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Mortgage Planner Jobs (NOW HIRING)

Central Bancompany

Mortgage Loan Officer

O Fallon, IL · On-site

... mortgage planning and financial counsel and ensure that reports and client documentation are ... accurate and done in a timely manner. He/she will remain abreast of all regulatory, ethical, and ...

CFBank

Mortgage Banker

Columbus, OH · On-site

Market and sell CFBank Mortgage Products through inside and outside sales to networks and develop referral contacts from realtors, past customers, financial planners, accountants, attorneys and other ...

CFBank

Mortgage Banker

Columbus, OH · On-site

Market and sell CFBank Mortgage Products through inside and outside sales to networks and develop referral contacts from realtors, past customers, financial planners, accountants, attorneys and other ...

Staffingine LLC

Mortgage Market Leader

Nashville, TN · On-site

Support professional development and succession planning within the mortgage department. * Partner with HR and senior leadership on recruitment, retention, and performance management initiatives.

Morgan Stanley

Mortgage Banker

Tempe, AZ

Mortgage Banker AVP/VP Morgan Stanley has earned a worldwide reputation for the excellence of its ... wealth planning, access to credit and lending, cash management, annuities and insurance, and ...

Morgan Stanley

Mortgage Banker

Purchase, NY · On-site

Mortgage Banker AVP/VP Morgan Stanley has earned a worldwide reputation for the excellence of its ... wealth planning, access to credit and lending, cash management, annuities and insurance, and ...

Morgan Stanley

Mortgage Banker

Tempe, AZ · On-site

Mortgage Banker AVP/VP Morgan Stanley has earned a worldwide reputation for the excellence of its ... wealth planning, access to credit and lending, cash management, annuities and insurance, and ...

Morgan Stanley

Mortgage Banker

Dallas, TX

Mortgage Banker AVP/VP Morgan Stanley has earned a worldwide reputation for the excellence of its ... wealth planning, access to credit and lending, cash management, annuities and insurance, and ...

Lendwise Mortgage, Inc.

Be Seen First

Mortgage Loan Originator

Honolulu, HI · Remote

$150K - $500K/yr

Lendwise Mortgage is expanding into Hawaii, and we are looking for a licensed Mortgage Originator ... planners, and referral partners across the islands. · Market Awareness -- Stay current on rates ...

Morgan Stanley

Mortgage Banker

Dallas, TX

Mortgage Banker AVP/VP Morgan Stanley has earned a worldwide reputation for the excellence of its ... wealth planning, access to credit and lending, cash management, annuities and insurance, and ...

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Mortgage Planner information

What is a mortgage planner?

A Mortgage Planner is a financial professional who specializes in helping clients find and structure mortgage loans that align with their overall financial goals. They assess a client's financial situation, explain different mortgage options, and recommend strategies for managing debt, improving credit, and building home equity. Mortgage Planners often work closely with real estate agents, lenders, and other financial advisors to ensure clients make informed decisions throughout the home-buying or refinancing process.

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

To thrive as a Mortgage Planner, you need a solid understanding of financial analysis, mortgage products, and lending regulations, typically backed by relevant licensing such as an NMLS certification. Familiarity with loan origination software, credit analysis tools, and CRM systems is essential. Exceptional interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients and partners. These competencies ensure clients receive tailored mortgage solutions while maintaining compliance and fostering long-term relationships.

What are some common challenges faced by mortgage planners when working with clients, and how can these be addressed?

Mortgage Planners often encounter challenges such as navigating complex financial backgrounds, managing tight deadlines, and balancing client expectations with lender requirements. Building strong communication skills and staying up-to-date with loan programs can help address these issues. Additionally, effective collaboration with underwriters, real estate agents, and clients ensures smoother transactions and better outcomes. Being proactive about potential obstacles allows Mortgage Planners to guide clients confidently through the mortgage process.

Who are the top companies hiring for Mortgage Planner jobs?

The top employers for Mortgage Planner jobs are:

What are popular job titles related to Mortgage Planner jobs?

For Mortgage Planner jobs, the most frequently searched job titles are:

Mortgage Planner jobs near you
Infographic showing various Mortgage Planner job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution.

Mortgage Loan Officer

O Fallon, IL • On-site

Central Bancompany
Commercial Banking • 1 - 5K employees
Learn more about Central Bancompanyexternal

Full-time

Re-posted 1 hour ago

Key responsibilities

  • Use industry knowledge and marketing strategies to find prospects, generate leads, and convert applications to closed loans.

  • Build and maintain relationships with clients and referral partners through networking, community engagement, and ongoing communication.

  • Ensure timely submission of borrower documentation and compliance with regulatory and ethical requirements.

Job description

POSITION SUMMARY:
The Mortgage Loan Officer -- Outside Sales will use their industry knowledge and marketing and sales strengths to find prospects, generate leads, and convert application opportunities to closed loans. Much of the incumbent's work will be self-directed with the majority of the sales calls and other activity taking place outside the employer's offices. Compensation for this position is commission based. The Loan Officer will develop long-term relationships with clients and referral partners, creating an email friendly data base that will allow for continuous marketing 'touch points' over time. He/she will provide excellent mortgage planning and financial counsel and ensure that reports and client documentation are accurate and done in a timely manner. He/she will remain abreast of all regulatory, ethical, and employer requirements and abide by them in all aspects of the work performed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Design, implement and maintain a personalized marketing program which results in the generation of an acceptable volume of mortgage lending and bank retail products as defined from time to time by the Bank.
  • Maintain, grow, and systematically utilize an ongoing electronic data base of clients, referral partners, and prospects for continuous efforts to "touch" clients and referral partners in order to generate mortgage sales.
  • Know and successfully apply the principles of:
  1. Mortgage lending product knowledge
  2. Compliance
  3. Loan documentation
  4. Fiscal literacy
  5. Deal structuring for the customer's benefit
  6. Computer technology
  • Be responsible for the timely submission of required borrower documentation. This may be accomplished by completing/obtaining the documents directly, or by utilizing our web site, or utilizing a loan officer assistant if authorized by the department manager.
  • Build purposeful relationships with referral partners by:
  1. Consistently attending networking groups
  2. Consistently attending open houses and similar events
  3. Consistently visiting referral partners
  4. Becoming a community resource
  • Utilize an effective personal time management system.
  • Cross sell other Bank retail and lending products as required
  • Ensure thorough knowledge and understanding of compliance and regulatory issues relating to loan policy and procedures (i.e. CRA, Fair Lending, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Complete all necessary compliance training to include but not limited to BSA
  • Attend meetings and Bank events as required, and perform other duties as may be specified from time to time.

Central Bank offers a competitive benefits program.
Click here for employee benefit information.
This position starts at $16.42 and can increase from there depending on experience.
POSITION REQUIREMENTS:
  • 2-3 Years of Mortgage experience preferred.
  • Valid driver's license with a clean driving background.
  • Excellent knowledge of conventional and government mortgage underwriting requirements, real estate settlement practices, and of the residential lending business in general.
  • Good command of the mathematics and reasoning skills involved in residential lending.
  • High level communication skills, both oral and written.
  • Excellent interpersonal skills, a committed listener, shows empathy, and deals well with individuals of all personality types. Builds rapport and confidence quickly.
  • Computer skills; intermediate MS Word, intermediate MS Excel, intermediate MS Outlook, intermediate knowledge of Internet and data base or CRM software.
  • Ability to work under pressure of multiple projects and deadlines; ability to effectively prioritize workload and manage changes in direction.
  • Able to operate with minimal supervision, high achiever, and strong work ethic.
  • Ability to work in a team environment.

Apply