[Remote] Mortgage Advisor Associate
Note: The job is a remote job and is open to candidates in USA. Lower is a mission-driven fintech company that simplifies the home-buying process through cutting-edge technology. In this role, you'll support an experienced team by managing key parts of the borrower experience and ensuring loan files are prepared for processing.
Responsibilities
- Guide borrowers through intake and early file setup with clear next steps and fast responses
- Collect, organize, and review documentation for completeness, consistency, and program fit
- Identify loan program options that match borrower needs and align with loan risk
- Confirm the file is structured to support the selected loan program and pricing strategy
- Coordinate clean handoffs and timelines with the processing team
- Track milestones, follow-ups, and potential bottlenecks to keep files moving
- Log key communications for team visibility and smooth collaboration
- Originate, structure, and manage loans sourced through personal relationships and referrals
Skills
- Strong communicator who is comfortable speaking with borrowers and real estate partners
- Organized and detail-oriented, with a high standard for accuracy and follow-through
- Problem solver who can think independently and ask for support when needed
- Calm under pressure and able to manage multiple files and deadlines
- Solutions-focused with a consistent 'how can this be done' mindset
Benefits
- Medical/dental/vision
- Paid holidays
- Paid time off
- Maternity leave
- Life insurance
- Short- and long-term disability
- 401K with company match
- Discount on home mortgage refinances or purchases
Company Overview