Client Advisor & Analyst

Mortgage Analyst - Join a Dynamic and Tech-Driven Mortgage Lender
About Us
JVM Lending is a very tech-centric, dynamic and unique mortgage lender with offices in both the San Francisco Bay and Dallas Fort Worth areas. JVM is different from all other companies in the mortgage space for the following reasons: (1) we focus very heavily on culture and teamwork; (2) we do not hire commissioned loan officers; (3) we have far more stringent hiring standards and a uniquely talented and tech-savvy team; (4) we are exceptionally tech-centric with an ability to embrace new tech much faster than any of our competitors; and (5) we prefer to hire individuals with little to no experience in our industry, as we have an extraordinarily powerful and in-depth training program. The Client Advisor and Analyst position is challenging, but the culture and work environment are collaborative, open and simply fun - creating an experience that is both intense and rewarding. Team members have substantial autonomy and influence in management decisions at all levels. In addition to our focus on teamwork and culture, JVM also places a strong emphasis on exemplary customer service. We are extremely proud of our outstanding business reputation, as expressed by our loyal referral partners, our many five-star reviews and our exceptionally high NPS scores. To accommodate our growth, we are looking for ambitious and driven individuals to join the JVM team. A successful JVM team member is hard-working, intelligent, and well rounded. We are inspired by people with a good sense of humor, willingness to learn, willingness to succeed, and just plain grit. Companywide monthly team bonuses, based on our total volume of business, are a major part of team members' compensation on top of a base salary. Most of our salaried team members (Mortgage Analysts, Client Advisors, Closing Specialists) earn six figures in annual compensation within their first two years at JVM.
Please note that we are unable to provide visa sponsorship currently.
Why Choose JVM Lending?

1. Collaborative and enjoyable work environment.
2. Non-commissioned, salaried team members.
3. Rigorous hiring standards and a talented, tech-savvy team.
4. Rapid adoption of cutting-edge technology.

Description and Duties

• Perform in-depth analysis of clients' financial profiles to determine credit worthiness, optimize financing structures, and provide expert advice.
• Communicate clearly and concisely when discussing lending practices and procedures with clients.
• Continuously study current market conditions and the lending regulatory environment, with a focus on educating yourself and team members.
• Diligently track data and maintain company referral database with real-time information.
• Manage a virtual team of highly qualified assistants, as much of our work is outsourced.
• Contribute to the team environment by regularly evaluating the JVM systems and processes to recommend improvements.
• Prepare for and engage in weekly small-group team meetings to assess issues and best practices within firm.
• Nurture relationships with clients, referral sources, and team members.
• Monitor practices and systems to ensure compliance in a dynamic and complex regulatory environment.
• Assess and convey current market conditions to clients and referral sources.

• Complete and pass JVM's highly intensive training program and corresponding licensing exams.

Desired Skills & Experience

• No industry-specific experience required (we have an extensive training program that every new team member goes through).
• Bachelor's Degree in any field. We like Liberal Arts majors.
• Cumulative Grade Point Average of 3.25 or higher.
• Capacity to learn and absorb a very large quantity of information quickly.
• Capacity to work in a demanding environment with long hours when required.
• Practice congeniality with both clients and team members.
• Exceptional diligence in all actions.
• Strong written and verbal communication skills.
• Ability to collaborate and work in a team-environment.
• Ability to maintain quality of work while working under pressure.
• Ability to process and healthily manage stress levels.
• Must be receptive to ongoing, constructive feedback.
• Must be tech-savvy.
• Ability to learn and navigate proprietary CRM and LOS software.
• Ability to engage in dart gun wars and flip cup games is preferred.