Specialized Mortgage Consultant

Shelter Lending Services LLC

Not specified; not specified; medical, dental, vis...
Active mortgage loan originator license required
Minimum 10 closed loans per month sales goal
Proficiency with h2o loan origination system
The role focuses on guiding clients through specialized mortgage processes including Assumptions and Friends and Family/Employee Loans

Job Summary

  • The role focuses on guiding clients through specialized mortgage processes including Assumptions and Friends and Family/Employee Loans.
  • Employees are expected to meet a minimum sales target of 10 closed loans per month or 30 per quarter.
  • The company offers comprehensive benefits including medical insurance, 401(k) matching, paid parental leave, and volunteer time off.

Matching Summary

Match Score: 75

The role focuses on guiding clients through specialized mortgage processes including Assumptions and Friends and Family/Employee Loans.

Salary

Not specified; Not specified; Medical, dental, vision, 401(k) match, paid leave, pet insurance, adoption assistance, tuition reimbursement

Skills & Requirements

Must-have

  • Active Mortgage Loan Originator license required
  • Minimum 10 closed loans per month sales goal
  • Proficiency with H2O loan origination system
  • Experience with Salesforce CRM platform
  • Knowledge of TILA, RESPA, and Fair Lending regulations

Nice-to-have

  • Experience with Assumptions or Friends and Family Loans
  • Top 25% performance in funded units over last 6 months
  • Strong consultative selling and negotiation skills
  • Ability to work independently with minimal supervision
  • Proven track record of exceeding sales goals

Key Requirements

  • Associates or Bachelor's Degree preferred
  • 3 years mortgage origination experience required
  • Must maintain active MLO license
  • Pass background check for state licensing
  • Complete mandatory annual continuing education

Work Rights

Not specified

Tailored Resume

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