Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Intermediate Teller you will be accountable for delivering superior and prompt customer service by performing transactions as requested on a variety of banking services through the lobby and/or drive thru in alignment with defined guidelines and process. You will respond to and advise customer inquiries on product features and services as well as be knowledgeable of prescribed policies, procedures, regulations and guidelines associated with USAA's banking products. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. This role is available at our San Antonio Office, in office 5 days per week. Work Hours: Training 3 weeks- Monday - Friday 8:15am 5:15pm Monday - Friday - 8:15 am - 5:15 pm Rotating Saturdays 8:15 am -1:15 pm What you'll do: Works under general supervision and is accountable for delivering outstanding customer service in performing a variety of basic banking services though lobby and/or drive thru. Resolves member issues and/or complaints in a professional manner; collaborates with team members to resolve issues and to identify appropriate issues for customer concern and seeks management assistance as needed. Follows operational processes, procedures, and requirements and applies their job experience to carry out moderately complex work assignments, like estate accounts and special endorsements. Maintains low error ratio, teller cash drawer limits and remains within cash outage allowance. Identifies new and emerging fraud transactions and provides accurate, timely communication to management to mitigate loss. Responds to and advises member inquiries on product features and services. Recognizes and refers potential product needs and self-service opportunities. Maintains and adheres to all policies, regulations, guidelines, and procedures applicable to Teller Operations (i.e. Patriot Act - Anti-money Laundering, Regulation CC, OFAC, etc.). Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1 year of customer service experience as a teller, in financial services, or retail sales environment. General math and calculator skills with the ability to perform basic mathematical calculations, including addition, subtraction, multiplication, division. Strong organizational, and communication, and customer service skills. Basic knowledge of applicable banking regulations, guidelines, and procedures. What sets you apart: 2 years bank teller experience US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $ 43,680.00 - $59,980.00 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/16/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Intermediate Teller you will be accountable for delivering superior and prompt customer service by performing transactions as requested on a variety of banking services through the lobby and/or drive thru in alignment with defined guidelines and process. You will respond to and advise customer inquiries on product features and services as well as be knowledgeable of prescribed policies, procedures, regulations and guidelines associated with USAA's banking products. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. This role is available at our San Antonio Office, in office 5 days per week. Work Hours: Training 3 weeks- Monday - Friday 8:15am 5:15pm Monday - Friday - 8:15 am - 5:15 pm Rotating Saturdays 8:15 am -1:15 pm What you'll do: Works under general supervision and is accountable for delivering outstanding customer service in performing a variety of basic banking services though lobby and/or drive thru. Resolves member issues and/or complaints in a professional manner; collaborates with team members to resolve issues and to identify appropriate issues for customer concern and seeks management assistance as needed. Follows operational processes, procedures, and requirements and applies their job experience to carry out moderately complex work assignments, like estate accounts and special endorsements. Maintains low error ratio, teller cash drawer limits and remains within cash outage allowance. Identifies new and emerging fraud transactions and provides accurate, timely communication to management to mitigate loss. Responds to and advises member inquiries on product features and services. Recognizes and refers potential product needs and self-service opportunities. Maintains and adheres to all policies, regulations, guidelines, and procedures applicable to Teller Operations (i.e. Patriot Act - Anti-money Laundering, Regulation CC, OFAC, etc.). Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1 year of customer service experience as a teller, in financial services, or retail sales environment. General math and calculator skills with the ability to perform basic mathematical calculations, including addition, subtraction, multiplication, division. Strong organizational, and communication, and customer service skills. Basic knowledge of applicable banking regulations, guidelines, and procedures. What sets you apart: 2 years bank teller experience US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $ 43,680.00 - $59,980.00 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/14/2026
Full time
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Description Competitive Pay, Close to Home, Easy Application Process - Apply Today Benefits: Competitive Pay & Bonuses Paid Training Paid Time Off Health Benefits Employee Discount 401k & More $47,000-$100,000/year based on experience Agricultural Road Technician Position Specifics - Road Technician: Department: Service Reports to: Service Manager or Location Manager Supervises: None Purpose: Independently performs advanced diagnostics, service repairs and maintenance work on customer and/or dealer-owned agricultural equipment. May require some direction or guidance from the Service Manager, Location Manager, or Shop Foreman. Responsibilities: Performs advanced diagnostics and repairs on agricultural equipment and established Integrated Solutions (IS) products Participates in Service Training programs required for the development of skills and knowledge Mentors Service Technician Trainees Attends and supports customer/training clinics as needed Maintains current knowledge of John Deere and competitive products Maintains condition of vehicles, inventory, tools and equipment Maintains a clean work area and performs work in a neat and orderly fashion Follows all safety rules and regulations in performing work assignments Completes all reports and forms required in conjunction with work assignments Accounts for all time and all material used in performing assigned duties Primarily perform diagnosis and repair in the field Responsible for other duties as assigned by your manager Experience, Education, Skills and Knowledge: 3+ years of experience performing service repairs Ability to perform advanced repairs and maintenance using special tools and equipment following Technical Manual procedures on machines of the Technician's specialty Advanced knowledge of mechanical, electrical and hydraulic systems used in the repair of agricultural and turf equipment Excellent skills in operating vehicles and equipment used for diagnostic purposes Applicants are required to provide their own tools for the job Ability to use Service Advisor and basic computer functions Ability to lift at least 75 lbs. repeatedly LandPro Equipment is an Equal Opportunity Employer. We are proud to recruit, hire, and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law. Compensation details: 00 Yearly Salary PI9a77f4de2aee-8394
03/12/2026
Full time
Description Competitive Pay, Close to Home, Easy Application Process - Apply Today Benefits: Competitive Pay & Bonuses Paid Training Paid Time Off Health Benefits Employee Discount 401k & More $47,000-$100,000/year based on experience Agricultural Road Technician Position Specifics - Road Technician: Department: Service Reports to: Service Manager or Location Manager Supervises: None Purpose: Independently performs advanced diagnostics, service repairs and maintenance work on customer and/or dealer-owned agricultural equipment. May require some direction or guidance from the Service Manager, Location Manager, or Shop Foreman. Responsibilities: Performs advanced diagnostics and repairs on agricultural equipment and established Integrated Solutions (IS) products Participates in Service Training programs required for the development of skills and knowledge Mentors Service Technician Trainees Attends and supports customer/training clinics as needed Maintains current knowledge of John Deere and competitive products Maintains condition of vehicles, inventory, tools and equipment Maintains a clean work area and performs work in a neat and orderly fashion Follows all safety rules and regulations in performing work assignments Completes all reports and forms required in conjunction with work assignments Accounts for all time and all material used in performing assigned duties Primarily perform diagnosis and repair in the field Responsible for other duties as assigned by your manager Experience, Education, Skills and Knowledge: 3+ years of experience performing service repairs Ability to perform advanced repairs and maintenance using special tools and equipment following Technical Manual procedures on machines of the Technician's specialty Advanced knowledge of mechanical, electrical and hydraulic systems used in the repair of agricultural and turf equipment Excellent skills in operating vehicles and equipment used for diagnostic purposes Applicants are required to provide their own tools for the job Ability to use Service Advisor and basic computer functions Ability to lift at least 75 lbs. repeatedly LandPro Equipment is an Equal Opportunity Employer. We are proud to recruit, hire, and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law. Compensation details: 00 Yearly Salary PI9a77f4de2aee-8394
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/12/2026
Full time
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $33,113.60, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/03/2026
Full time
Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $33,113.60, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/03/2026
Full time
Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
