Personal Mortgage Consultant – Mortgage Broker Sales

Personal Mortgage Consultant – Mortgage Broker Sales

Requirements

• College or University degree in a related field
• Minimum 2 years experience in the banking and mortgage brokerage industry
• Strong understanding of mortgage underwriting
• Experience conducting virtual meetings and presentations
• Experience with Salesforce.com is preferred
• Familiarity with Microsoft Office, including intermediate level of expertise using Excel

Responsibilities

• Present our selling strategy to mortgage brokers via sales education series.
• Collaborate with BDMs to select candidates for the program.
• Conduct knowledge checks to achieve mastery.
• Develop and host virtual meetings for brokers.
• Support brokers from pre-application to funding.
• Assist National Desks in soliciting mortgage deals.
• Manage funding ratios with broker portfolios.
• Process referred and existing broker deals.
• Transition brokers to external BDMs upon meeting targets.
• Reassign brokers below thresholds to internal support.
• Analyze brokers for potential termination based on performance.
• Build relationships with key partners to support broker requests.
• Organize tasks to meet productivity goals and support brokers.
• Use technology to improve efficiency in your territory and team.

Preferred Qualifications

• Persuasive negotiator with strong consultation and active listening skills; excellent sales and business development abilities.
• Executes a consistent and measurable sales process with underwriting expertise.
• Builds strong relationships with clients and internal partners; effective in communication, organization, and collaboration.
• Manages time well, prioritizes tasks, and adapts to change; thrives in fast-paced environments as a self-starter.
• Results-driven and team-oriented; open to feedback and continuous improvement, comfortable with pay-for-performance.