Executive Mortgage Advisor

About the CompanyFinaya Home Loans is an AI-powered mortgage advisory firm focused on meeting the needs of modern homeownership. The company leverages advanced technology to simplify mortgage decisions and provide tailored, data-driven guidance to clients. Finaya Home Loans aims to make home financing more transparent, efficient, and accessible for a wide range of borrowers. Team members collaborate closely with clients to deliver personalized solutions while working within a forward-thinking, innovation-driven environment.About the RoleThe Executive Mortgage Advisor is a full-time role responsible for guiding clients through the mortgage process from initial inquiry to closing. Based in Rock Hill, SC, this hybrid position combines in-office collaboration with flexibility for some work from home. We are also open to fully remote if not in a commutable distance. Day-to-day tasks include assessing client financial profiles, recommending suitable mortgage products, and providing clear explanations of terms, rates, and repayment options. The Executive Mortgage Advisor will use AI-driven tools to enhance advisory quality, manage a pipeline of leads, and support marketing efforts to grow the client base. The role also involves maintaining compliance with regulatory standards, preparing accurate documentation, and building long-term relationships with clients, real estate partners, and internal stakeholders.ResponsibilitiesAssessing client financial profilesRecommending suitable mortgage productsProviding clear explanations of terms, rates, and repayment optionsUsing AI-driven tools to enhance advisory qualityManaging a pipeline of leadsSupporting marketing efforts to grow the client baseMaintaining compliance with regulatory standardsPreparing accurate documentationBuilding long-term relationships with clients, real estate partners, and internal stakeholdersQualificationsStrong knowledge of Mortgages and Finance, with experience in mortgage advisory or lending.Skills in Mortgage Marketing to develop and manage campaigns, nurture leads, and support business growth.Background in Financial Planning to analyze client needs, affordability, and long-term financial goals.NMLS licensure, or willingness to obtain relevant qualification.Proficiency with digital tools and AI-enhanced platforms; ability to interpret data-backed insights for client recommendations.Excellent communication, interpersonal, and client service skills, with the ability to explain complex information in clear terms.High attention to detail, strong organizational skills, and commitment to regulatory and ethical standards.Bachelor’s degree in finance, business, economics, or a related field is preferred, or equivalent professional experience.Required SkillsMortgage advisory or lending experienceMortgage marketing skillsFinancial planning backgroundNMLS licensure or willingness to obtainProficiency with digital tools and AI-enhanced platformsExcellent communication and interpersonal skillsAttention to detail and strong organizational skillsPreferred SkillsExperience in developing and managing marketing campaignsAbility to analyze client needs and long-term financial goalsPay range and compensation packageMonthly draw plus BPS and Unit Bonus (Expected income $100k-$500k+)Equal Opportunity StatementWe are committed to diversity and inclusivity in our hiring practices and encourage applications from all qualified individuals.