Mortgage Consultant

Mortgage Consultant Job Description Template

Our company is looking for a Mortgage Consultant to join our team.


  • Develop knowledge of company products, policies and procedures, and underwriting requirements.


  • Basic Microsoft Office skills;
  • 1+ year of sales experience in financial services, outside sales experience, or a combination of both;
  • Social media savvy;
  • Extensive telephone and email usage;
  • Mortgages-L3 (Mandatory);
  • Business Domain Expertise: Marketing-L3;
  • Applicable licenses;
  • Must provide own transportation;
  • College degree or equivalent combination of experience;
  • Ability to travel within the local area;
  • 1 to 3 years’ experience in mortgage sales or;
  • Operations experience preferred with an established track record of agency, government and jumbo origination.