Mortgage Consultant: Build Relationships & Financing

Kind Lending | NMLS #3925; Sacramento (CA); On-site; USD 55,000 - 95,000; Full time

Job summary

Kind Lending in Sacramento, CA is seeking a Retail Loan Consultant to proactively solicit new residential mortgage business and build a residual pipeline. You will generate leads by networking with mortgage, real estate, and related professionals to meet monthly and annual sales goals.

Responsibilities include analyzing clients' financial situations, recommending loan products (FHA, VA, conventional, jumbo), and guiding the loan application process with support staff.

Qualifications

• Three or more years’ full-time retail loan origination experience.
• Ability to structure and price loans.
• Active and approved-inactive NMLS license in the state of operation.
• Excellent communication and relationship-building skills.
• Detail-oriented with strong organizational and follow-through skills.

Responsibilities

• Builds rapport and leverages existing relationships with network and potential borrowers with the goal of helping customers achieve their mortgage financing goals.
• Consult with customers and analyze their financial situations to provide the appropriate solution and advice as to the best loan product for each customer.
• Ensure each loan meets the customer’s needs as well as quality and marketability standards of Kind Lending.
• Understand the process of loan origination and manage the loan application process in conjunction with operational support staff.
• Input and upload application and customer’s information into loan origination software.
• Structure and price loans accurately and in accordance with Kind Lending guidelines.

Skills

Retail loan origination

Communication skills

Problem solving

Self-motivated

Education

High School diploma or equivalent; some college preferred.

Job description

Kind Lending in Sacramento, CA is seeking a Retail Loan Consultant to proactively solicit new residential mortgage business and build a residual pipeline. You will generate leads by networking with mortgage, real estate, and related professionals to meet monthly and annual sales goals.

Responsibilities include analyzing clients' financial situations, recommending loan products (FHA, VA, conventional, jumbo), and guiding the loan application process with support staff.