Home Loan Advisor

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.

NewRez LLC. is a full-service national mortgage lender and agency direct seller / servicer. NewRez originates loans through various channels and transaction types, including a network of retail branches, wholesale lending, correspondent and emerging banker lending, and a consumer-direct centralized operation specializing in a variety of loan programs for purchase and refinance such as conforming, jumbo, and government products. We also offer innovative servicing solutions for both conforming and non-conforming loans. Newrez is led by a veteran senior management team that consists of mortgage banking professionals with a history of building successful national mortgage operations in both servicing and originations.

POSITION SUMMARY

The Servicing Embedded Loan Consultant is a Hybrid mix of Sales and Customer Service. The Embedded agent has the opportunity to work a large selection of Benefit Identified customers via our Customer Service queues. As a fully trained professional with general servicing tasks - the Embedded agent offers a wide range of Refinance products to New Rez and Shellpoint serviced customers - without having to transfer them to another department. This Specialty role is the epitome of the most elite crossed trained professionals. The Embedded Loan Consultant is responsible for completing the 20-hour course and passing the Safe exam. They will be originating mortgage products directly to customers through leads and centralized telemarketing channels after passing the Safe Exam. The Embedded Consultant is responsible for maintaining loan production at or above minimum loan volume and quality targets.

Principal Duties

• Demonstrate positivity, courtesy, and helpfulness when dealing with every homeowner.
• Use a blend of manual and automated calling strategies to locate past due homeowners, contact them, identify their issues, and set up customized payment strategies that cure their delinquencies.
• Develop workable payment solutions that satisfy both our clients / investors and our company.
• Handling inbound Customer Service calls, assisting with an assortment of questions from website assistance, escrow to processing payoffs.
• Process homeowners' mortgage payments.
• Convert inbound Servicing Calls by offering refinance products to current eligible customers
• Achieve company performance goals and servicing department KPIs
• Meet minimum Submission to Processing (STP) volume goals
• Inputs all borrower information into the 1003 (LOS)
• Review and understand AUS findings in detail and ensure that supporting borrower documentation (i.e. income, assets, liabilities and credit) match the information provided on the 1003.
• Provide guidance to borrowers on loan processing flow
• Ensure federal and state required compliance expectations are met in include LE documentation is signed at time of application or has been mailed to the client for signature within 3 days of application interview
• Lock loan in H2O, ensuring lock meets offered rate and covers estimated closing date
• Mortgage loan production at / above required volumes

Education and Experience Requirements

Knowledge, Skill and Ability Requirements

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!

Newrez NOW :

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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