Mortgage Consultant
Greater San Diego Area
• Lead a team of diverse individuals to demonstrate service in alignment with core company values of respect, communication, education, integrity, teamwork, accountability, and honesty• Build strategic partnerships with realtors and financial professionals to support their businesses by serving their clients as their trusted mortgage expert with more than 70% of business coming from referral partners• Create and nurture relationships with clients to understand their intimate personal and financial needs and goals to develop individualized mortgage strategies, leading to a repeat customer rate exceeding 80%• Design and lead in person and virtual presentations to educate and advise clients and business partners on the mechanics of mortgages, underwriting guidelines, and procedural processes using Powerpoint, Excel, Teams, and RingCentral/Zoom• Develop and implement communications strategies involving outbound phone calls, text messages, in person meetings, email newsletters, social media posts, and online video to grow loan volume to $18 million average per year• Attend open houses and business networking events to establish and cultivate new relationships• Leverage various software programs like Microsoft Office, Adobe Creative Suite, Salesforce, Arive for loan origination, client relations, and developing tools to analyze data, collaborate, and deliver on objectives• Proactively gather feedback on the client experience to implement appropriate adjustments to improve a streamlined, clear, and successful client journey