Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction
Analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
Provide information regarding the loans to consultants and functional colleagues
Interact with customers to understand their needs and provide them with a high-quality loan service

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Basic Microsoft Office skills
Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
Excellent verbal, written, and interpersonal communication skills
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Experience developing and cultivating professional relationships
Customer service experience

Mortgage Retail Sales Consultant

Key skills