Mortgage Consultant
Overview:
WCM is looking for experienced Mortgage Consultants (Loan Officers) for our Charlotte, NC location. As a Mortgage Consultant, you will help home buyers in finding the solution for their needs. Our Mortgage Consultants are the front-line of promoting WCM Values and providing an exceptional customer experience.
What you will be doing:
• Responsible for originating mortgage loans via telephone contact and follow up
• Mastering sales techniques and making outbound calls to company-provided warm leads
• Assist customers with a purchase or refinance of their mortgage
• Consistently meeting sales goals and expectations to drive individual and company goals
• Act as the main point of contact for customers going through the mortgage process. (Purchase & Refinance)
• Building relationships and generating customer loyalty
• Ensure a positive customer experience by being fully knowledgeable about the mortgage industry and various product offerings and providing top-notch customer service
What we need:
• Knowledge of Conforming/FHA/HUD guidelines and regulations
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to work well in high energy, team-oriented environment
• 3-5 years of proven mortgage sales experience
• Ability to meet and maintain state licensing requirements including exam, credit, and background checks
• Ability to define market requirements, collect data, establish facts and draw valid conclusions
• Previous experience building relationships with customers and/or financial services experience is highly desired
• Highly motivated and energetic
• Experience with Encompass a PLUS
• Experience with Internet Leads a PLUS
You someone who:
• Strives to provide +1 Service to ensure success, to both internal teams and external clients
• Has the utmost integrity, period
• Is naturally curious – you enjoy seeking out and applying new things in your job
• Knows how to make smart, informed decisions
• Has a passion for your job and positive energy that is infectious
• Cares about your work and performance, and you want to provide impact across the organization
• At times, can be innovative and not afraid to bring big thinking and ideas to the table
• Is able to deliver influential communication to others
The perks:
• Group health coverage (medical, dental, & vision)
• Paid Time Off
• Employee Assistance Programs
• Pre-tax health spending account (HSA)
• 401(k) plan (with company match)
• Company provided life insurance
• Pet Insurance
• 8 hours of Volunteer Time Off
• Employee discounts (fitness, phone)
• Wellness events
