Mortgage Licensing Specialist Job at HomeLight (Kansas City)

Mortgage Licensing Specialist

We are looking for a Mortgage Licensing Specialist to support HomeLight’s mortga...

Location

United States , St. Louis

Salary:

80.00 USD / Hour

HomeLight

Expiration Date

Until further notice

Requirements

Excellent organizational skills and attention to detail
Willingness to complete continuing education as required

Job Responsibility

Serves as the Mortgage Loan Originator on record for HomeLight in the state of Missouri
Support HomeLight’s Buy Before You Sell program
Coordinate with internal teams to ensure that all licensing requirements are met in a timely manner
Function as a liaison with regulators as required

What we offer

We will cover the costs associated with obtaining and renewing state licenses, including class hours and licensing fees

Parttime

Mortgage Licensing Specialist

We are looking for a Mortgage Licensing Specialist to support HomeLight’s Buy Be...

Location

United States , St. Louis

Salary:

100.00 USD / Hour

HomeLight

Expiration Date

Until further notice

Requirements

Excellent organizational skills and attention to detail
Willingness to complete continuing education as required

Job Responsibility

Serves as the Mortgage Loan Originator on record for HomeLight in the state of Missouri
Support HomeLight’s Buy Before You Sell program
Coordinate with internal teams to ensure that all licensing requirements are met in a timely manner
Function as a liaison with regulators as required

What we offer

Flexible schedule
Costs associated with obtaining and renewing state licenses, including class hours and licensing fees covered

Parttime

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami

Salary:

72880.00 - 109320.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Sarasota

Salary:

124695.00 - 175000.00 USD / Year

U.S. Bank National Association

Expiration Date

March 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Clayton

Salary:

126820.00 - 149200.00 USD / Year

U.S. Bank National Association

Expiration Date

March 09, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Charlotte

Salary:

126820.00 - 149200.00 USD / Year

U.S. Bank National Association

Expiration Date

March 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients
Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Responsible for growth through internal and external sales and development of new client relationships within PWM
Acting as a U.S. Bank representative in the community and as a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Remote Financial Education Specialist

Are you looking for meaningful work where you can grow personally and profession...

Location

United States

Salary:

Not provided

Christian Career

Expiration Date

Until further notice

Requirements

Must be based in the U.S.
U.S. work authorization required
Remote work capability

Job Responsibility

Help individuals and families understand personal finance fundamentals, including budgeting, debt reduction, saving, retirement planning, and life insurance
Use cutting-edge tools to build personalized strategies and solutions
Work under experienced mentors while earning industry licenses (Life Insurance, Investments, and Mortgage)
Gain hands-on experience in business development, leadership, and client relations
Explore the potential to grow into leadership and even own your own business office in the future

What we offer

Flexible Schedule – work around classes, your current job, or family responsibilities
No Prior Experience Required – paid training and mentorship provided
Career Growth – start part-time with the potential to move into full-time leadership
Make a Difference – educate and empower families and underserved communities
Entrepreneurial Path – learn business ownership in a high-demand industry

Parttime

Remote Financial Education Specialist

Are you looking for meaningful work where you can grow personally and profession...

Location

United States

Salary:

Not provided

Christian Career

Expiration Date

Until further notice

Requirements

Must be based in the U.S.
U.S. work authorization required
Remote work capability

Job Responsibility

Help individuals and families understand personal finance fundamentals, including budgeting, debt reduction, saving, retirement planning, and life insurance
Use cutting-edge tools to build personalized strategies and solutions
Work under experienced mentors while earning industry licenses (Life Insurance, Investments, and Mortgage)
Gain hands-on experience in business development, leadership, and client relations
Explore the potential to grow into leadership and even own your own business office in the future

What we offer

Flexible Schedule
No Prior Experience Required – paid training and mentorship provided
Career Growth – start part-time with the potential to move into full-time leadership
Make a Difference – educate and empower families and underserved communities
Entrepreneurial Path – learn business ownership in a high-demand industry

Parttime

Mortgage Licensing Specialist

HomeLight

Location:
United States , Kansas City ▼
St. Louis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 09, 2025

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Location:United States , Kansas City ▼St. Louis

Category:Finance

Contract Type:Not provided

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 09, 2025

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