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 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.
- 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.
- Perform related duties as assigned by management.
Qualifications and Education Requirements
- Associates or Bachelor’s degree preferred.
- Two (2) years’ origination experience in the mortgage or banking industry.
- Active NMLS license.
- Solid understanding of appraisals, title reports, and product guidelines.
- Maintain mortgage licenses by completing mandatory annual continuing education.
- Experience utilizing persuasive communication skills and inside sales experience preferred.
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.
- Passes a background check for state licensing.
Benefits
Compensation for this position ranges from $15,080.00 to $60,000.00 annually. Additional 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 more. Newrez NOW offers volunteer time off, matching gifts, 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 ERGs.
Equal Employment Opportunity
We are 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.