Purchase Retention Mortgage Consultant

Primary Function

The Mortgage Consultant is responsible originating a variety of different types of loans all focused on servicing our existing customers.

Principal Duties

• Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner from: internet, direct mail campaigns, referrals, or other special marketing campaigns
• Engage with consumers, determine their needs, and offer the appropriate products
• Take mortgage loan applications by phone and prepare effective loan proposals
• Obtain all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.
• Meet individual monthly sales goals
• Stay informed of developing trends in the mortgage industry
• Maintain compliance with the NewRez Code of Conduct
• Performs related duties as assigned by supervisor.

Education and Experience Requirements  

• Origination experience in the mortgage or banking industry required
• 2+ years’ origination experience
• Active NMLS license
• A solid understanding of appraisals, title reports and product guidelines
• Experience utilizing persuasive communication skills, inside sales experience preferred.

Knowledge, Skill and Ability Requirements  

• Ability to connect with borrowers, friendly demeanor, customer service oriented
• Ability to work efficiently and accurately with proven success in a fast-paced environment
• Careful decision making, detail-oriented
• Ability to work independently with minimal supervision
• Professional communication skills

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.