Technical Consultant at Veovo delivering cloud - based airport solutions. Collaborating with stakeholders and supporting product implementations for improved airport performance.
About the role
- Mortgage Consultant providing excellent client experience to Financial Advisors and wealth management clients in the mortgage origination cycle. Building relationships and assisting with tailored mortgage solutions.
Responsibilities
- The MC will form deep working relationships with Financial Advisors and Personal Bankers.
- Assist in providing expert advice and problem-solving skills to help meet client mortgage needs.
- Ability to work as part of team assigned to a Complex /Branch level coverage and grows the market share through business referrals.
- Required to provide the best rate execution and proper product selection for the clients.
- Act as the “face” of the business by owning the client experience up to and including loan registration.
- Work directly with Private Bankers (Field Sales) in order to help reach each complex /branch growth targets.
- Maintain and follow up on a pipeline of client referrals.
- Analyze financial information to make an initial assessment regarding whether the clients and the property may qualify for a particular lending solution and find the best option for their particular mortgage solution.
- Participate in business partner’s events and office activities which promote our internal Home Loan team.
- Partner with Mortgage Specialist Team to ensure the seamless transfer of the loan application in a timely manner once the intent to proceed has been received.
- The MC will be tasked with multiple responsibilities that include inbound /outbound queue management, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
- Knowledge of the laws and regulation that govern consumer lending, including fair lending, privacy, RESPA, and TRID.
- Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
- Provide perspective and feedback relative to client experience enhancements and process efficiencies.
- Complete all assigned training in a timely manner.
Requirements
- 4-8 years of relevant mortgage experience (Sales and/or Operations preferred)
- Experience in Client relationship management roles.
- Established track record of developing and maintaining Client relationships in a Sales or Operational setting.
- Proven track record of meeting individual and organizational loan production goals while maintaining a large client base.
- High school diploma or equivalent required.
- Wealth Management/Private Banking experience preferred.
- Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry (“NMLS”) as a mortgage loan originator.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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