Leverage Advisor

Job overview

The Leverage Advisor role is onsite in Crofton, MD. Compensation is not specified. My Mortgage, Inc. says it values fairness and honesty and cares about each loan transaction and client served. The advisor works with clients to understand their goals, assess their financial position and available assets, and develop plans for growth using leverage. Through analysis, education, and consultation, the role helps clients evaluate options and supports the company’s goal of profitable growth.

What you'll do

• Conduct client discovery
• communicate the program’s educational standards
• assess applicable rules, regulations, and guidelines
• identify customer goals
• assess leverage positions and forecast budgets
• develop plans for growth using leveraged positions
• assess the reliability of resources and evaluate appraisals and asset sources.

What we're looking for

Skills & competencies

leverage advisor

mortgage

client discovery

client education

financial analysis

budget forecasting

leverage assessment

asset assessment

crofton md

my mortgage inc

Work arrangement

• Weekend coverage required

Why this role

The description refers to the role as an account executive and emphasizes client education, analysis, and consulting.

About the employer

My Mortgage, Inc is hiring for this role. Industry: Mortgage and Nonmortgage Loan Brokers. Sector: 52.