Mortgage Consultant

Posted 7 Days Ago
Be an Early Applicant
Fort Washington, PA
Junior
Financial Services
The Role
The Mortgage Consultant is responsible for originating various loans, including purchases and refinances, by responding to leads and engaging with borrowers. Key tasks include taking mortgage applications, preparing loan proposals, and maintaining compliance with industry standards while meeting sales goals.
Summary Generated by Built In

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.

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:
• Medical (including Health Savings Account & Flexible Savings Account)
• Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

 Performance-based Incentives
• Pet Insurance

• Advancement Opportunities

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.

CA Privacy Policy

CA Notice at Collection

The Company
HQ: Fort Washington, PA
1,575 Employees
On-site Workplace

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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