Mortgage Loan Consultant. Dona Ana LilyLifestyle

Mortgage Loan Consultant

Job Summary:

Join our dynamic team as a Mortgage Loan Consultant, where you will play a pivotal role in helping residential mortgage clients navigate the loan process. This full-time position reports to the Branch Manager and is centered on delivering exceptional service from application to closing.

• Organize and manage your schedule effectively.
• Be accessible to clients and team members, returning calls the same day.
• Gather necessary documentation from applicants efficiently.
• Analyze complex financial statements with accuracy.
• Advise and recommend various mortgage loan products tailored to clients' individual financial situations.
• Review and lock interest rates with borrowers in accordance with pricing strategies and procedures.
• Foster strong relationships with prospective and current clients, builders, realtors, and title agents while providing exceptional customer service.
• Issue prequalification letters that comply with regulatory requirements.
• Achieve or exceed sales goals as set by the Branch Manager.
• Engage in weekly pipeline meetings with processors.
• Collaborate with loan processing and closing departments to ensure accurate and timely processing and closing of loans.

• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel) and Adobe Acrobat, with a high level of technological adaptability.
• Proven track record of effective verbal and written communication, characterized by proactivity and precision.
• Detail-oriented, organized, and capable of prioritizing tasks, multi-tasking, managing time, problem-solving, and working independently in a fast-paced environment.
• Self-starter who takes initiative and resourcefully identifies and resolves issues for effective outcomes.
• Solid mathematical and analytical proficiency.
• Good judgment and the ability to handle sensitive information with confidentiality.
• A professional, friendly, courteous, and positive demeanor, with a collaborative and client-centric approach that values diversity and inclusion.

Loan People is an equal employment opportunity employer.