Licensed Loan Advisor

Upstart

Guide borrowers through the home lending application process, helping them understand next steps, set expectations, and move forward with clarity and confidence.; Build trust with borrowers through consultative interactions across phone an…

Posted 7/15/2026Verified active Jul 25, 2026, 12:31 AMfull-timeUnited States • 🇺🇸 United StatesWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Candidates should emphasize their expertise in mortgage and consumer lending, particularly in customer service and issue resolution. Highlighting experience with compliance and operational efficiency in a fast-paced environment will be crucial.

Highest-signal resume keywords

Active NMLS License2+ Years Experience in Mortgage or Financial ServicesComplex Customer CommunicationReviewing Borrower DocumentationKnowledge of Mortgage Laws and Regulations

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage LendingConsumer LendingHELOC ProductsFinancial Statement ReviewTax Form Analysis

Soft Skills

Customer ServiceIssue ResolutionCommunication SkillsOperational PrecisionAdaptability

Certifications & Qualifications

NMLS License

Industry Keywords

Mortgage LawsCompliance RequirementsFinancial ServicesHigh-Volume EnvironmentWorkflow Improvement

Tech Stack

Tools & technologies

Spark

About the role

Key responsibilities & impact

Must have an active NMLS license.
2+ years of experience in mortgage, consumer lending, personal banking, or related financial services roles supporting customers directly.
Experience handling complex customer communications verbally and in writing, including escalations and issue resolution.
Experience reviewing borrower documentation such as tax forms, financial statements, and credit-related information within a lending process.

Requirements

What you’ll need

Experience supporting HELOC, mortgage, or other home lending products.
Knowledge of mortgage laws, regulations, and compliance requirements.
Ability to balance strong customer service with operational precision in a high-volume environment.
Experience identifying workflow improvement opportunities and helping implement scalable solutions.
Experience working effectively in a fast-paced, high-growth environment with changing priorities.
High school diploma or GED.
Position location This role is based in either Columbus, Ohio or Burlingame, California in a hybrid working model.
Time zone requirements The team operates on East/West coast time zones.
In-Office requirements. You will be required to work from the office 1-2 days per week.
Travel requirements As a digital first company, the majority of your work can be accomplished remotely / in your local office.

Benefits

Comp & perks

Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly 
Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada)
Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada.
Health Savings Account contributions from Upstart for eligible plans (US only)
Income protection benefits, including life insurance and disability coverage for added financial security
Paid time off, sick leave, and company holidays, in line with local requirements
Paid family and parental leave to support caregiving and major life moments (duration varies by country)
Family-centered benefits to support fertility, parenthood, and caregiving needs
Employee Assistance Program (EAP) offering mental health support and life-centered resources