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 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.

Additional Information:

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:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave

• Pet insurance

• Adoption Assistance

• Tuition reimbursement

• Employee Loan Program

• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

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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