Mortgage Consultant

6 months ago


Vero Beach, United States Prosperity Home Mortgage Full time

Job Summary:

Under the general supervision of an Area Manager, the Mortgage Consultant is responsible for advising new and existing clients on residential mortgage programs obtained from various sources including realtors, builders, newspaper ads, and other nontraditional sources. 

Key Responsibilities:

Promotes Prosperity Home Mortgage and all of the products and services that are offered. Develops and maintains a high degree of visibility for Prosperity Home Mortgage in the marketplace. Advises prospective and existing customers of Prosperity’s programs, rates, policies and procedures Analyzes detailed financial and credit data; recommends appropriate available loan choices according to the customer needs Obtains residential first mortgages for Prosperity while adhering to all company policies and government regulations Receives customer applications, quotes the rate and points, and completes follow-up activities with the registration lock-in Services new and existing clients. Coordinates with processing and closing areas to facilitate a prompt and accurate loan closing; monitors loan status; ensures that complete loan documentation is provided for internal processing Sets realistic expectations of the loan process by explaining company policies, procedures and underwriting requirements; communicates loan status to external customers Achieves personal production and service goals; contributes to company market share and branch profitability Meets Company standards for quality, accuracy, and fall-out Complies with industry-related regulations, requirements and state/federal laws as applicable to the job duties of this position Attends all mortgage product & sales training programs as needed.

Minimum Requirements:

College degree or equivalent combination of experience Mortgage Sales/Origination experience required Social media savvy Extensive telephone and email usage Applicable licenses Ability to travel within the local area  Must provide own transportation

Compensation will be an hourly rate plus a generous commission plan.

Prosperity Home Mortgage, LLC is an Equal Opportunity Employer and is committed to Diversity, Equity, and Inclusion in the workplace. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


  • Mortgage Advisor

    4 weeks ago


    West Palm Beach, Florida, United States Millennium Mortgage LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Mortgage Advisor to join our team at Millennium Mortgage LLC. As a Mortgage Advisor, you will be responsible for identifying and developing a quality network of real estate professionals, builders, and personal contacts to generate new mortgage lending opportunities.The ideal candidate will have a...


  • Huntington Beach, California, United States True Local Mortgage LLC Full time

    Job Title: Mortgage ConsultantJob Description:We are seeking a motivated and ambitious Mortgage Broker to join our team. This is an excellent opportunity for individuals looking to break into the mortgage industry. You will be provided with company-generated refinance leads and receive comprehensive training and licensing support to become a licensed...


  • Palm Beach Gardens, Florida, United States City National Bank of Florida Full time

    Exciting Career Opportunity: Residential Mortgage ConsultantCity National Bank of Florida is on the lookout for a dedicated Residential Mortgage Consultant (RMC) to enhance our team. The RMC will oversee the production of residential mortgage loans within the designated market area. The primary objective will be to cultivate secondary residential mortgage...

  • Entitlements Manager

    3 weeks ago


    Palm Beach Gardens, Florida, United States Lennar Mortgage Full time

    Job SummaryLennar Mortgage is seeking an Entitlements Manager to manage and oversee due diligence for new acquisitions and the engineering and entitlements process for new communities. The ideal candidate will have a strong understanding of State and Federal developmental and environmental laws and local municipal planning and zoning requirements.Key...


  • Daytona Beach, United States Rose Tree Financial Group LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Mortgage Loan Officer Assistant to become a part of our team! You will evaluate and authorize approval of real estate, commercial, and credit loans.Responsibilities:Advise borrowers on financial status and payment methodsGuide customers through the loan application processFile loan applications and supporting...


  • West Palm Beach, Florida, United States Citigroup Inc Full time

    Job SummaryThe Community Mortgage Lending Officer is a key position within Citigroup Inc. responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team.Key ResponsibilitiesConsult with...


  • Miami Beach, United States Flagstar Bank Full time

    The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can...

  • Investment Consultant

    4 weeks ago


    Virginia Beach, Virginia, United States Charles Schwab Full time

    Join Our Team as an Investment ConsultantWe are seeking a highly motivated and results-driven Investment Consultant to join our team in Virginia Beach. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer...

  • Investment Consultant

    4 weeks ago


    Virginia Beach, Virginia, United States Charles Schwab Full time

    Unlock Your Potential as an Investment ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a rewarding career in financial consulting.This role provides the exposure and...

  • Investment Consultant

    4 weeks ago


    Huntington Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional growth. As an Investment Consultant, you'll have the opportunity to learn and develop within our Branch Network, laying the foundation for a successful career in financial consulting.This role provides...


  • Virginia Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network...


  • Seal Beach, CA, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network...


  • Seal Beach, CA, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Seal Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Seal Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Pompano Beach, Florida, United States Jobot Full time

    Key ResponsibilitiesAs a Tax Manager, you will oversee all aspects of tax management, including tax compliance, reporting, and planning. Your expertise will be essential in developing and implementing strategic tax plans to minimize tax liabilities and optimize financial efficiency.You will ensure accurate and timely filing of all local, state, and federal...


  • Pompano Beach, Florida, United States Jobot Full time

    Job SummaryA dynamic opportunity has arisen for a seasoned Tax Manager to join our team as a Transfer Pricing Specialist. As a key member of our accounting firm, you will be responsible for overseeing all aspects of tax management, including tax compliance, reporting, and planning. Your expertise in transfer pricing will be instrumental in developing and...

  • Tax Manager

    4 weeks ago


    Pompano Beach, Florida, United States Jobot Full time

    A great opportunity to work with a growing Accounting Firm that offers a competitive salary and a flexible schedule. This Jobot Job is hosted by: Lauren Lehman Responsibilities: * Oversee all aspects of tax management, including tax compliance, reporting, and planning. * Develop and implement strategic tax plans to minimize tax liabilities and optimize...

  • Tax Manager

    3 weeks ago


    Pompano Beach, Florida, United States Jobot Full time

    Job SummaryA great opportunity to work with a growing Accounting Firm that offers multiple bonus's per year & flexible schedule. Our client, a long standing pillar of South Florida, has a reputation of taking care of their customers and their employees. They are currently seeking a Tax Manager to join their team.Key ResponsibilitiesOverseeing all aspects of...

  • Entitlements Manager

    1 month ago


    Palm Beach Gardens, United States Lennar Mortgage Full time

    Overview Welcome Home! Build your career with Lennar!As one of the nation’s largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar,...