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Member Financial Advisor (Hiring Immediately)

USAA

Phoenix, AZ
1 month ago
$45,000.00 annual

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join USAA as a Member Financial Advisor and empower members to achieve financial security through mortgage product solutions. You'll provide impactful customer service while working in a flexible office environment focused on collaboration and support.

Key Responsibilities

  • Process VA and Conventional mortgage loans, both purchase and refinance
  • Assess and grant or reject mortgage applications
  • Manage a pipeline of member calls for mortgage products
  • Partner with Processors, Underwriters, and Closers
  • Stay updated on compliance and regulatory requirements
  • Develop and maintain partnerships with Real Estate Agents

Required Qualifications

  • High School Diploma or General Equivalency Diploma
  • 2 years of mortgage sales experience or relevant customer service experience within a financial services organization
  • Successfully complete mortgage products assessment
  • Acquisition and maintenance of applicable licenses/state registrations as required

Preferred Qualifications

  • 3+ years Mortgage Consumer Direct Experience
  • Current or Prior NMLS #
  • US military experience through military service or a military spouse/domestic partner

Benefits & Perks

Comprehensive medical, dental, and vision plans401(k) and pensionLife insuranceParental benefits and adoption assistancePaid time off program with paid holidays and 16 paid volunteer hoursVarious wellness programsCareer path planning and continuing education