Purchase Retention Mortgage Consultant
Purchase Retention Mortgage Consultant
Newrez LLC
Charlotte, NC
See who Newrez LLC has hired for this role
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
Company Perks
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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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.
- 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.
- 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
Company Perks
- 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
- 9 Paid Holidays
- Casual Workplace
- Employee Engagement Activities
- 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
- 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
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
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
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