Lending Advisor Jobs
Lending Advisor jobs are open across banks, credit unions, mortgage companies, and fintech lenders, from entry-level to senior and team-lead roles, with specializations in mortgage origination, consumer lending, and small business loans. Scan the live roles below and apply to whichever ones fit.
Find Lending Advisor JobsOverview
Showing 5 of 181+ Lending Advisor jobs
Description
The Student Lending Direct Customer Advocate II is responsible for generating sales via the phone channel.
The Advocate will respond to inbound phone sales inquiries into Consumer Lending Direct Sales Contact Center on all marketing sponsored campaigns and direct mail efforts.
The Advocate will serve as a subject matter expert for borrowers and will assist in identifying needs, making recommendations, and lending guidance.
The Advocate will be responsible for explaining and offering appropriate sales options and recognizing cross sell opportunities to increase customer satisfaction and enhance current and potential customer relationships.
The Advocate will actively look for and act upon opportunities to generate additional current and future customer relationships.
The Advocate accurately and consistently completes customer follow up work throughout the origination process to ensure the best possible customer experience.
This centralized phone sales group will provide customers and prospects with a consistent, efficient, and quality lending experience, while supporting the Consumer Lending Strategy to deliver The Fastest, Simplest, most Hassle free experience to our customers.
Qualifications
- 3+ years of exceptional customer service and sales experience required, preferably within a financial setting
- Previous call center experience (inbound/outbound), preferred
- Positive and customer-focused mindset
- Strong listening and problem solving abilities, persistent enthusiasm when interacting with customers
- Strong verbal and written communication skills
- Goal oriented professionals with an interest in strengthening their banking knowledge
- Exceptional time management skills
- Detail oriented with a strong sense of urgency
- High School degree or equivalent - required
Computer proficiency - required
Ability to sit for long periods answering customer calls - required
Knowledge, skills & abilities that typically lead to success in the job include:
- Seeking and acting on feedback
- Personal accountability
- Focusing on the customer
- Communication
- Customer service
- Learning agility
- Perseverance
- Attention to detail
- Cross selling
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule:11:30am-8:00pm CT (3 days in Irving, TX Office)
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Awards We've Received
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN World's Top Disability Inclusive Business
Glassdoor
Best Place to Work in Consulting, Finance & Insurance
Human Rights Campaign Corporate Equality Index 100 Award
Newsweek America's Most Charitable Company
The Banker's
US Bank of the Year
Description
The Student Lending Direct Customer Advocate II is responsible for generating sales via the phone channel.
The Advocate will respond to inbound phone sales inquiries into Consumer Lending Direct Sales Contact Center on all marketing sponsored campaigns and direct mail efforts.
The Advocate will serve as a subject matter expert for borrowers and will assist in identifying needs, making recommendations, and lending guidance.
The Advocate will be responsible for explaining and offering appropriate sales options and recognizing cross sell opportunities to increase customer satisfaction and enhance current and potential customer relationships.
The Advocate will actively look for and act upon opportunities to generate additional current and future customer relationships.
The Advocate accurately and consistently completes customer follow up work throughout the origination process to ensure the best possible customer experience.
This centralized phone sales group will provide customers and prospects with a consistent, efficient, and quality lending experience, while supporting the Consumer Lending Strategy to deliver The Fastest, Simplest, most Hassle free experience to our customers.
Qualifications
- 3+ years of exceptional customer service and sales experience required, preferably within a financial setting
- Previous call center experience (inbound/outbound), preferred
- Positive and customer-focused mindset
- Strong listening and problem solving abilities, persistent enthusiasm when interacting with customers
- Strong verbal and written communication skills
- Goal oriented professionals with an interest in strengthening their banking knowledge
- Exceptional time management skills
- Detail oriented with a strong sense of urgency
- High School degree or equivalent - required
Computer proficiency - required
Ability to sit for long periods answering customer calls - required
Knowledge, skills & abilities that typically lead to success in the job include:
- Seeking and acting on feedback
- Personal accountability
- Focusing on the customer
- Communication
- Customer service
- Learning agility
- Perseverance
- Attention to detail
- Cross selling
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule:11:30am-8:00pm CT (3 days in Irving, TX Office)
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Awards We've Received
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN World's Top Disability Inclusive Business
Glassdoor
Best Place to Work in Consulting, Finance & Insurance
Human Rights Campaign Corporate Equality Index 100 Award
Newsweek America's Most Charitable Company
The Banker's
US Bank of the Year
Lending Advisor Jobs by Experience Level
See All 181+ Lending Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Lending Advisor JobsLending Advisor Job Market
Who's Hiring
- JPMorganChase178
- Citizens1
- Members 1st1
- High Rise Capital1H
What Employers Look For
The qualifications that appear most often in lending advisor jobs.
- Active NMLS license or ability to obtain one upon hire
- One to three years of experience in consumer, mortgage, or commercial lending
- Proficiency with loan origination software such as Encompass or Calyx
- Demonstrated ability to meet monthly or quarterly loan production goals
- Strong knowledge of federal lending regulations including TILA, RESPA, and ECOA
- Bachelor's degree in finance, business, or a related field preferred
Tips for Your Lending Advisor Job Search
Quantify your loan production on your resume
Hiring managers want to see closed volume, conversion rates, and portfolio size, not just duties. Pull numbers from your performance reviews or CRM reports and lead with them in your work history so your output is immediately visible.
List your licenses in a dedicated section
Your NMLS ID, state licenses, and any Series registrations belong in their own clearly labeled section near the top of your resume. Recruiters filter for licensed candidates first, and burying credentials in a job description makes them easy to miss.
Apply early to roles that fit
Migrate Mate lists lending advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target job titles beyond lending advisor
Openings for this role are also posted as loan officer, loan consultant, mortgage banker, and financial advisor. Search each term separately so you don't miss postings that match your background but use a different title.
Prepare a scenario answer for sales objections
Interviewers at lending institutions almost always ask how you handle a client who is hesitant or rate-shopping. Have a specific example ready that shows you listened, addressed the concern directly, and either closed or kept the relationship intact.
Negotiate your compensation structure, not just base pay
Lending advisor offers often include a draw against commission, referral bonuses, and production tiers. Ask for the full compensation breakdown before accepting, and compare the realistic first-year earning path, not just the base salary listed in the posting.
Lending Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most lending advisors?
JPMorganChase, Citizens, and Members 1st are hiring the most lending advisors right now, with openings concentrated in California, New York, and Florida, based on current listings on Migrate Mate as of November 2026. Volume tends to be highest at large retail banks, regional credit unions, and mortgage-focused fintech companies.
How many lending advisor jobs are remote?
About 0% of lending advisor openings are fully remote or hybrid as of November 2026, with availability depending heavily on the institution type and loan product. Consumer and personal loan roles tend to have more remote flexibility, while mortgage advisors who meet clients at closing or work with real estate agents are more often required to be local.
How do you become a lending advisor?
Start by obtaining your NMLS license, which requires completing pre-licensure education, passing the SAFE Mortgage Loan Originator Test, and passing a background check. Most employers also want a background in finance, banking, or sales. Many lending advisors begin as loan processors or bank tellers before moving into an advisor role, building product knowledge and client-facing experience along the way.
Can you get hired as a lending advisor with little experience?
Yes, many institutions hire entry-level lending advisors who have strong sales backgrounds even without direct lending experience, particularly for consumer loan and auto loan roles. Highlighting experience in customer-facing financial services, retail banking, or insurance helps. Getting your NMLS license before applying signals commitment and removes a common barrier employers cite when screening early-career candidates.
What does the lending advisor interview process look like?
Most lending advisor interviews run two to three rounds. The first is typically a phone screen focused on your licensing status and general background. A second round with a branch manager or regional director goes deeper on sales approach, product knowledge, and how you build a referral network. Some employers add a role-play scenario where you walk through a client consultation or handle a rate objection.
Where can I find and apply to lending advisor jobs?
You can find and apply to lending advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your license type, loan product focus, and preferred location, then apply directly to each listing that fits your background and goals.
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