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 responding to company-provided leads, engaging with consumers, managing loan pipelines, ensuring regulatory compliance, and providing superior customer service.
Responsibilities
- Respond to company-provided leads via phone from various sources.
- Engage with consumers, determine their 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) 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 by completing 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 time off, adoption assistance, tuition reimbursement, an Employee Mortgage Loan Program, and a Newrez Employee Emergency and Disaster Fund. Additionally, there is access to volunteer time off, matching gifts, grants, nonprofit resources, and volunteer opportunities.
Pay and Schedule
A good faith estimate of compensation is $15,080.00 - $60,000.00. Compensation may also include other elements such as medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.