Experienced Mortgage Loan Consultant

2 weeks ago


Irvine, California, United States Swell Loans Full time

Position Overview

As a Loan Consultant at Swell Loans, you will be entrusted with leads generated through various channels, including direct outreach, call center referrals, and exclusive online partnerships. Your role will involve providing clients with competitive and transparent options for Conventional, Jumbo, Non-QM, and Government refinancing and purchasing programs.

We pride ourselves on offering both flexible and fully remote work opportunities for motivated professionals who thrive in a home-based environment. Our advanced cloud-based technology ensures that you can work efficiently while enjoying a balanced lifestyle.

Key Responsibilities

  • Transform company-generated leads into finalized applications, including necessary credit assessments.
  • Assess applicants' qualifications and gather essential documentation from clients.
  • Engage clients by clearly communicating all relevant loan terms through a consultative approach.
  • Address and resolve any borrower concerns with a solutions-oriented perspective.
  • Support borrowers from initial commitment through to funding, assisting with any complex issues that arise during processing.

Required Qualifications

  • A minimum of one year of experience as a licensed Mortgage Loan Originator (MLO) with a valid NMLS license.
  • Proven sales abilities and a strong desire to excel in the mortgage industry.
  • Capability to structure loans and prequalify clients in accordance with established guidelines.
  • Comfortable managing a comprehensive pipeline of clients throughout the loan lifecycle.
  • Demonstrate persistence, enthusiasm, initiative, and a strong work ethic.
  • Proficient in standard office software, including Microsoft Office 365.


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