Purchase Retention Mortgage Consultant

Coast One Mortgage; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement plan with employer-m

Paid Maternity Leave/Parental Bonding/

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Volunteer Time Off

Job summary

Newrez is looking for a Mortgage Consultant to originate loans and service our existing customers. You will respond to leads by phone, determine client needs, and present suitable mortgage products.

You’ll collect documentation, pursue monthly sales goals, and stay informed on mortgage industry trends. The role requires an active NMLS license, 2+ years of origination experience, and strong persuasive communication skills.

Qualifications

• 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.

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.
• 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.

Skills

Origination experience

Active NMLS license

Persuasive communication

Inside sales experience

2+ years origination experience

Tools

Mortgage industry knowledge

Job description

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

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 Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits:

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

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

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

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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