Univest Corporation of Pennsylvania

  • Mortgage Loan Consultant

    Location US-PA-Souderton
    Posted Date 1 week ago(12/3/2018 9:29 AM)
    Job ID
    # Positions
    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


    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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