What are the responsibilities and job description for the PenFed Home Purchase Advisor position at PenFed Credit Union?
Job Overview
PenFed is hiring a (Hybrid) PenFed Home Purchase Advisor at our Phoenix, Arizona location. The PenFed Home Purchase Advisor serves members seeking home-related financial solutions and plays a dual role as a trusted home purchase advisor and mortgage loan officer. This position is responsible for identifying member needs, deepening their relationship with PenFed, and delivering an integrated lending and real estate experience. This role conducts a home buying needs assessment, provides mortgage consultations, completes preapprovals, originates full mortgage applications, and guides members through the mortgage process from initial inquiry through funding. In addition they are able to to provide qualified referrals to PenFed Realty. Success requires exceptional communication, strong mortgage acumen (supported through training), and a member-first mindset that ensures each member receives personalized guidance across all PenFed Home offerings.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Equivalent combination of education and experience is considered.
This position will not supervise employees.
Licenses and Certifications
Must have an active NMLS license.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on-call may be required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
PenFed is hiring a (Hybrid) PenFed Home Purchase Advisor at our Phoenix, Arizona location. The PenFed Home Purchase Advisor serves members seeking home-related financial solutions and plays a dual role as a trusted home purchase advisor and mortgage loan officer. This position is responsible for identifying member needs, deepening their relationship with PenFed, and delivering an integrated lending and real estate experience. This role conducts a home buying needs assessment, provides mortgage consultations, completes preapprovals, originates full mortgage applications, and guides members through the mortgage process from initial inquiry through funding. In addition they are able to to provide qualified referrals to PenFed Realty. Success requires exceptional communication, strong mortgage acumen (supported through training), and a member-first mindset that ensures each member receives personalized guidance across all PenFed Home offerings.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
- Serve as the trusted advisor for members seeking home lending and real estate solutions, ensuring a seamless and welcoming experience.
- Acquire, deepen, and maintain member relationships through consultative conversations, needs assessments, and proactive outreach.
- Provide qualified referrals to PenFed Realty, ensuring members are paired with trusted real estate partners.
- Educate members on the value of PenFed's Home solutions portfolio, helping them make informed financial decisions.
- Collaborate with internal partners across PenFed Home to deliver consistent service and meet member product deepening objectives.
- Maintain an accurate pipeline of member referrals and track outcomes to measure impact on engagement and growth.
- Adapt to evolving market conditions, member expectations, and sales practices while maintaining compliance with policies and regulations.
- Represent the PenFed brand by reinforcing trust, service excellence, and a member-focused experience in every interaction.
- Act as a trusted advocate to PenFed members and prospective membership, related to the the purchase of their home.
- Promptly answer and follow up on all phone calls and lead opportunities.
- Ensure all quality measures for the application are being met.
- Learn and utilize assigned programs and technology to maintain regulatory requirements related to the position.
Equivalent combination of education and experience is considered.
- Bachelor's degree in management, marketing or a related field is required.
- Minimum of three (3) years of experience in self generating sales roles such as account management, inside sales, retail, or real estate is preferred.
- Minimum of two (2) years of residential mortgage lending experience with a focus on generating business is preferred.
- Strong communication, organizational, and analytical skills required, with the ability to engage members in consultative conversations.
- Ability to quickly learn, understand, and clearly explain financial and real estate concepts to members.
- Basic financial literacy and strong math skills required.
- Proficiency with digital tools and platforms, including CRM, LOS systems, chat, and web portals; must be able to manage multiple systems simultaneously.
- Ability to prioritize and handle multiple tasks in a fast-paced environment while maintaining accuracy and service quality.
- Strong follow-up skills with the ability to track referrals, outcomes, and member engagement effectively.
- Flexibility to work evenings and weekends as business needs require.
- Must have access to a designated home workspace in case remote work is needed.
- Experience using A.I. tools preferred.
This position will not supervise employees.
Licenses and Certifications
Must have an active NMLS license.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on-call may be required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.