Mortgage Consultant
Core
Provide expert mortgage advice and problem-solving to Financial Advisors and their wealth management clients throughout the home loans origination cycle.
Role type
Senior Mortgage Consultant (Sales & Operations)
Builds
Mortgage loan products for affluent clients and financial advisors
Domain
Wealth Management / Consumer Lending
Required skills
Jumbo mortgage expertise, complex income/assets analysis, client relationship management, loan origination, compliance with RESPA/TRID, pipeline management, financial analysis
Preferred skills
Wealth management experience, private banking background, sales track record
Technologies
MS Office (Word, Excel, Outlook, PowerPoint), NMLS
Responsibilities
Form deep working relationships with Financial Advisors and Personal Bankers, provide expert advice and problem-solving, execute best rates and product selection, own client experience up to loan registration, work with Private Bankers to reach growth targets, maintain client referral pipeline, analyze financial information for lending solutions, partner with Mortgage Specialist Team for seamless transfer, manage inbound/outbound queues and call campaigns, obtain underwriting documents, provide feedback on client experience enhancements.
Seniority
Mid-Senior, hands-on IC