The Role Vision: From Loan Originator to Capital & Equity Strategist
The MG Lending Advisor does not view mortgage lending as a standalone paperwork process. You are an essential financial partner embedded within a multi-pillar advisory team working alongside real estate and insurance specialists. You guide clients before, during, and long after a loan closes, ensuring their home financing aligns with their broader financial trajectory.
Full Responsibilities
Capital & Purchase Modeling: Deliver multi-option pre-approval packages, buyer purchasing models, and seller net sheets within 24 hours of client consultation.
Integrated Advisory Participation: Co-lead client strategy sessions alongside MG Home Advisors and Town & Country Insurance Advisors to present unified real estate, loan, and risk plans.
Loan Origination & Structuring: Manage loan pipelines from pre-approval through underwriting and settlement, maintaining transparent communication with clients and agents.
Annual Mortgage Health Reviews: Re-engage closed clients annually to evaluate refinancing opportunities, debt consolidation, rate optimization, and cash-out equity strategies.
Buyer & Seller Education: Conduct financing workshops and produce educational material on purchasing power, interest rate positioning, and home equity preservation.
System Adoption, Adaptability & Technical Competencies
System Adaptability: High adaptability to master and execute within current enterprise lending software, CRM platforms, and automated workflow intake structures.
Tech Stack Competencies: Proficiency with digital LOS (Loan Origination Systems), integrated CRM pipelines (Lofty/internal lead management engines), Microsoft Forms intake branching, and digital presentation tools.
Data Integrity: Maintain precise client records and pipeline status tracking to adhere strictly to 24-hour SLA execution targets.
Qualifications & Licensing
Active NMLS License with active state originations in DC, MD, and/or VA.
Minimum 3+ years of experience in residential mortgage originations and financial analysis.
Strong understanding of conventional, FHA, VA, jumbo, and specialized buyer assistance programs.
All your information will be kept confidential according to EEO guidelines.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
At The Menkiti Group, we are dedicated to our mission of transforming lives, careers, and communities through real estate. With a 22-year track record and significant growth ahead, we are seeking talented individuals who want to make a meaningful impact while helping shape the next chapter of our firm.