Redfin Mortgage Associate Mortgage Advisor

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Redfin Mortgage, a wholly owned subsidiary of Redfin Corporation, is a different kind of lender that's revolutionizing the way people finance homes. We're rethinking the lending process from start to finish and putting the customer at the heart of everything we do. At Redfin Mortgage, you'll be empowered to make a difference in people's lives while growing your career in a collaborative, tech-savvy environment. If you're ready to get in on the ground floor of a fast-growing mortgage operation, join us.

The Associate Mortgage Advisor performs vital functions that support the Mortgage Advisor (our Loan Officer) to focus on customer relationships and customer retention. The Associate Mortgage Advisor must play an integral part in increasing the Mortgage Advisor's volume. The Associate Mortgage Advisor must remain current on product knowledge and underwriting guidelines. Receives inbound or places outbound calls to current and prospective Redfin Mortgage clients. May answer inquiries and resolve problems. Requires basic knowledge of the organization, products, and/or services. Requires strong customer service skills.

Here’s what you’ll do:

  • Provide world-class customer service and respectful, consultative guidance to clients

  • Act as the initial and ongoing point of contact for the customer and Realtors source, keeping them informed throughout the process

  • Assist Mortgage Advisors in appointment setting with prospective and new applicants

  • Work closely with our Mortgage Advisors to ensure a timely and accurate experience for our clients

  • Assist the Mortgage Advisor with reviewing for an accurate and thorough 1003

  • Request and review critical borrower documentation and loan information for accuracy

  • Request status updates from pre-approved clients and Realtors (weekly TBD calls)

  • Analyze customer’s credit and financial scenario and help determining appropriate loan product(s)

  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing exceptional customer service

  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues

  • Additional common duties:

  • Receive ongoing, comprehensive training and become an expert on home loan products and the mortgage process

  • Answer phone calls, take messages, create calendar invites for meetings/closings/ etc. file and store emails

  • Create pre-approval letters after loan officer qualification

  • Pipeline Inspection: minimize lock expirations, missed contingency and scheduled close times

  • Prepare and send thank you cards to referral sources and new clients.

  • What you bring to the table:

  • Experience using Fannie Mae’s Desktop Underwriter and Freddie Mac’s Loan Prospector

  • Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment

  • Passionate about delivering excellence in customer service.

  • Demonstrated patience and professionalism when interacting with both internal and external customers

  • Self-directed with a strong desire to learn and be a member of a winning team

  • Excellent disposition, mindset and work ethic

  • Commitment to integrity and customer service

  • Requirements:

  • 1-3 years of mortgage experience preferred

  • Ability to work weekends from home

  • Active NMLS license or ability to obtain one in three months

  • What We Offer

  • Competitive compensation packages with a salary, bonuses, and stock options

  • Generous benefits, including three weeks of paid vacation, medical, dental, and vision insurance, fully paid family leave, and more

  • Strong startup culture with catered lunches, casual dress code, game nights, happy hours, and more

  • To make sure we hire the most qualified people, we've designed a multi-step selection process which may include interviews, a homework assignment, and a reference check. We're excited to get to know you and hope you're ready to give this opportunity everything you've got!

    Redfin is an equal opportunity employer committed to hiring a diverse workforce.

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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