Mortgage Consultant- Outbound Team

About the role

The Mortgage Consultant is responsible for originating a variety of different types of loans, focusing on servicing existing customers and first-time homebuyers. This role involves engaging with consumers, determining their needs, offering appropriate products, managing loan pipelines, ensuring regulatory compliance, and providing superior customer service.

Responsibilities

• Respond to company-provided leads via phone, including internet, direct mail campaigns, referrals, or other special marketing campaigns.
• Determine consumer needs and offer appropriate products.
• Manage loan pipelines from application to closing, collaborating with underwriting, processing, and other teams to ensure timely and accurate loan approvals.
• Obtain necessary information to close loans, including credit reports, income verification, appraisals, etc.
• Adequately manage loan applications to ensure adherence to federal and state lending regulations, including TILA, RESPA, and Fair Lending standards.
• Provide superior customer service.
• Maintain compliance with the Newrez Code of Conduct.

Qualifications and Education Requirements

• Associates Degree or Bachelor’s Degree preferred.
• 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.
• Maintain mortgage licenses by completing mandatory annual continuing education.

Skills, Abilities, and Knowledge

• Ability to connect with borrowers, friendly demeanor, customer service oriented.
• Proficiency with loan origination systems (H2O), CRM platforms (Salesforce), and communication tools (Microsoft Outlook, Teams).
• Ability to maintain high levels of communication and urgency, including returning all voicemails within 24 hours.
• Ability to work efficiently and accurately with proven success in a fast-paced environment.
• Detail-oriented and demonstrates careful decision-making skills.
• Ability to work independently with minimal supervision.
• Professional communication skills.

Benefits

Company benefits include medical, dental, and vision insurance, a Health Savings Account with employer contribution, a 401(k) Retirement plan with employer match, paid time off, adoption assistance, tuition reimbursement, an Employee Mortgage Loan Program, and more. Additionally, Newrez NOW offers volunteer time off, matching gifts, grants, and nonprofit resources.

Pay

A Good Faith Estimate of the compensation is $15,080.00 - $60,000.00. Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.