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 from application to closing, and ensuring compliance with regulatory standards.

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, appraisals, etc.
• Avoid non-compliance with federal and state lending regulations, maintaining accurate and compliant documentation.
• Provide superior customer service.
• Meet individual monthly sales goals.
• Stay informed of industry trends.
• Maintain compliance with the Newrez Code of Conduct.
• Perform related duties as assigned by management.

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.
• Experience utilizing persuasive communication skills, inside sales experience preferred.

Skills, Abilities, and Knowledge

• Ability to connect with borrowers, friendly demeanor, customer service oriented.
• Proficiency with loan origination system (H2O), CRM platform (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.
• Must pass a background check for state licensing.

REVISION HISTORY

Last Updated: 7/9/2025

Compensation and Benefits

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.

Additional Information

• While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
• All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.
• Employment will be contingent on this requirement.

Newrez NOW

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference. 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception), Matching Gifts Program - dollar-for-dollar up to $1,000, Access to grants, nonprofit resources, and volunteer opportunities, More than $6,000,000 donated since 2020, 1 in 5 employees participates in at least one Employee Resource Group (ERG).

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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