Consultant

• Use in-depth industry knowledge and experience to provide an excellent client experience to Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle.
• 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.
• Work as part of team assigned to a Complex/Branch level coverage and grow market share through business referrals.
• Provide the best rate execution and proper product selection for the clients.
• Own the client experience up to and including loan registration; follow up on referrals and work with clients to complete accurate and compliant mortgage applications.
• Work directly with Private Bankers (Field Sales) to help reach each complex/branch growth targets.
• Maintain and follow up on a pipeline of client referrals.
• Analyze financial information to assess client and property qualification and find best mortgage options.
• Participate in business partner events and office activities promoting Home Loan team.
• Partner with Mortgage Specialist Team to ensure seamless transfer of loan application once intent to proceed received.
• Manage inbound/outbound queue, call campaigns, bank initiatives, and client follow-up.
• Obtain documents to satisfy underwriting conditions and negotiate product/pricing as necessary.
• Provide perspective and feedback on client experience enhancements and process efficiencies.
• Complete all assigned training in a timely manner.

Mortgage Consultant

New Home Consultant