1

Mortgage Advisor Jobs (NOW HIRING)

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

Mortgage Advisor

Santa Ana, CA

$150K/yr (+ commission)

Our team is looking for a highly motivated and entrepreneurial-minded mortgage broker to join our successful lending team. The ideal candidate will have an established book of real estate and lending ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

General Summary (What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling and product awareness to Credit Union members regarding their ...

Showing results 41-60

Mortgage Advisor information

See salary details

$11K

$74.4K

$132.5K

How much do mortgage advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for mortgage advisor in the United States is $74,388.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What is a mortgage advisor?

A mortgage advisor provides a service to customers by helping them navigate the home mortgage financing process. You also act as a liaison between a bank or financial institution and the customer. In this career, you gather financial information from the borrower, check it for accuracy, and send it to the mortgage lenders to find out which can provide the best financing. You also work regularly with real estate agents to help their clients buy homes.

What does a mortgage advisor do?

A Mortgage Advisor helps clients find and secure the most suitable mortgage products for buying property or refinancing existing loans. They assess financial situations, explain available mortgage options, and guide clients through the application and approval process. Mortgage Advisors also liaise with lenders, ensure all required documentation is provided, and offer advice tailored to individual needs. Their main goal is to make the mortgage process as smooth and successful as possible for their clients.

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

To thrive as a Mortgage Advisor, you need a solid understanding of mortgage products, financial regulations, and lending criteria, typically supported by relevant certifications such as CeMAP. Familiarity with mortgage sourcing software, CRM systems, and compliance tools is essential for efficiently processing applications. Excellent interpersonal skills, attention to detail, and the ability to explain complex information clearly help build trust and guide clients through the mortgage process. These skills ensure accurate, compliant advice and foster strong client relationships, which are crucial for business growth and customer satisfaction.

What are some common challenges mortgage advisors face when guiding clients through the loan process?

Mortgage Advisors often encounter challenges such as navigating complex client financial situations, keeping up with frequent changes in lending regulations, and managing tight deadlines for document submissions. Building trust with clients, especially first-time homebuyers, requires clear and empathetic communication to ensure they understand each stage of the process. Additionally, Mortgage Advisors must coordinate with real estate agents, underwriters, and other stakeholders to ensure a smooth transaction from application to closing.

What is the difference between Mortgage Advisor vs Mortgage Broker?

AspectMortgage AdvisorMortgage Broker
CredentialsTypically requires industry certifications and licensingOften holds similar certifications; may need licensing depending on region
Work EnvironmentWorks directly with clients, often within banks or financial institutionsActs as an intermediary, working with multiple lenders and clients
Employer & Industry UsageEmployed by banks, lenders, or financial firmsIndependent or employed by brokerage firms, representing multiple lenders
Search & Comparison IntentSeeking personalized mortgage advice from a financial professionalLooking for multiple mortgage options from various lenders

Mortgage Advisors typically work directly with clients within financial institutions, providing tailored mortgage advice. Mortgage Brokers act as intermediaries, connecting clients with multiple lenders to find suitable mortgage products. Both roles require similar certifications, but their work environments and employer types differ. Understanding these differences helps clients choose the right professional for their mortgage needs.

How much do mortgage advisors get paid?

Mortgage advisors typically earn a base salary that ranges from $40,000 to $70,000 annually, with experienced professionals and those working in high-demand areas earning higher. Many also receive commissions or bonuses based on the number of clients or loans they close, which can significantly increase total compensation. Salaries can vary depending on location, experience, and whether they work for a bank, brokerage, or independently.

Is there a demand for mortgage advisors?

Mortgage advisors are in steady demand due to ongoing housing market activity and the need for financial guidance in home purchasing. The role requires strong communication skills, knowledge of lending products, and often relevant certifications, with employment opportunities available in banks, mortgage companies, and financial advisory firms.

What does it take to be a mortgage advisor?

A mortgage advisor typically needs a strong understanding of mortgage products, financial regulations, and credit analysis. Relevant skills include communication, sales, and customer service, and many roles require industry certifications such as the Mortgage Advisor or Mortgage Broker qualification. Experience in banking or finance can also be beneficial.

What cities are hiring for Mortgage Advisor jobs?

Cities with the most Mortgage Advisor job openings:

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

The most popular types of Mortgage Advisor jobs are:

Who are the top companies hiring for Mortgage Advisor jobs?

The top employers for Mortgage Advisor jobs are:

What states have the most Mortgage Advisor jobs?

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

Infographic showing various Mortgage Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $74,388 per year, or $35.8 per hour.

$70 - $120/hr

Other

Re-posted yesterday


CommunityAmerica Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Summary

TThe Sr. Mortgage Advisor serves as the dedicated residential mortgage expert within our credit union branch network. This role primarily focuses on servicing warm internal referrals and walk-in traffic generated by branch partners (Personal Bankers, Branch Managers, etc.), while also developing external relationships to generate external leads within the local community. The MLO guides members through the entire mortgage financing process, aligning credit union lending products with each member’s long-term financial goals.

Duties & Responsibilities
  • Serve as the primary mortgage point of contact for assigned credit union branches, partnering daily with branch staff to identify members with home financing needs.
  • Promptly follow up on, track, and convert warm internal leads and cross-sell opportunities generated by branch personnel.
  • Educate branch staff regularly on credit union mortgage products, promotions, and qualification criteria to optimize internal referral pipelines.
  • Attend local networking events, open houses, and community functions to build an independent referral network and drive external loan volume.
  • Conduct thorough financial consultations with members to analyze credit profiles, income, debt-to-income (DTI) ratios, and asset documentation.
  • Recommend appropriate credit union mortgage loan products to enable borrowers to make an informed decision tailored to meet their specific needs.
  • Maintain clear, consistent communication with borrowers, branch partners, real estate agents, and internal processing/underwriting teams throughout the loan lifecycle.
  • Ensure a seamless member experience by managing expectations and resolving issues proactively from pre-approval to closing.
  • Identify opportunities to expand borrower relationships by proactively referring them to appropriate internal branch partners for financial services (e.g. retail banking, investments, or insurance).
  • Monitor local real estate market conditions, competitor offerings, and economic trends to identify growth opportunities.
  • Maintain thorough knowledge of federal, state, and institutional lending regulations, including RESPA, TRID, and fair lending laws.
  • Achieve or exceed monthly and annual production goals established for origination volume, pull through ratios, and member satisfaction scores.
  • Perform all other duties as assigned.
Requirements

Education and Experience Requirements

  • High school degree or equivalent. Bachelor's degree preferred.
  • One (1) – Three (3) years of Retail Banking or Mortgage experience preferred.

Required Knowledge, Skills and Abilities

  • Exceptional communication, public speaking, negotiation, and interpersonal skills.
  • Proficiency in utilizing Mortgage Loan Origination Systems, automated underwriting systems, and Customer Relationship Management (CRM) tools.
  • Knowledge of regulations governing real estate, including Regulations B, C, X, Z, and the Fair Housing Act and Fair Credit Reporting Act.
  • Ability to maintain a high level of confidentiality.
  • Must be able to be bonded.
  • Must have or be able to obtain NMLS registration.
#J-18808-Ljbffr

What CommunityAmerica Credit Union employees say

Hours and flexibility

Workplace

Get the full story on Breakroom