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. They engage with consumers, determine their needs, and offer appropriate products. This role involves managing a loan pipeline from application to closing, ensuring timely and accurate loan approvals, and adhering to federal and state lending regulations.

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.
• 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.

Qualifications and Education Requirements

• Associates or Bachelor’s Degree preferred.
• Two (2) years of origination experience in the mortgage or banking industry.
• Active NMLS license.
• A solid understanding of appraisals, title reports, and product guidelines.
• Completion of mandatory annual continuing education.

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 maternity leave, parental bonding leave, caregiver leave, adoption assistance, tuition and certification reimbursement, an Employee Mortgage Loan Program, and a Newrez Employee Emergency and Disaster Fund. Additionally, employees can participate in volunteer time off, matching gifts programs, grants, nonprofit resources, and volunteer opportunities. The company has donated over $6,000,000 since its inception and more than 1 in 5 employees participate in Employee Resource Groups (ERGs).