Mortgage Consultant- Outbound Team

Newrez LLC•US Remote PA, MI

5d•$15,080 - $60,000•Onsite

About The Position

The Mortgage Consultant is responsible for originating a variety of different types of loans, all focused on servicing existing customers and first home purchase business. This role involves responding to company-provided leads via phone to originate purchase and refinance loans. The consultant will engage with consumers to determine their needs and offer appropriate products, manage a loan pipeline from application to closing, and ensure adherence to federal and state lending regulations. The position requires providing superior customer service, meeting individual monthly sales goals, and staying informed of mortgage industry trends.

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.
Must maintain mortgage licenses by completing mandatory annual continuing education.
Experience utilizing persuasive communication skills, inside sales experience preferred.
Ability to connect with borrowers, friendly demeanor, customer service oriented.
Proficiency with loan origination system (H2O), CRM platform (Salesforce), and communication tools (Microsoft Outlook, Teams), with the ability to adapt to new digital tools.
Ability to maintain high levels of communication and urgency, including returning all voicemails within 24 hours.
Ability to work efficiently and accurately with proven success in a fast-paced environment.
Must be detail-oriented and demonstrate careful decision-making skills.
Ability to work independently with minimal supervision.
Professional communication skills.
Must pass a background check for state licensing.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator.

Nice To Haves

Associates Degree or Bachelor’s Degree preferred.

Responsibilities

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.
Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams to ensure timely and accurate loan approvals.
Obtain all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.
Ensure adherence to federal and state lending regulations, including the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), and Fair Lending standards, maintaining accurate and compliant documentation.
Provide superior customer service.
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 management.