This position is for SHELTER LENDING SERVICES, a member of the Newrez Family of Companies.
POSITION SUMMARY
Gain growth and knowledge of the mortgage industry through on-line training, courses and working with the Sales Coaches. Interact with both sales and Newrez clients to help with the understanding of the mortgage industry and expand into the Mortgage Consultant role as it relates to our existing customers and first home purchase business.
DESCRIPTION
Duties and Responsibilities
- Engage with consumers, determine their needs, and offer the appropriate product.
- Take mortgage loan applications by phone and prepare effective loan proposals.
- Provide superior customer service.
- Meet monthly production goals.
- Stay informed of developing trends in the mortgage industry.
- Attend/assist with scheduled meetings, training sessions and courses.
- Maintain compliance with the Newrez Code of Conduct.
- Performs related duties as assigned by management.
Qualifications and Education Requirements
- Associates Degree or Bachelor’s Degree preferred.
- 0-2 years of related experience.
- Sales experience preferred.
Skills, Abilities, and Knowledge
- Ability to pass a background check required for state licensing.
- Persuasive, selling communication skills.
- Connect quickly with people in an outgoing, friendly manner.
- Complete work quickly and accurately.
- Effective in a fast-paced environment.
- Attention to detail and careful decision-making skill with ability to avoid mistakes.
- Basic computer skills.
- Excellent written and communication skills.
- Ability to stay organized in a fast-paced environment.
- Ability to work independently with minimal supervision.
- Must be detail-oriented and demonstrate careful decision-making skills.
REVISION HISTORY
Last Updated: 7/9/2025
Work Environment and Physical Requirements
- Working on-site at assigned office location.
- Regular and punctual attendance adhering to schedule established by leadership.
- Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand.
- Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
- Sedentary work in a stationary position at a cubicle for prolonged periods of time.
- Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
- Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
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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CA Notice at Collection
Skills Required
- Associates Degree or Bachelor's Degree preferred
- 0-2 years of related experience
- Sales experience preferred
NewRez Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NewRez and has not been reviewed or approved by NewRez.
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Healthcare Strength — The benefits lineup includes medical, dental, prescription, and vision coverage, with HSA/FSA options plus life and disability insurance. An Employee Assistance Program adds support resources alongside core health coverage.
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Retirement Support — A 401(k) plan with company match is available to support long-term savings. Notes about vesting and tenure clarify how the benefit is earned over time.
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Leave & Time Off Breadth — Paid time off starts at 15 days in year one, rises to 18 after the first anniversary, and includes 8 paid holidays. Additional leave options include parental bonding and family care.
NewRez Insights
What We Do
Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com. © 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.
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