Leverage Advisor

At My Mortgage, Inc., we pride ourselves in our fairness and honesty and we truly care about every loan transaction and each client we serve. As an account executive with My Mortgage, Inc. you will be responsible for the planning, analysis, and educating and consulting clients. You will be building strong relationships with clients and will help drive profitable growth.

Job Responsibilities:

• Client discovery process
• Communicating the educational standards of the program
• Assessing rules, regulations, and guidelines as they pertain to the situation of the Customer.
• Identify Customer goals.
• Assessing and advising on Customer leverage positions and forecasting a budget to meet goals.
• Assessing reliability of means to meet goals and building a plan for growth of means using leveraged positions
• Understanding and assessing the appraisal and asset sources.