Charlotte, NC, USA
129 days ago
Purchase Retention Mortgage Consultant
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

Job Description

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 campaignsEngage with consumers, determine their needs, and offer the appropriate productsTake mortgage loan applications by phone and prepare effective loan proposalsObtain 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 goalsStay informed of developing trends in the mortgage industryMaintain compliance with the NewRez Code of ConductPerforms related duties as assigned by supervisor.

 

Education and Experience Requirements  

Origination experience in the mortgage or banking industry required2+ years’ origination experienceActive NMLS licenseA solid understanding of appraisals, title reports and product guidelinesExperience utilizing persuasive communication skills, inside sales experience preferred.

 

Knowledge, Skill and Ability Requirements  

Ability to connect with borrowers, friendly demeanor, customer service orientedAbility to work efficiently and accurately with proven success in a fast-paced environmentCareful decision making, detail-orientedAbility to work independently with minimal supervisionProfessional 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.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:
•    Medical (including Health Savings Account & Flexible Savings Account)
•    Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

•    Performance-based Incentives
•    Pet Insurance

•    Advancement Opportunities

Newrez NOW:

•    Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
•    1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
•    Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

•    Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're 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.

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