Jr. Mortgage Consultant

Job Description

Job Description

This position is for SHELTER LENDING SERVICES, a member of the Newrez Family of Companies.

POSITION SUMMARY

Gain growth and knowledge of the mortgage industry through on-line training, courses and working with the Sales Coaches.  Interact with both sales and Newrez clients to help with the understanding of the mortgage industry and expand into the Mortgage Consultant role as it relates to our existing customers and first home purchase business.

DESCRIPTION

Duties and Responsibilities

• Engage with consumers, determine their needs, and offer the appropriate product.
• Take mortgage loan applications by phone and prepare effective loan proposals.
• Provide superior customer service.
• Meet monthly production goals.
• Stay informed of developing trends in the mortgage industry.
• Attend/assist with scheduled meetings, training sessions and courses.
• Maintain compliance with the Newrez Code of Conduct.
• Performs related duties as assigned by management.

Qualifications and Education Requirements

• Associates Degree or Bachelor’s Degree preferred.
• 0-2 years of related experience.
• Sales experience preferred.

Skills, Abilities, and Knowledge

• Ability to pass a background check required for state licensing.
• Persuasive, selling communication skills.
• Connect quickly with people in an outgoing, friendly manner.
• Complete work quickly and accurately.
• Effective in a fast-paced environment.
• Attention to detail and careful decision-making skill with ability to avoid mistakes.
• Basic computer skills.
• Excellent written and communication skills.
• Ability to stay organized in a fast-paced environment.
• Ability to work independently with minimal supervision.
• Must be detail-oriented and demonstrate careful decision-making skills.

REVISION HISTORY

Last Updated: 7/9/2025

Work Environment and Physical Requirements

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information:

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.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits:

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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