What are the responsibilities and job description for the Loan Consultant position at CapCenter?
At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life’s most meaningful milestones - homeownership.
Job Overview
In the Loan Consultant role, you will be working with clients to analyze loan options and to help them through the homebuying or refinancing process. This is a consultative role in which you will serve as the trusted advisor from their initial loan application through their commitment to move forward – helping them understand their options and ultimately guiding them to the best loan solution for their needs. This role also incorporates initial underwriting responsibilities of the loan file, meaning that you will collect and review client documents up front to ensure compliance with Fannie/Freddie, FHA, or VA standards.
We will provide you with a comprehensive training program to help you continue your professional career in consumer finance and lending. As you build a strong understanding of our business, you will also learn to cross-sell our real estate and insurance products. Additionally, you will develop a personalized career progression plan that will allow you to continue to grow into other areas of the business.
We’ve Found That Successful Loan Consultants Tend To
Job Overview
In the Loan Consultant role, you will be working with clients to analyze loan options and to help them through the homebuying or refinancing process. This is a consultative role in which you will serve as the trusted advisor from their initial loan application through their commitment to move forward – helping them understand their options and ultimately guiding them to the best loan solution for their needs. This role also incorporates initial underwriting responsibilities of the loan file, meaning that you will collect and review client documents up front to ensure compliance with Fannie/Freddie, FHA, or VA standards.
We will provide you with a comprehensive training program to help you continue your professional career in consumer finance and lending. As you build a strong understanding of our business, you will also learn to cross-sell our real estate and insurance products. Additionally, you will develop a personalized career progression plan that will allow you to continue to grow into other areas of the business.
We’ve Found That Successful Loan Consultants Tend To
- Combine strong analytical, technical, and communication skills to drive business growth and build client trust.
- Be highly organized and capable of managing multiple priorities, while they maintain exceptional attention to detail.
- Comfortable working in a fast-paced environment.
- Bring initiative, innovation, and a commitment to continuous improvement.
- Be self-aware and growth-minded, eager to develop professionally.
- Bachelor’s degree in Finance, Business, Economics, Mathematics or a related field from an accredited college or university preferred.
- Excellent communication, time management and leadership skills.
- Detail-focused and able to manage multiple tasks and deadlines.
- Strong interpersonal skills and a collaborative mindset.
- Demonstrate a growth-oriented mindset, with a strong drive for professional development.
- NMLS license required.