About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Home Mortgage Advisor plays a vital role in guiding clients through the mortgage process, offering expert advice on home financing options tailored to their needs. This position requires in-depth knowledge of mortgage products, industry regulations, and financial analysis to assist borrowers in securing home loans. The Advisor is responsible for originating new home loans, structuring deals that align with customer goals, and managing the entire mortgage and home equity loan application process. Beyond loan origination, this role focuses on driving portfolio growth by actively promoting and cross-selling the bank’s home loan products. The Advisor will build strong relationships with clients, real estate professionals, and financial institutions to expand market presence. Participation in seminars, webinars, workshops, community events, and internal meetings is essential to enhance customer engagement and increase awareness of the bank’s mortgage offerings. Through exceptional customer service and proactive support, the Home Mortgage Advisor ensures a seamless loan experience while fostering long-term client relationships. Primary Responsibilities + Deliver top-tier customer service by processing mortgage and home equity leads from branch and contact center referrals, calls, emails, and other channels. + Actively listen to understand borrower needs, take complete and qualified applications, and structure deals to align with borrower objectives. + Cross-sell products and services to meet lending needs and refer deposit product needs to branch partners. + Recognize and escalate service issues as necessary, ensuring timely resolution for time-sensitive or complex service needs. + Consistently meet or exceed performance metrics, such as application conversion rates, call handling times, and borrower satisfaction scores. + Ensure compliance with all regulatory requirements, maintaining a current NMLS number and displaying the MLO Unique Identifier on business cards, email signatures, and communications. + Stay informed on the latest mortgage products, regulatory updates, contact center trends, and bank policies, implementing enhancements as needed. + Utilize relevant technology tools effectively, including borrower engagement platforms, telephony systems, CRM, and Loan Origination Software (LOS). + Recommend new technology, workflows, and processes to enhance customer engagement, improve operational efficiency, and support evolving customer needs. + Stay up to date with advancements in mortgage origination technology and contact center software to maintain high service standards. + Demonstrate proficiency in Microsoft Suite (Word, Excel, PowerPoint) and industry-leading LOS, such as Dark Matter Empower. + Attend and facilitate homebuyer education seminars, financial wellness webinars, and other events to provide valuable guidance and promote residential lending services. + Participate in bank-sponsored community events and branch meetings to build awareness of home loan products among employees, customers, and prospects. + Develop and nurture strategic relationships with community partners to support business growth and community involvement. + Work regularly from branches to increase awareness of home loan products among team members, assisting with customer and prospect education. + Collaborate with Branch Relationship Managers, Assistant Branch Managers, branch teams, and contact center teams to align on lending goals and foster a cohesive approach to residential lending. Position Requirements + High school diploma or equivalent required. Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred + Minimum of 3 years of experience in mortgage origination or mortgage call center roles. + Knowledge of industry regulations, including the Community Reinvestment Act (CRA), FNMA, FHLMC, FHA, VA, state housing programs, TIL regulations, Equal Credit Opportunity Act, RESPA, and state and local real estate and finance laws + Strong understanding of mortgage products (agency and private investor), pricing, sales techniques, borrower qualification, and associated tools (CRM, POS, LOS). Dark Matter preferred + Experience supporting CRA and Fair Lending goals, with a preference for experience in Affordable Lending products + Exceptional customer service and communication skills, with an emphasis on delivering customer-centric, solutions-based experiences + Highly organized, with excellent follow-up capabilities to ensure efficient and thorough client management + Available to work on Saturdays as part of a flexible schedule. + Bilingual proficiency in English and Spanish is preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Come join the Blue Crew community and be part of our success!