Mortgage Specialist

Company Description Purple Roof Global empowers individuals and real estate professionals to buy, sell, finance, and rethink how they engage with real estate. The company offers integrated real estate listings and mortgage solutions, creating a streamlined experience from property search through closing. Purple Roof Global also supports real estate careers, providing tools and resources to help professionals grow their business. Team members collaborate across disciplines to deliver accessible, transparent, and customer-focused services. The organization values innovation, ethical practices, and a client-first mindset in every interaction.Role Description This is a full-time remote role for a Mortgage Advisor. The Mortgage Advisor will guide clients through the mortgage process, from initial consultation and pre-qualification to application, underwriting coordination, and closing. Responsibilities include assessing client financial profiles, recommending suitable mortgage products, explaining terms and conditions clearly, and ensuring regulatory and internal policy compliance. The role involves maintaining accurate documentation, working closely with realtors and internal teams, and using digital tools and CRM systems to manage pipelines and track progress. The Mortgage Advisor will also contribute to client education, support marketing initiatives, and provide responsive, professional customer service via phone, email, and virtual meetings.QualificationsStrong client advisory and communication skills, including the ability to explain complex mortgage concepts in clear, accessible language.Solid financial analysis and mortgage product knowledge, including familiarity with different loan types, interest structures, and lending criteria.Experience with digital tools and CRM systems to manage leads, applications, and documentation in a remote environment.Knowledge of regulatory and compliance requirements related to lending, consumer protection, and privacy.Demonstrated ability to build relationships with clients and real estate professionals and collaborate effectively in a distributed team.Strong organizational skills, attention to detail, and ability to manage multiple client files and deadlines simultaneously.Previous experience in mortgage advising, lending, banking, or related financial services is highly beneficial.Relevant licensing or certification for mortgage advising (where required by jurisdiction), and a commitment to ongoing professional development.Ability to work independently, maintain confidentiality, and uphold ethical standards in all client interactions.