Jr. Loan Consultant

Overview

Title: Jr. Loan Consultant

 

Location: Syosset, NY

 

Pay: $20- $25/hr. + Bonuses.

 

Summary: Jr. Loan Consultants proactively solicit new residential mortgage business every day and build a residual pipeline which they are free to manage how they see fit in order to meet monthly and annual sales goals. They actively develop and maintain a network of relationships as a source of new mortgage loan business in the purchase and refinance markets and meet established loan quality and production goals.

 

Responsibilities

Essential Duties and Responsibilities: 

• Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations.
• Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them.
• Perform lock extensions, pipeline management, appraisal orders among other daily duties
• Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day.
• Accept multiple live, qualified inbound leads daily.
• Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff.
• Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients
• Structure and price loans accurately.

• Other duties may be assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education/Experience:

• Current working knowledge of mortgage loan process.
• 0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems.
• NMLS licensing preferred, but not required.
• High School Diploma or equivalent.

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