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, 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.
• Achieve 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 or Bachelor’s degree preferred.
• Two (2) or more years of origination experience in the mortgage or banking industry.
• Active NMLS license.
• Solid understanding of appraisals, title reports, and product guidelines.
• Maintain mortgage licenses through mandatory annual continuing education.

Skills, Abilities, and Knowledge

• Connect with borrowers, maintain a friendly demeanor, and provide excellent customer service.
• Proficient with loan origination systems (H2O), CRM platforms (Salesforce), and communication tools (Microsoft Outlook, Teams).
• Ability to communicate effectively and return voicemails within 24 hours.
• Efficiently manage tasks with attention to detail and strong decision-making skills.
• Work independently with minimal supervision.
• Communicate professionally.
• Pass a background check for state licensing.

Benefits

Compensation for this position ranges from $15,080.00 to $60,000.00 annually, with additional benefits including 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 a company-paid Employee Emergency and Disaster Fund. Employees can also participate in the Newrez Employee Emergency and Disaster Fund, volunteer time off, matching gifts program, and access to grants and nonprofit resources.

Additional Information

This description reflects the current requirements of the position, but management reserves the right to modify, add, or remove duties and request other duties as necessary. All employees must have smartphones meeting company security standards and be able to install apps like Microsoft Authenticator.