Senior Jumbo Mortgage Consultant for Wealth Clients

PowerToFly; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

PowerToFly is looking for a Senior Mortgage Consultant based in Dallas, TX, or Tempe, AZ. In this role, you will provide excellent service to Financial Advisors and affluent clients throughout the mortgage origination process. You'll work closely with a team to deliver tailored mortgage solutions and build strong client relationships.

Qualified candidates will have 4-8 years of relevant experience, a high school diploma, and a deep understanding of mortgage products and compliance. Strong interpersonal skills are essential.

Qualifications

• 4-8 years of private wealth experience preferred in Sales and/or Operations.
• Established track record of client relationship management.
• Eligibility to register as a mortgage loan originator.

Responsibilities

• Form deep relationships with Financial Advisors and assist in mortgage needs.
• Ensure quality and compliance in mortgage applications.
• Analyze client financial information to suggest lending solutions.

Skills

Mortgage products knowledge

Client relationship management

Communication skills

Compliance knowledge

Time management

MS Office proficiency

Education

High school diploma or equivalent

Job description

PowerToFly is looking for a Senior Mortgage Consultant based in Dallas, TX, or Tempe, AZ. In this role, you will provide excellent service to Financial Advisors and affluent clients throughout the mortgage origination process. You'll work closely with a team to deliver tailored mortgage solutions and build strong client relationships.

Qualified candidates will have 4-8 years of relevant experience, a high school diploma, and a deep understanding of mortgage products and compliance. Strong interpersonal skills are essential.