Univest Corporation of Pennsylvania

Mortgage Loan Consultant

US-PA-Bucks/Montgomery
2 months ago
Job ID
3689
# Positions
1
Category
Mortgages - Mortgage Loan Consultant

Responsibilities

• Provide training and new product seminars for in-house personnel and market partners

• Develop target prospect lists and call plans to solicit new business

• Represent the unit in corporate and community related activities to increase visibility and nurture relationships which will generate new business, customer leads, and referrals

• Develop a full understanding of the Univest’s mortgage and other product offerings

• Responsible for compliance with laws and regulations that apply to the position, including RESPA, TILA and Agency guidelines

• Perform additional duties as required

Qualifications

Mortgage Loan Consultant Qualifications:

• High School graduate; Bachelor’s Degree in business related field a plus

• 2+ years residential mortgage origination experience

• Proven production emphasis on self-reliant business sourcing contacts with key market partners (eg: realtors, RE agents, builders, financial advisors, attorneys, CPAs)

• Proven residential mortgage sales track record with proven ability to meet minimum closed loan production standards of $10M in the past 12 months

• Demonstrated familiarity with conventional conforming (Fannie, Freddie), jumbo and government (FHA) loan programs

• Excellent customer service skills and the willingness and availability to assist customers according to their convenience (eg: weekends, nights) and professionally overcome objections

• Must be organized, committed, self-starting, goal oriented, and consumer-friendly with an ability to professionally represent Univest regarding the customer’s relationship with Univest

• Demonstrated verbal and written communication skills, including:
oComplete, professional, timely communication
oAbility to simply explain loan programs, terms, features and benefits to customers and referral sources.

• Ability to work independently with minimal direction, set schedules, meet dead lines, understand pricing, follow through, and introduce other Univest products

• Proven PC skills, including the Microsoft Office Suite; Calyx a plus

• Must possess a valid driver’s license and a respectable vehicle

• Must be willing to work on a 100% commission basis

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