Position Overview:

Under the general supervision of the Consumer Direct Sales Manager, the Mortgage Consultant focuses on the retention of the servicing portfolio along with other forms of inbound and outbound lead sources for generating loan volume. The Mortgage Consultant promotes Towne Mortgage products and quality standards by training, coaching, and aligning the performance of assigned staff. With the help of the Mortgage Consultant Team Lead, the Mortgage Consultant will develop strategies to achieve sales goals.

Duties & Responsibilities Overview:

• Originates mortgage loans from inbound leads, current portfolios, and other campaigns.
• Takes applications, analyzes client’s income/debt, runs loan data through an automated underwriting system and submits loan applications to processing.
• Ensure that documents required for processing, underwriting, and closing, are secured in a timely manner during origination.
• Outbound calls daily and follow up on existing portfolios in order to retain existing accounts.
• Answers incoming calls and assists with customer inquiries.
• Interview applicants to develop information regarding their goals and determine the appropriate product, terms, and pricing.
• Achieve department and individual sales/production goals and objectives.
• Ensure Checklists are followed and content is usable for Processors and Underwriters.
• Maintain CRM (Contact Relationship Manager).
• Maintain and comply with all company standards, policies, and procedures.

Requirements Overview:

• NMLS License.
• 1 Year phone sales experience in the mortgage industry refinance and purchase market.
• Exceptional communication skills.
• Excellent time management skills.
• Ability to stay organized and manage multiple loans/priorities at the same time.
• Analyze and comprehend complex financial data.
• Professional and effective interpersonal skills.
• Ability to meet the required hours of operation.