Source Job

$122,000–$122,000/yr
Unlimited PTO

  • Educate homeowners about Home Equity Investment terms and address their questions.
  • Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
  • Utilize a comprehensive tech stack to track homeowner statuses and interactions.

Salesforce CRM Mortgage

5 jobs similar to New Homeowner Advisor

Jobs ranked by similarity.

$94,000–$94,000/yr
Unlimited PTO

  • Preparing files for underwriter review for homeowners who have applied for a Home Equity Investment (HEI).
  • Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items.
  • Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process.

Splitero helps homeowners access their home equity without monthly payments. They are committed to revolutionizing the real estate industry while helping families in need, fostering a culture of transparency, innovation, and inclusivity, where every voice is heard.

$110,000–$110,000/yr

  • Own pipeline from initial review through final approval, maintaining a consistent daily review cadence and meeting quality standards.
  • Identify the right conditions for each file, communicating the reasoning clearly to processors and homeowners.
  • Ensure property title is free of restrictions and identify specific conditions needed to cure any title issues.

Splitero helps homeowners access their home equity without monthly payments, offering a modern alternative to traditional financing. They foster a culture of transparency, innovation, and inclusivity, valuing every team member's voice and promoting growth as a team and as individuals.

Advisor

Realm
$50,000–$65,000/yr
US Unlimited PTO

  • You’ll own an active book of homeowner relationships, end to end — from first conversation to signed construction contract.
  • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds.
  • Match homeowners with the right contractors based on project type, geography, budget, and fit.

Realm helps homeowners move from "we’re thinking about it" to a signed construction contract — with the right scope, the right contractor, and a budget they trust. They appear to be an early-stage, venture-backed company at a genuine inflection point, with a team of owners.

US

  • Reviewing the complete file and ensuring the various documents in the file are in sync with the all the others and the loan application on the system.
  • Understanding the investor closing requirements before documents are drawn.
  • Enter required escrow details in the platform

Sutherland Mortgage Services Inc. is a premier nationwide provider of end to end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support for over 30 years. The company is a collaborative, considerate and friendly team that prioritizes having a diverse, inclusive, and respectful workplace.

US

  • Originates residential mortgage loans and manages a sales team.
  • Markets loan products to real estate agents and prospective homebuyers.
  • Maintains customer service and manages applicant expectations.

Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.