Regional Consultant managing a portfolio of custodial services, partnering with Advisors for institutional clients. Fostering relationships in corporate, ERISA, government, and nonprofit markets.
About the role
- Senior Loan Consultant responsible for originating, managing, and coordinating the closing of consumer residential loans. Analyzing applicant creditworthiness and educating clients on loan products.
Responsibilities
- Originate and manage a pipeline of mortgage loans from application to closing, ensuring compliance with company policies, procedures and industry regulations.
- Stay informed about market trends, changes in the industry and regulatory updates to maintain a competitive edge and ensure compliance.
- Advise borrowers on financial status, explain mortgage terms in detail, and structure loan packages to fit individual needs.
- Provide exceptional customer service throughout the loan process, addressing inquiries through assigned branch offices, and resolving issues promptly and professionally.
- Evaluate complex loan applications, credit history, and financial documents.
- Responsible for visiting assigned branches and conducting regular branch staff training sessions along with the Residential Lending team.
- Maintain consistent communication with branch staff, department personnel, borrowers and management as needed to ensure clear communication throughout the loan process.
- Work closely with processing and underwriting teams to coordinate the verification of financial documents, credit reports, and asset statements, to accelerate the approval process.
Requirements
- Minimum ten years loan origination and loan pricing experience.
- Working knowledge of: Regulation Z / Truth In Lending Act (TILA) Regulation X / Real Estate Settlement Procedures Act (RESPA) Regulation B / Equal Credit Opportunity Act (ECOA) Regulation V / Fair Credit Reporting Act (FCRA) Regulation C / Home Mortgage Disclosure Act (HMDA) Regulation G / Secure and Fair Enforcement for Mortgage Licensing Act ( SAFE Act)
- Fair Lending: ECOA, Fair Housing Act, California Holden Act, and California Unruh Act
- Basic underwriting, compliance, and agency product knowledge.
- Knowledge of all types of loan documentation.
- MLO Requirement: Maintaining an active loan originator ID issued through the National Mortgage Licensing System (NMLS) Registry is a mandatory requirement of this position.
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