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Associate Global Mortgage Advisor

Company: Global Mortgage
Location: Santa Barbara
Posted on: January 16, 2022

Job Description:

Global Mortgage Group, LLC is seeking a dynamic Associate Global Mortgage Advisor. The Associate Global Mortgage Advisor role is key in our organization and will be an integral part of our growth strategy.
At Global Mortgage, we are on a mission to make cross-border homeownership accessible, stress-free, and fun. We take pride in helping clients realize their dream of securely owning real property in Mexico, and as one of the only firms equipped to help US Citizens obtain mortgage financing on residential property in Mexico, we are the international experts. We provide purchase money and rate/term and cash-out financing on everything from new construction condo developments to custom homes featured in world-renowned architecture and travel publications. Over the past 4 years, we have worked tirelessly with the Mexican government to create a proprietary legal structure that delivers a reliable process for non-Mexican nationals to not only own property in Mexico, but to do so in highly desirable coastal regions that were previously classified as restricted zones. As our clients will tell you, our team is comprised of seasoned professionals in the real estate finance business. We are rapidly expanding as we execute on our aggressive growth plan. We are extremely well-capitalized and positioned for massive growth in the next 12-24 months. We are looking for team-oriented Associate Global Mortgage Advisors with current mortgage experience, and a desire to provide exemplary client service from start to finish.


  • Speak spanish
  • Detail-oriented, organized, efficient and resourceful; Excellent written, verbal and analytical skills
  • At least two (2) years experience in finance
  • Experience working with affluent US clientele with basic and complex income and holding structures
  • A track record of exceeding sales/revenue targets
  • A track record of delivering excellent service to both external and internal clients
  • Ability to connect and work with colleagues and partners in Mexico and the United States
  • Set an exemplary standard - you consistently hold yourself to the highest standards of ethical conduct
  • Desire to work in a culture of meritocracy and thrive in roles with a pay-for-performance philosophy
  • A strong technical aptitude, comfort with a nearly paper-less work environment
  • A desire to wear multiple hats and thrive in a "startup" type environment
  • Ability to travel to beautiful Cabo San Lucas (or other destinations in Mexico) as needed
  • Comfortable with social media and digital marketing
  • A reputation for developing win/win relationships with internal colleagues and working strategically and collaboratively to serve clients and be a problem solver.
    • Possess a strong network or contacts in the real estate/builder/developer and/or mortgage industry
    • Have a passion and enjoy working in home finance/mortgage and would like the opportunity to "mix it up"
    • Exceptional communication skills internally and externally along with excellence in written correspondence
    • Have familiarity with CRM tools
      OPPORTUNITYUntil now, property purchases by US Citizens in Mexico have largely been done without financing, largely because of the lack of reasonably priced finance options for buyers in this market. Our solution is groundbreaking for this underserved need and as partners and consumers hear about our offering, our business appears to be unstoppable.
      • Massive opportunity exists in purchase money transaction for US buyers in markets across Mexico
      • Even more significant opportunity exists in our refinance products now available to all current US Citizen owners of properties in Mexico
      • COVID-19 and resulting impacts relative to remote work, change in travel/vacation preferences, and desire for diversification of assets/liquidity in current markets are driving a significant upward trend in our business

        RESPONSIBILITIES - Associate Global Mortgage AdvisorReporting to the Global Sales Manager and working closely with Mortgage Advisors and colleagues in the US and Mexico, you will support the execution for the firm's exponential growth plan.
        • Engage clients and prospects to tell our story, educate and counsel borrowers on financing options in Mexico
        • Ensure the completeness of applications, requesting of supporting documentation and tracking sales activity in CRM system.
        • Work with borrowers and discuss costs associated with buying properties in Mexico
        • Navigate customer concerns with industry knowledge, professionalism and impeccable customer service
        • Leverage digital sales tools to track and monitor sales and lead activity.
        • Consistently meet 24-48 hour initial sales contact standards
        • Contribute regularly to department-level and all-company projects, meetings, assignments, and tasks
        • Evangelize our brand through your daily contacts with clients and outside sources.
        • Be the initial point of contact for prospective clients.
          Pay & Benefits: As a "borderless" company, we are committed to making dreams come true. In addition to our clients, communities, and partners, this holds true especially for our most valuable assets - our people. This role includes a significant uncapped variable incentive opportunity to help you make your dreams reality. We offer competitive benefit packages including 401k plans with company match along with options for health, dental and vision plans with coverages beginning on day 1.

          Hours: Monday-Friday 9:00AM - 6:00PM

Keywords: Global Mortgage, Santa Barbara , Associate Global Mortgage Advisor, Other , Santa Barbara, California

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