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Mortgage Consultant- Outbound Team jobs in United States
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Newrez · 22 minutes ago

Mortgage Consultant- Outbound Team

Newrez is a company dedicated to making home ownership accessible by bringing together innovative thinkers and caring professionals. They are seeking a Mortgage Consultant to originate various types of loans focused on servicing existing customers and first home purchases. The role involves engaging with consumers, managing loan pipelines, ensuring compliance with regulations, and providing superior customer service.
FinanceFinancial Services
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Responsibilities

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
Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams to ensure timely and accurate loan approvals
Obtain all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc
Ensure adherence to federal and state lending regulations, including the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), and Fair Lending standards, maintaining accurate and compliant documentation
Provide superior customer service
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 management

Qualification

Mortgage Loan OriginationNMLS LicenseLoan Origination System (H2O)CRM Platform (Salesforce)Microsoft OutlookMicrosoft TeamsAppraisalsTitle ReportsProduct GuidelinesTruth in Lending Act (TILA)Real Estate Settlement Procedures Act (RESPA)Fair Lending Standards

Required

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
Must maintain mortgage licenses by completing mandatory annual continuing education
Experience utilizing persuasive communication skills
Ability to connect with borrowers, friendly demeanor, customer service oriented
Proficiency with loan origination system (H2O), CRM platform (Salesforce), and communication tools (Microsoft Outlook, Teams), with the ability to adapt to new digital tools
Ability to maintain high levels of communication and urgency, including returning all voicemails within 24 hours
Ability to work efficiently and accurately with proven success in a fast-paced environment
Must be detail-oriented and demonstrate careful decision-making skills
Ability to work independently with minimal supervision
Professional communication skills
Must pass a background check for state licensing

Preferred

Associates Degree or Bachelor's Degree preferred
Inside sales experience preferred

Benefits

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
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

Company

Newrez is your mortgage partner for all stages of your homeownership journey. We offer hundreds of mortgage products to match your needs.

Funding

Current Stage
Late Stage

Leadership Team

B
Bruce Williams
Vice Chairman
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Bob Johnson
Chief Operating Officer
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Company data provided by crunchbase