Mortgage Consultant

Role Overview

• The MC will form deep working relationships with Financial Advisors and Personal Bankers.
• Assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
• Ability to work as part of team assigned to a Complex /Branch level coverage and grows the market share through business referrals.
• Required to provide the best rate execution and proper product selection for the clients.
• Act as the “face” of the business by owning the client experience up to and including loan registration.
• Work directly with Private Bankers (Field Sales) in order to help reach each complex /branch growth targets.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to make an initial assessment regarding whether the clients and the property may qualify for a particular lending solution and find the best option for their particular mortgage solution.
• Participate in business partner’s events and office activities which promote our internal Home Loan team.
• Partner with Mortgage Specialist Team to ensure the seamless transfer of the loan application in a timely manner once the intent to proceed has been received.
• The MC will be tasked with multiple responsibilities that include inbound /outbound queue management, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
• Knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID.
• Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
• Provide perspective and feedback relative to client experience enhancements and process efficiencies.
• Complete all assigned training in a timely manner.

Requirements

• 4-8 years of relevant mortgage experience (Sales and/or Operations preferred)
• Experience in Client relationship management roles.
• Established track record of developing and maintaining Client relationships in a Sales or Operational setting.
• Proven track record of meeting individual and organizational loan production goals while maintaining a large client base.
• High school diploma or equivalent required.
• Wealth Management/Private Banking experience preferred.
• Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry (“NMLS”) as a mortgage loan originator.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development opportunities