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 a loan pipeline from application to closing, and ensuring compliance with federal and state lending regulations.

Responsibilities

• Respond to company-provided leads via phone from 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, and appraisals.
• Avoid non-compliance with federal and state lending regulations, maintaining accurate and compliant documentation.
• Provide superior customer service.
• Maintain compliance with the Newrez Code of Conduct.
• Perform related duties as assigned by management.

Qualifications and Education Requirements

• Associates or Bachelor’s Degree preferred.
• Origination experience in the mortgage or banking industry required.
• Active NMLS license.
• A solid understanding of appraisals, title reports, and product guidelines.
• Maintain mortgage licenses by completing mandatory annual continuing education.
• Experience utilizing persuasive communication skills and inside sales experience preferred.

Skills, Abilities, and Knowledge

• Ability to connect with borrowers, friendly demeanor, and customer service orientation.
• 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 voicemails within 24 hours.
• Ability to work efficiently and accurately 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, and more. Additionally, there is a Newrez Employee Emergency and Disaster Fund, matching gifts program, and opportunities for volunteering and giving back through the Newrez NOW program.

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.

Schedule

Details regarding the schedule are not specified in the job posting.