Mortgage Financing Advisor

Pulte Mortgage
4511 Willow Rd, Suite 8
Pleasanton, CA 94588
United States

Real Estate / Property Mgt
Job Start Date
Job End Date
Application Closing Date
Manages Others
Experience Required
Degree Required
Security Clearance Required
Employment Type
Work Schedule
Some Travel

Job Description

Job Description


Primarily responsible for developing and implementing strategic business initiatives for Pulte Mortgage, supporting the Builder, supporting Mortgage Operations, supporting Buyers and following all state and regulatory requirements.


  • Having availability to meet with customers in order to provide mortgage financing expertise
  • Working with Buyers and the Sales Team in order to "capture" as many mortgage sales as possible in order to give the Builder predictability and visibility into their backlog
  • Pulte Homes sales training and building strong relationships
  • Backlog / Pipeline Management performance as measured by closing homes on-time & providing extraordinary Customer Service
  • Branch operations performance as measured by, however not limited to, Capture, Customer Service, Compliance and Helping to Sell More Homes.
  • Professional development


  • Prior mortgage experience preferred but not required.
  • 3-5 years successful sales and/or business development background
  • Excellent oral and written communication skills along with strong computer proficiency with Microsoft Office applications, particularly Excel
  • Previous Mortgage experience is highly recommended
  • Must have high energy and be self-motivated to set and achieve sales goals
  • Must have excellent customer service and presentation skills
  • Incumbent must have the ability to work in a fast-paced, high volume environment
  • Must possess excellent time management skills
  • Must have the ability to manage multiple priorities and possess strong analytical and problem solving skills
  • Must possess strong math aptitude


  • Candidate should be open to flexible scheduling options and have the ability to adapt to change as needed
  • This position consists of a 5 day workweek that does often involve weekend hours
  • This may include the ability to work additional hours or an alternative shift in order to meet business needs and essential functions of the job
  • This position will require extensive driving to neighborhoods across the Division
  • It is required that the candidate selected for this position be capable of acquiring a license for the state of California as well as pass a background check
  • This position is subject to the CFPB Loan Originator Compensation Rule.

This is not intended to be an exhaustive listing of all skills, duties, or responsibilities associated with the job. Management reserves the right to revise the job, or to require that other or different tasks be performed, should circumstances change (i.e., changes in personnel, workload, or technological developments). 


  • Minimum High School diploma or equivalent
  • Valid Driver's License because driving is an essential function of this position.

Job Requirements
Knowledge of computer software including Microsoft Office programs, training and development, and Customer Service.
Ability to write and communicate effectively, mentor and coach staff to reach set production standards, and conduct presentations with various levels of employees and management

All employees must be committed to fair and nondiscriminatory lending, in conformity with the Equal Credit Opportunity and Fair Housing acts, and to compliance with all applicable laws, regulations and company policies. Employees must act responsibly in their efforts to provide financial services to Pulte customers and to provide support to Pulte's core purposes.
Kristin Hinds
4511 Willow Rd, Suite 8
CA 94588
United States
Facebook LinkedIn