Home Loan Consultant - Financial Services Background Preferred
Lodi, CA
Jul 05, 2026
Other
Job Description
DESCRIPTION: Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community. You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. Success in this role requires trust-building, clear communication, and disciplined business development. Your financial services background can help you bring a thoughtful, client-first approach to mortgage consultation while growing a long-term referral-based business. RESPONSIBILITIES: What You Will Do Apply financial services experience to help borrowers evaluate home loan options and make confident financing decisions Build referral relationships with real estate agents, community contacts, past clients, and financial professionals Consult with buyers on affordability, loan structure, documentation needs, and next steps in the mortgage process Coordinate with internal lending teams to support a smooth borrower experience from application through closing Represent Generations Home Loans as a trusted home financing consultant with a client-first advisory approach Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $100000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
DESCRIPTION: Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community. You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. Success in this role requires trust-building, clear communication, and disciplined business development. Your financial services background can help you bring a thoughtful, client-first approach to mortgage consultation while growing a long-term referral-based business. RESPONSIBILITIES: What You Will Do Apply financial services experience to help borrowers evaluate home loan options and make confident financing decisions Build referral relationships with real estate agents, community contacts, past clients, and financial professionals Consult with buyers on affordability, loan structure, documentation needs, and next steps in the mortgage process Coordinate with internal lending teams to support a smooth borrower experience from application through closing Represent Generations Home Loans as a trusted home financing consultant with a client-first advisory approach Minimum Qualifications Active NMLS License in good standing Experience with purchase-focused residential mortgage origination Demonstrated ability to consistently generate and maintain agent-based referral business Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION: Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $100000 - $300000 yearly or more based on performance and experience. ABOUT: Why Generations Home Loans Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets Dedicated Deal Desk support and a technology platform engineered for speed and consistency A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity How to Apply Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment. Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.
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