Specialized Mortgage Consultant

Carnegie Mortgage Partners LLC

Troy, MI, United States
Superior customer service
Specialized mortgage processes
Loan origination system (h2o)
The Specialized Mortgage Consultant is responsible for guiding clients through specialized mortgage processes, focusing on Assumptions or Friends and Family/Employee Loans, by leveraging expertise to assess financial needs, recommend tailored loan products, and close sales

Job Summary

  • The Specialized Mortgage Consultant is responsible for guiding clients through specialized mortgage processes, focusing on Assumptions or Friends and Family/Employee Loans, by leveraging expertise to assess financial needs, recommend tailored loan products, and close sales.
  • Duties include originating specialized mortgage loans, taking loan applications, conducting financial assessments, managing a loan pipeline, and developing relationships with clients and stakeholders.
  • Benefits include medical, dental, and vision insurance, 401(k) with employer match, paid parental leave, tuition reimbursement, and employee matching gifts.

Matching Summary

The Specialized Mortgage Consultant is responsible for guiding clients through specialized mortgage processes, focusing on Assumptions or Friends and Family/Employee Loans, by leveraging expertise to assess financial needs, recommend tailored loan products, and close sales.

Skills & Requirements

Must-have

  • Superior customer service
  • Specialized mortgage processes
  • Loan origination system (H2O)
  • CRM platform (Salesforce)
  • Federal and state lending regulations

Nice-to-have

  • Outgoing and friendly manner
  • Team initiatives
  • Innovative solutions
  • Generate referrals and repeat business

Key Requirements

  • 3 years mortgage origination experience
  • Active Mortgage Loan Originator (MLO) license
  • Meet minimum sales goals (10 loans/month or 30/quarter)
  • Pass background check for state licensing

Work Rights

Not specified

Tailored Resume

Cover Letter