Mortgage Lending Advisor

Mortgage Lending Advisor

Location

1528 E Williams Field Rd Ste 106, Gilbert, AZ 85295

Work Type

Full-Time | Non-exempt | In Office

About Unison Bank

At Unison Bank, we believe banking is personal. Our mission is simple: helping you achieve financial dreams.

We live this out every day by building real relationships - with our customers, our communities, and each other.

This is a place where you matter.

What makes us different:

• Decisions made locally with speed and care
• Deep commitment to the communities we serve
• A culture that goes above and beyond - every time

Our Values:

• Quality Driven
• Passion for People
• Integrity & Accountability

Position Overview

As a Mortgage Lending Advisor, you’ll play a key role in building and managing customer, mortgage broker, realtor, and other lead source relationships, while supporting the growth of the bank.

This role is perfect for someone who enjoys building relationships that go beyond the transaction.

What You’ll Do

Customer Experience

• Deliver personalized, professional service that makes every customer feel valued
• Assist customers with mortgage loan-related questions or concerns
• Build trust through clear communication and attention to detail

Portfolio Management & Operations

• Originate Portfolio Lending products along with FHA, VA, and conventional loans
• Analyze applicant information to determine if borrower, property, and loan conditions meet the bank’s and outside investor’s required standards
• Manage loan portfolio
• Manage construction loan projects and draw requests
• Follow all bank policies and regulatory requirements

Sales & Relationship Growth

• Identify opportunities to recommend products and services that support customer goals
• Strengthen relationships with existing customers and welcome new ones
• Support branch promotions and outreach efforts

Team & Culture

• Collaborate with team members to deliver a seamless customer experience
• Support internal partners with loan-related questions
• Contribute to a positive, team-first environment
• Demonstrate professionalism, reliability, and accountability every day

What You Bring

Required

• 5 years of mortgage lending sales experience
• Must be NMLS eligible

Preferred

• Mortgage banking experience
• Bachelor’s degree in business, finance, or related field

Key Skills & Competencies

• Communication proficiency
• Technical capacity
• Ethical Conduct
• Relationship Management
• Financial Management
• Consultation

Life at Unison Bank

We’re more than a workplace - we’re a team that shows up for each other and our communities.

At Unison, you’ll find:

• A supportive, people-first culture
• Opportunities to grow and develop
• Leadership that values your voice
• A team that takes pride in doing things the right way

Because here, it’s simple: you matter.

Additional Details

Work Environment

This role operates in a professional office setting and regularly uses standard office equipment.

Physical Demands

This is primarily a sedentary position requiring frequent computer use, communication, and handling of documents.

Schedule

Full-time position with regular business hours.

Travel

Travel is primarily local during the business day.

Compliance & Policies

• Adheres to all Unison Bank policies and procedures
• Maintains confidentiality of customer information
• Complies with all applicable banking laws and regulations
• Regular and reliable attendance required

Compensation & Benefits

• Medical, dental, vision
• 401(k)
• Flex Time Off
• Community involvement opportunities

Equal Opportunity Employer

Unison Bank is an equal opportunity employer.