Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
The Mortgage Consultant is responsible originating a variety of different types of loans all focused on servicing our existing customers and first home purchase business.
Duties and Responsibilities
- Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner from: internet, direct mail campaigns, referrals, or other special marketing campaigns.
- Engage with consumers, determine their needs, and offer the appropriate products.
- Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams to ensure timely and accurate loan approvals.
- Obtain all necessary information to close the loan in a timely manner, including but not limited to credit reports, income verification, appraisals etc.
- Ensure adherence to federal and state lending regulations, including the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), and Fair Lending standards, maintaining accurate and compliant documentation.
- Provide superior customer service.
- Meet individual monthly sales goals.
- Stay informed of developing trends in the mortgage industry.
- Maintain compliance with the Newrez Code of Conduct.
- Performs related duties as assigned by management.
Qualifications and Education Requirements
- Associates Degree or Bachelor’s Degree preferred.
- Origination experience in the mortgage or banking industry required.
- 2+ years’ origination experience.
- Active NMLS license.
- A solid understanding of appraisals, title reports and product guidelines.
- Must maintain mortgage licenses by completing mandatory annual continuing education.
- Experience utilizing persuasive communication skills, inside sales experience preferred.
Skills, Abilities, and Knowledge
- Ability to connect with borrowers, friendly demeanor, customer service oriented.
- Proficiency with loan origination system (H2O), CRM platform (Salesforce), and communication tools (Microsoft Outlook, Teams), with the ability to adapt to new digital tools.
- Ability to maintain high levels of communication and urgency, including returning all voicemails within 24 hours.
- Ability to work efficiently and accurately with proven success in a fast-paced environment.
- Must be detail-oriented and demonstrate careful decision-making skills.
- Ability to work independently with minimal supervision.
- Professional communication skills.
- Must pass a background check for state licensing.
Last Updated: 7/9/2025
Additional Information:
While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
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