Mortgage Consultant- Outbound Team

About the role

The Mortgage Consultant originates a variety of different types of loans focusing on servicing existing customers and first-time homebuyers. Responsibilities include engaging with consumers, managing loan pipelines, ensuring regulatory compliance, and providing excellent customer service.

Responsibilities

• Respond to company-provided leads via phone, internet, direct mail campaigns, referrals, or other special marketing campaigns.
• Determine consumer needs and offer appropriate products.
• Manage loan applications from start to finish, collaborating with underwriting, processing, and other teams to ensure timely and accurate loan approvals.
• Obtain necessary information for loan closings, including credit reports, income verification, and appraisals.
• Avoid non-compliance with federal and state lending regulations, maintaining accurate and compliant documentation.
• Provide superior customer service and meet individual monthly sales goals.
• Stay informed of industry trends and perform related duties as assigned.
• Maintain compliance with the Newrez Code of Conduct.

Qualifications and Education Requirements

• Associates or Bachelor’s degree preferred.
• Two (2) or more years of origination experience in the mortgage or banking industry.
• Active NMLS license.
• Solid understanding of appraisals, title reports, and product guidelines.
• Maintain mortgage licenses through annual continuing education.

Skills, Abilities, and Knowledge

• Ability to connect with borrowers and provide friendly, customer-service oriented communication.
• Proficiency with loan origination systems (H2O), CRM platforms (Salesforce), and communication tools (Microsoft Outlook, Teams).
• Ability to maintain high levels of communication and urgency, returning voicemails within 24 hours.
• Ability to work independently and efficiently in a fast-paced environment.
• Detail-oriented and demonstrates careful decision-making skills.
• 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 a Newrez Employee Emergency and Disaster Fund. Additionally, there's access to volunteer time off, matching gifts, grants, nonprofit resources, and volunteer opportunities.