Purchase Retention Mortgage Consultant

Mortgage Consultant

The Mortgage Consultant is responsible for originating a variety of different types of loans all focused on servicing our existing customers.

Principal Duties:

• Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner from: internet, direct mail campaigns, referrals, or other special marketing campaigns
• Engage with consumers, determine their needs, and offer the appropriate products
• Take mortgage loan applications by phone and prepare effective loan proposals
• Obtain all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.
• Meet individual monthly sales goals
• Stay informed of developing trends in the mortgage industry
• Maintain compliance with the NewRez Code of Conduct
• Performs related duties as assigned by supervisor.

Education and Experience Requirements:

• Origination experience in the mortgage or banking industry required
• 2+ years' origination experience
• Active NMLS license
• A solid understanding of appraisals, title reports and product guidelines
• Experience utilizing persuasive communication skills, inside sales experience preferred.

Knowledge, Skill and Ability Requirements:

• Ability to connect with borrowers, friendly demeanor, customer service oriented
• Ability to work efficiently and accurately with proven success in a fast-paced environment
• Careful decision making, detail-oriented
• Ability to work independently with minimal supervision
• Professional communication skills

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.