Experienced Mortgage Consultant

2 weeks ago


Jacksonville, Florida, United States Lee Wealth Group Mortgage Full time
Job Overview

We are in search of a seasoned mortgage consultant who possesses exceptional marketing, communication, and analytical skills to join our dynamic team. This role involves guiding loan applicants in securing the most suitable mortgage options for their new home acquisitions. Our organization offers the resources and support necessary to elevate your career. If you are dedicated to delivering outstanding service to your clients and have a successful history of client retention and growth, we encourage you to consider this opportunity.

Compensation:

$75,000

Key Responsibilities:
  • Collaborate closely with industry professionals to collect and prepare all essential information required for underwriting processes.
  • Manage all client interactions to ensure a seamless transaction by coordinating with real estate agents, processors, and underwriters.
  • Identify, cultivate, and sustain relationships with potential new business referral partners, including realtors, builders, banking colleagues, and the broader community.
  • Surpass our production benchmarks by maintaining an active loan pipeline.
  • Ensure that all stages of the loan process comply with regulatory standards and company policies.
Required Qualifications:
  • Demonstrated excellence in written and verbal communication, outstanding interpersonal and customer service skills, and strong decision-making capabilities.
  • In-depth knowledge of various loan types including FHA, VA, USDA, conventional, fixed/adjustable loans, Bridge Loans, Non-Conforming Loans, FNMA, FHLMC, and Home Equity Lines of Credit.
  • Compliance with lending regulations and adherence to bank underwriting standards and lending policies is essential.
  • Familiarity with Office Suite and loan origination software such as Experian, Calyx, or LendingWise is preferred.
  • A minimum of several years of experience in real estate, mortgage origination, or lending is required.
About Lee Wealth Group Mortgage

At Lee Wealth Group Mortgage, we specialize in crafting tailored mortgage solutions for a diverse clientele, including first-time homebuyers, move-up buyers, empty nesters, and real estate investors. Our mission is to identify the most appropriate loan products that align with our clients' needs. We are dedicated to delivering the highest level of customer service to ensure a positive experience for all our clients.



  • Jacksonville, Florida, United States Patriot Bank, N.A. Full time

    Position Overview: The Residential Mortgage Consultant serves as the primary contact for clients seeking mortgage solutions within our Direct-to-Consumer Mortgage division. We provide a diverse range of fixed and adjustable-rate mortgage options tailored to meet the needs of our clients. As the main point of contact, you will assist clients throughout the...


  • Jacksonville, Florida, United States VyStar Credit Union Full time

    Position OverviewAt VyStar Credit Union, we provide competitive compensation and a comprehensive benefits package, including a 401(k) plan, extensive training programs, and tuition reimbursement available to all employees, both full-time and part-time. Part-time roles require a minimum commitment of 30 hours per week.We invite you to explore a career with...


  • Jacksonville, Florida, United States VyStar Credit Union Full time

    OverviewAt VyStar Credit Union, we pride ourselves on offering competitive compensation and a comprehensive benefits package, which includes a 401(k) plan, extensive training programs, and tuition reimbursement for all employees, both full-time and part-time. Part-time roles require a minimum commitment of 30 hours per week.We invite you to explore a...


  • Jacksonville, Florida, United States Patriot Bank, N.A. Full time

    Position Overview: The Residential Mortgage Advisor serves as the primary point of contact for clients seeking mortgage solutions within our Direct-to-Consumer Mortgage division. We provide a diverse range of fixed and adjustable-rate mortgage options tailored to meet the needs of our customers. As the main liaison, you will assist clients throughout the...


  • Jacksonville, Florida, United States Dream Finders Homes Full time

    Mortgage Loan Specialist:Dream Finders HomesWe are experiencing significant growth and are in search of a dedicated Mortgage Loan Specialist who can cultivate new business opportunities and referrals while nurturing the strong relationships we have built with our clients and referral partners. The ideal candidate will assist our team in finalizing loan...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Mortgage Loan Originator to join our team at Triad Financial Services Inc. As a key player in our mortgage lending team, you will be responsible for originating and funding mortgage loans while delivering exceptional customer service.Key ResponsibilitiesGenerate mortgage loan leads through various...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Mortgage Loan Originator to join our team at Triad Financial Services Inc. As a key player in our mortgage lending team, you will be responsible for originating and funding mortgage loans while delivering exceptional customer service.Key Responsibilities:Generate mortgage loan leads through various...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Mortgage Loan Originator to join our team at Triad Financial Services Inc. As a key player in our mortgage lending team, you will be responsible for originating and funding mortgage loans while delivering exceptional customer service.Key ResponsibilitiesLead Generation: Generate mortgage loan leads...


  • Jacksonville, Florida, United States VyStar Credit Union Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as an Assistant Vice President of Mortgage Strategic Initiatives & Analytics at VyStar Credit Union.Key ResponsibilitiesProject Management:Lead and oversee all project management activities within Real Estate Lending, driving strategic initiatives to achieve business...


  • Jacksonville, Florida, United States VyStar Credit Union Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Mortgage Strategic Initiatives Manager at VyStar Credit Union. This is an exciting opportunity to lead and oversee strategic initiatives that drive business growth and improve operational efficiency in our mortgage department.Key ResponsibilitiesProject...


  • Jacksonville, Florida, United States Tom Bush MINI Full time

    Job Opportunity at Tom Bush MINIJob Summary:We are seeking an experienced sales professional to join our team at Tom Bush MINI. As a sales consultant, you will be responsible for building relationships with customers, identifying their needs, and providing them with exceptional sales experiences.Key Responsibilities:Customer Interaction: Build rapport with...


  • Jacksonville, Florida, United States Community Tax, LLC Full time

    Job OverviewSenior Sales Consultant - Consultative Sales ExpertElevate Your Sales Career: Become Part of a Leading Firm and Experience Professional and Financial GrowthAre you a sales expert with a consultative approach, eager to provide value and achieve success? Do you aspire to be part of a team that enables you to realize your ambitions while making a...


  • Jacksonville, Florida, United States Community Tax, LLC Full time

    Job OverviewSenior Sales Consultant - Consultative Sales ExpertElevate Your Sales Career: Become Part of a Leading Firm and Experience Professional and Financial GrowthAre you a consultative sales expert with a dedication to delivering value and achieving success? Would you like to contribute to a team that empowers you to realize your aspirations while...


  • Jacksonville, Florida, United States Community Tax, LLC Full time

    Job OverviewSenior Sales Consultant - Expert in Consultative SalesElevate Your Sales Career: Become Part of a Leading Firm and Experience Professional and Financial GrowthAre you a seasoned sales expert with a commitment to delivering value and achieving success? Do you aspire to be part of a dynamic team that enables you to realize your ambitions while...


  • Jacksonville, Florida, United States Financial Society Insurance Group Full time

    Job OverviewJoin the Financial Society Insurance Group as a Commission-Based Insurance Sales Consultant. We are seeking a driven individual to become part of our dynamic team.Position HighlightsHigh Earning Potential: This role offers a lucrative commission structure, with starting commission levels ranging from 80% to 90% and the opportunity to earn up to...


  • Jacksonville, Florida, United States Allstate - Brenda Chamberlain Full time

    Job OverviewWe are in search of a motivated and enthusiastic sales professional who is eager to make a positive impact in the lives of our clients. This role involves promoting, marketing, and providing exceptional service for our insurance offerings to both current clients and prospective customers. As a full-time consultant, you will assist individuals,...

  • Financial Consultant

    14 hours ago


    Jacksonville, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with existing clients, providing personalized financial...


  • Jacksonville, Florida, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Financial Consultant to join our team in the Investor Center. As a Financial Consultant, you will play a critical role in providing personalized financial planning and guidance to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong...


  • Jacksonville, Florida, United States College Hunks Hauling Junk & Moving Full time

    Position: Moving Sales ConsultantCompany: College Hunks Hauling Junk and MovingEmployment Type: Full-time, Hourly plus CommissionRole Overview:As a Moving Sales Consultant, you will be responsible for providing accurate moving estimates and securing contracts with clients. Your primary duty will be to visit clients on-site, offering them tailored moving...


  • Jacksonville, Florida, United States ECS Limited Full time

    Job SummaryWe are seeking an experienced Environmental Scientist to join our team at ECS Limited. As an Environmental Scientist, you will be responsible for conducting environmental site assessments, field and office work related to groundwater and soil investigations, and providing industrial hygiene services.Key ResponsibilitiesConduct Phase I...