First Command Financial Services, Inc. · 20 hours ago
Mortgage Consultant
Fort Worth, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expFirst Command Financial Services, Inc. is a financial services company focused on providing exceptional service to advisors and clients. The Mortgage Consultant role involves managing mortgage requests, originating loan applications, advising clients on suitable loan programs, and ensuring compliance with mortgage regulations.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Promptly respond to mortgage referrals for mortgage opportunities within defined service level agreements to ensure timely client and advisor engagement
Ensure compliance with all applicable federal, state, and investor mortgage regulations and internal policies, including TRID, RESPA, ECOA, and Fair Lending requirements
Maintain accurate documentation, meet required disclosure timelines, and participate in audits, training, and quality control reviews
Meet with clients and Advisors via phone or video conferencing to assess needs and recommend appropriate loan programs and products aligned with client financial goals
Perform pre-approvals in accordance with applicable regulatory and investor guidelines to support the client’s residential property search
Provide accurate price and rate quotes in accordance with specific investor guidelines and internal pricing policies
Pull and analyze credit reports to evaluate client creditworthiness in accordance with internal policies and applicable regulations
Upload and maintain borrower and loan information within the wholesale processing system
Calculate debt-to-income and loan-to-value ratios to determine borrower eligibility for loan programs
Un automated underwriting systems to evaluate borrower qualifications for specific loan programs
Collect, review, and verify required financial documentation from applicants (e.g., bank statements, tax returns, pay stubs)
Order Certificates of Eligibility (COE) through the U.S. Department of Veterans Affairs (VA) and assist borrowers in understanding and meeting VA eligibility requirements
Order appraisals through approved appraiser panels, including VA appraisals, and coordinate final inspections when required
Coordinate title work and legal documentation with title companies, attorneys, or escrow agents to support loan closings
Obtain and verify hazard insurance and other required insurance documentation
Maintain proactive communication with clients and Advisors throughout the loan process to ensure timely closings and high client satisfaction
Prepare and deliver pipeline, production, and compliance reporting for management and leadership review
Collaborate with internal stakeholders to identify opportunities for client relationship enrichment, including refinancing and additional lending solutions
Complete continuing education and maintain compliance with NMLS registry, wholesale lender requirements, and internal bank compliance training programs
Perform other duties and tasks as assigned
Qualification
Required
High School diploma required
Must pass background check and register with the National Mortgage Licensing System and Registry (NMLS)
Strong understanding of mortgage lending concepts, investor guidelines, and regulatory requirements
Ability to evaluate borrower eligibility and make sound, independent decisions across multiple loan products
Excellent communication, organization, and problem-solving skills with strong attention to detail
Ability to manage multiple priorities and meet deadlines in a fast-paced, compliance-driven environment
Proficiency with MS Office and paperless loan processing systems
Ability to work independently and collaboratively with internal stakeholders
Preferred
College degree preferred
2 to 5 years of mortgage origination or loan processor experience preferred
Inside sales experience preferred
First Command experience preferred
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase