Purchase Retention Mortgage Consultant
On-site · Charlotte, North Carolina, United States
Job Summary
The Purchase Retention Mortgage Consultant originates various types of mortgage loans focusing on servicing existing customers. Key responsibilities include responding to leads for purchase and refinance loans via phone, engaging with consumers to understand their needs, taking mortgage loan applications, preparing loan proposals, gathering necessary closing information, and meeting individual sales goals. Candidates must have origination experience in the mortgage or banking industry, a minimum of 2 years' experience, an active NMLS license, and strong communication skills. The role demands efficiency, accuracy, and the ability to work independently in a fast-paced environment.
Required Qualifications
- 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
- Experience utilizing persuasive communication skills
- Inside sales experience preferred
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