Team Lead Mortgage Consultant

Duties and Responsibilities

• Maintains personal loan production goals while supporting team performance.
• Demonstrates best practices in loan origination, client engagement, and compliance.
• Acts as a second voice on calls to support originators and improve conversion.
• Provides real-time coaching and feedback to team members.
• Leads daily huddles and weekly training sessions focused on sales techniques, product knowledge, and pipeline management.
• Marksups team pipeline and identifies opportunities for improvement.
• PARTNERS WITH SALES MANAGER TO ADDRESS PERFORMANCE GAPS AND CELEBRATE WINS.
• SHERES INSIGHTS AND STRATEGIES TO HELP TEAM MEMBERS OVERCOME OBJECTIONS AND CLOSE MORE LOANS.
• PROMOTES A POSITIVE, HIGH-ENERGY TEAM CULTURE ALIGNED WITH NEWREZ VALUES.
• SERVES AS A LIASON BETWEEN ORIGINATORS AND LEADERSHIP TO ENSURE ALIGNMENT AND TRANSPARENCY.
• ENCOURAGES COLLABORATION AND PEER-TO-Peer LEARNING.
• ASSISTS WITH ONBOARDING AND MENTORING NEW TEAM MEMBERS.
• SUPPORTS COMPLIANCE WITH NEWREZ CODE OF CONDUCT AND REGULATORY GUIDELINES.
• PARTICIPATES IN LEADERSHIP MEETINGS AND CONTRIBUTES TO STRATEGIC PLANNING.

Qualifications And Education Requirements

• 6+ years in mortgage sales or originations.
• NMLS License required.
• Prior experience mentoring or coaching peers preferred.

Skills, Abilities, And Knowledge

• Excellent communication and interpersonal skills.
• Ability to lead by example and inspire team performance.
• Skilled in pipeline management and sales enablement.
• Proficiency in Encompass, Excel, and Microsoft Office.
• High emotional intelligence and ability to foster team cohesion.

Work Environment And Physical Requirements

• Working on-site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
• Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.