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Jr. Mortgage Consultant - Retail Direct

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.


We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

Primary Function

Gain growth and knowledge of the mortgage industry through on-line training, courses and working with the Sales Coaches.  Interact with both sales and Newrez clients to help with the understanding of the mortgage industry and expanding into the Mortgage Consultant role.

Principal Duties:

  • Performs related duties as assigned by supervisor.
  • Engage with consumers, determine their needs, and offer the appropriate product.
  • Take mortgage loan applications by phone and prepare effective loan proposals.
  • Provide superior customer service.
  • Meet monthly production goals.
  • Stay informed of developing trends in the mortgage industry.
  • Attend/assist with scheduled meetings, training sessions and courses.
  • Maintain compliance with the NewRez Code of Conduct.

Education and Experience

  • Associates Degree or Bachelor’s Degree preferred.
  • Sales experience preferred.
  • 0-2 years of related experience.

Knowledge, Skills, and Abilities

  • Ability to pass a background check required for state licensing 
  • Persuasive, selling communication skills
  • Connect quickly with people in an outgoing, friendly manner
  • Complete work quickly and accurately
  • Effective in a fast-paced environment
  • Attention to detail and careful decision-making skill with ability to avoid mistakes
  • Basic computer skills
  • Excellent written and communication skills
  • The ability to stay organized in a fast-paced environment
  • Work independently with minimal supervision
  • Must be detail-oriented and demonstrate careful decision-making skills
  • Will need to work independently with minimal supervision
  • Basic computer skills

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

 

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

  • Medical, dental, and vision insurance

  • Health Savings Account with employer contribution

  • 401(k) Retirement plan with employer match

  • Paid Maternity Leave/Parental Bonding Leave

  • Pet insurance

  • Adoption Assistance

  • Tuition reimbursement

  • Employee Loan Program

  • The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

  • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

  • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

  • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

  • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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What You Should Know About Jr. Mortgage Consultant - Retail Direct, Newrez

Join Newrez as a Jr. Mortgage Consultant in charming Charlotte, NC, where your main goal will be to exceed the expectations of our residential mortgage borrowers and business partners through unparalleled service, streamlined processes, and effective communications. We believe in empowering our team members, and as a Jr. Mortgage Consultant, you’ll get the opportunity to gain invaluable insights into the mortgage industry through online training, insightful courses, and mentorship from our Sales Coaches. Your responsibilities will include engaging with clients to assess their needs and presenting them with the best mortgage products tailored to those needs. Taking mortgage loan applications and crafting persuasive loan proposals will be part of your role, along with meeting monthly production goals and staying updated on the industry’s evolving trends. We value teamwork here at Newrez, so you will also participate in meetings and trainings, ensuring compliance with our Code of Conduct while delivering superior customer service. If you have a passion for sales, strong communication skills, and a knack for building connections with people, we would love for you to bring your talents to our dynamic team. With your attention to detail and ability to thrive in a fast-paced environment, you'll help make a positive impact on our clients’ lives. Join us in building a bright future, because at Newrez, we are dedicated to recognizing and rewarding superior performance and innovative solutions!

Frequently Asked Questions (FAQs) for Jr. Mortgage Consultant - Retail Direct Role at Newrez
What are the responsibilities of a Jr. Mortgage Consultant at Newrez?

As a Jr. Mortgage Consultant at Newrez, your primary responsibilities will include engaging with consumers to understand their mortgage needs, taking applications by phone, and crafting customized loan proposals. You'll focus on providing excellent customer service while striving to meet monthly production goals and keeping up with the latest trends in the mortgage industry.

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What qualifications are needed for the Jr. Mortgage Consultant position at Newrez?

To be considered for the Jr. Mortgage Consultant role at Newrez, candidates typically need an Associate's or Bachelor's degree, along with some sales experience. A background check for state licensing will also be required. Strong communication skills and the ability to connect with clients in an outgoing, friendly manner are essential to success in this position.

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How does Newrez support the growth of their Jr. Mortgage Consultants?

Newrez is committed to your professional development. As a Jr. Mortgage Consultant, you'll access various online training, courses, and one-on-one mentoring from experienced Sales Coaches to help you grow your expertise in the mortgage industry. By fostering a culture of teamwork and cooperation, Newrez empowers you to excel in your role.

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What are the career advancement opportunities for a Jr. Mortgage Consultant at Newrez?

At Newrez, the Jr. Mortgage Consultant role serves as a fantastic entry point into the mortgage industry, and there are numerous opportunities for career advancement. You can progress within the company by improving your skills and possibly moving into senior consultant roles or sales leadership positions, depending on your performance and aspirations.

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What benefits does Newrez offer to its Jr. Mortgage Consultants?

Newrez provides a comprehensive benefits package for Jr. Mortgage Consultants, which includes medical, dental, and vision insurance, a 401(k) retirement plan with employer matching, and paid parental leave. Additionally, you will have access to programs like tuition reimbursement, pet insurance, and volunteering opportunities through Newrez NOW, our Corporate Social Responsibility initiative.

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Common Interview Questions for Jr. Mortgage Consultant - Retail Direct
Can you explain why you want to be a Jr. Mortgage Consultant at Newrez?

When answering this question, highlight your interest in the mortgage industry as well as your desire to provide excellent customer service. Mention how Newrez’s commitment to employee growth aligns with your career goals and your passion for helping others achieve their homeownership dreams.

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What skills do you possess that make you a good fit for the Jr. Mortgage Consultant role?

Focus on key skills such as sales experience, effective communication, and customer service. Sharing specific examples of past interactions where you successfully met customer needs or handled challenging situations can effectively illustrate your capabilities.

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How do you stay updated on trends in the mortgage industry?

Talk about various methods you use to remain informed, such as subscribing to industry newsletters, participating in webinars, or networking with professionals in the field. Emphasize your proactive approach to continuous learning.

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Describe a time when you provided exceptional customer service.

Prepare a concise story that showcases your ability to connect with customers and understand their needs. Emphasize your problem-solving skills and how you went above and beyond to ensure customer satisfaction.

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What is your understanding of the mortgage application process?

Discuss the general steps involved in the mortgage application process, such as gathering personal and financial information, evaluating credit histories, and compiling necessary documents—it shows you're knowledgeable about the field.

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How do you handle rejection or difficult customers?

Illustrate your resilience and adaptability by sharing coping strategies, such as maintaining a positive attitude, learning from feedback, and focusing on delivering value to all clients, even those who may be challenging.

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What do you believe is the most important aspect of ensuring compliance in the mortgage industry?

Emphasize your understanding of compliance regulations, customer protection, and ethical practices. Mention your commitment to upholding Newrez’s Code of Conduct and the importance of accuracy in the mortgage process with examples.

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Can you give an example of how you work in a fast-paced environment?

Share experiences that demonstrate your ability to prioritize tasks, manage your time, and keep your focus under pressure. Use examples from previous jobs or internships where you successfully met deadlines and managed multiple responsibilities.

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Where do you see yourself in five years in your mortgage career?

Articulate your aspirations for growth within the company. Focus on your commitment to developing your skills, taking on more responsibilities, and contributing to the overall success of Newrez.

Join Rise to see the full answer
Why is teamwork important in the role of a Jr. Mortgage Consultant?

Acknowledge that teamwork fosters collaboration and enhances customer service by pooling different skills and knowledge. Situate your understanding within Newrez’s emphasis on teamwork and how it can lead to innovative solutions in the mortgage process.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 17, 2025

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