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 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.
• Adequately adhere to 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) or more years of origination experience in the mortgage or banking industry.
• Active NMLS license.
• A solid understanding of appraisals, title reports, and product guidelines.
• Maintain mortgage licenses through 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

Compensation for this position may include a base salary ranging from $15,080.00 to $60,000.00, plus other elements such as medical, financial, various paid time off benefits, and a bonus based on individual and company performance. Additional benefits include:

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• The Newrez Employee Emergency and Disaster Fund
• Company-paid Volunteer Time Off day
• Matching Gifts Program
• Grants, nonprofit resources, and volunteer opportunities

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.