Menkiti Group Lending Advisor Mission Mortgage

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 :

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. 

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Full-time