Mortgage Retail Sales Consultant (SAFE)
Core
Solicit residential mortgages from various sources, produce compliant loans, and provide excellent customer service.
Role type
Mortgage Retail Sales Consultant (Loan Originator)
Builds
Residential mortgage loans for individual consumers
Domain
Consumer Lending / Real Estate Finance
Required skills
Mortgage sales prospecting, loan product matching, financial data analysis, regulatory compliance (SAFE/Regulation Z), customer relationship management
Preferred skills
Bilingual proficiency (Vietnamese/English or Spanish/English), Microsoft Office skills, relationship building with realtors and builders
Technologies
Microsoft Office
Responsibilities
Solicit residential mortgages from various sources, quote rates and points, analyze credit data to match loan programs, maintain market visibility and industry trend awareness, complete follow-up activities for loan registration lock-in, pursue internal training on company policies and underwriting requirements
Seniority
Mid-level, hands-on IC