[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