Licensed Loan Consultant

Responsibilities

• Deliver a consultative, personalized mortgage experience based on each borrower’s financial goals and circumstances
• Education clients on available financing options and recommend appropriate loan solutions
• Leverage our proprietary AI-enabled loan origination system, automation, and data-driven tools to manage opportunities and accelerate the lending process
• Engage and convert company-provided opportunities while developing relationships with personal, professional, and referral networks
• Manage an active pipeline from initial consultation through closing
• Maintain consistent, proactive communication with borrowers, real estate partners, and internal team members
• Build lasting relationships that generate repeat business and referrals
• Collaborate with operations, processing, underwriting, and closing teams to deliver an exceptional customer experience
• Ensure all activities comply with company policies and applicable federal and state lending regulations
• Stay informed about market conditions, lending guidelines, product updates, and emerging technology

Qualifications

• Active NMLS registration and applicable state licenses, or the ability to obtain required licensing
• Mortgage lending, financial services, sales, or relationship-management experience preferred
• Strong consultative sales and communication skills
• Ability to understand a borrower’s needs and clearly explain complex financial information
• Comfortable adopting AI, automation, digital platforms, and new technology
• Self-motivated, organized, and accountable for results. Ability to manage multiple clients and priorities in a fast-paced environment
• Strong attention to detail and commitment to regulatory compliance
• Collaborative mindset with a client-first approach
• Entrepreneurial, adaptable, and excited to grow within a forward-thinking organization