On-site

True six-figure expectation for our Sr. Mortgage Advisors The industry's best inbound direct mail ... assistant program and other production triggers for top producers Multiple career paths, potential ...

UFCU

Mortgage Advisor

Statesville, NC · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

UFCU

Mortgage Advisor

Van Buren, AR · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

UFCU

Mortgage Advisor

Carson City, NV · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

UFCU

Mortgage Advisor

Allentown, PA

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

UFCU

Mortgage Advisor

Rogers, AR · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

UFCU

Mortgage Advisor

Fletcher, NC · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

United Federal Credit Union

Mortgage Advisor

Rogers, AR · On-site

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

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Mortgage Advisor Assistant information

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$28.5K

$38K

$47K

How much do mortgage advisor assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for mortgage advisor assistant in the United States is $37,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $40,000.00 per year, depending on experience, location, and employer.

What does a mortgage advisor assistant do?

A Mortgage Advisor Assistant supports mortgage advisors by handling administrative tasks, managing client communications, and preparing necessary documentation for mortgage applications. They help ensure that applications are processed efficiently and that clients receive timely updates throughout the process. Additionally, they may conduct initial research on mortgage products, gather client information, and schedule appointments. Their role is essential in helping mortgage advisors deliver excellent service to clients.

What are the key skills and qualifications needed to thrive as a mortgage advisor assistant, and why are they important?

To thrive as a Mortgage Advisor Assistant, you need a solid understanding of mortgage products, financial documentation, and administrative procedures, usually supported by experience in finance or banking. Familiarity with Customer Relationship Management (CRM) software, mortgage application platforms, and regulatory compliance systems is typically required. Excellent organizational skills, attention to detail, and strong interpersonal communication help you support both clients and advisors effectively. These skills are crucial to ensure smooth mortgage processing, regulatory adherence, and a positive client experience.

What are some typical challenges faced by a mortgage advisor assistant, and how can they be managed?

Mortgage Advisor Assistants often juggle multiple client files and tight deadlines while ensuring all documentation is accurate and compliant with regulations. Staying organized and proactively communicating with both clients and advisors is key to managing workload and reducing errors. Familiarity with mortgage processing systems and a willingness to learn about changing lender requirements can help you stay ahead in this fast-paced environment.

What is the difference between Mortgage Advisor Assistant vs Mortgage Broker?

AspectMortgage Advisor AssistantMortgage Broker
CredentialsTypically requires basic financial or administrative certificationsRequires licensing and certifications, such as mortgage broker licenses
Work EnvironmentSupports mortgage advisors in banks or lending firmsOperates independently or with a team, working with clients directly
Industry UsageCommonly employed in financial institutions and lending companiesWorks across multiple lenders, often as independent agents

The main difference is that a Mortgage Advisor Assistant primarily supports mortgage advisors with administrative tasks, while a Mortgage Broker actively works with clients to find and arrange mortgage loans across various lenders. The assistant role is more supportive and administrative, whereas the broker role involves client interaction and loan negotiation.

How to become a mortgage advisor assistant?

To become a mortgage advisor assistant, candidates typically need a high school diploma or equivalent, strong organizational and communication skills, and familiarity with mortgage processes. Some roles may require basic knowledge of financial products and proficiency with office software; relevant certifications are not usually mandatory but can enhance prospects.

What cities are hiring for Mortgage Advisor Assistant jobs?

Cities with the most Mortgage Advisor Assistant job openings:

What are the most commonly searched types of Mortgage Advisor jobs?

The most popular types of Mortgage Advisor jobs are:

What states have the most Mortgage Advisor Assistant jobs?

States with the most job openings for Mortgage Advisor Assistant jobs include:

Mortgage Advisor Assistant jobs near you
Infographic showing various Mortgage Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $37,951 per year, or $18.2 per hour.

Mortgage Advisor

The Honesdale National Bank

Wilkes Barre, PA • On-site

Full-time

Posted 19 days ago

Job description

IMPACT STATEMENT

The Mortgage Advisor plays a key role in expanding the Bank’s residential lending portfolio by originating high‑quality mortgage loans, cultivating strong referral relationships, and delivering exceptional service to prospective and existing borrowers.


POSITION SUMMARY

The Mortgage Advisor is responsible for originating mortgage loans, marketing loan products within an assigned territory, and guiding borrowers through the application and pre‑qualification process. This position requires strong sales ability, real estate knowledge, and the capacity to build and maintain a robust referral network.


ESSENTIAL FUNCTIONS AND DUTIES

  • Conduct initial interviews with potential borrowers and pre‑qualify applicants for financing.
  • Complete loan applications using MortgageBot software and laptop.
  • Determine which mortgage product best suits borrowers’ needs.
  • Gather necessary documentation to complete loan files based on program guidelines.
  • Attend mortgage closings.
  • Follow up on referrals from realtors, builders, and internal bank sources.
  • Maintain and expand a referral network with realtors, builders, and other real estate professionals.
  • Market a variety of loan products including conventional, ARMs, FHA, GSE, and bank‑specific mortgage products.
  • Attend builder/realtor shows and seminars to build relationships and stay informed on industry issues.
  • Assist loan closers in obtaining information required by underwriters to facilitate timely loan closings.
  • Continuously review online manuals and internal updates to stay current on secondary market requirements.
  • Participate in community affairs to increase the bank’s visibility and enhance new business opportunities.
  • Assume additional responsibilities as required.


EDUCATION AND TRAINING

  • High school diploma or equivalent.
  • Demonstrated sales experience and real estate knowledge.
  • Proficient interpersonal and communication skills.
  • Strong PC and keyboarding skills.
  • Valid driver’s license required.


REQUIRED SKILLS AND ABILITIES

  • 2+ years prior experience preferred.
  • Strong sales aptitude with the ability to build and maintain referral relationships.
  • Knowledge of mortgage products, lending guidelines, and real estate practices.
  • Ability to analyze borrower needs and recommend appropriate loan products.
  • Excellent communication, customer service, and follow‑through skills.
  • Ability to work independently and manage multiple loan files simultaneously.
  • Proficiency with mortgage origination systems, including MortgageBot.
  • Professionalism, accuracy, and attention to detail in all borrower interactions and documentation.


PHYSICAL REQUIREMENTS

  • Prolonged sitting: Ability to remain seated for extended periods while performing computer‑based tasks.
  • Manual dexterity: Ability to type and use office equipment such as printers and scanners.
  • Visual acuity: Ability to read and interpret data on screens and paper documents.
  • Hearing: Ability to hear and respond to phone calls, office sounds, and conversations.
  • Physical tasks: Ability to occasionally lift items such as office supplies or documents up to 50 lbs.
  • Mobility: Ability to move throughout the office to attend meetings, retrieve documents, or collaborate with colleagues.



TRAVEL REQUIREMENTS

  • As needed.