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GWIM Res Real Estate Advoc Consultant

Charlotte, North Carolina;

Job Description:

The Advocacy Consultant is responsible for handling the resolution of complex mortgage origination issues and escalated advisor and client complaints. In this capacity, they will work closely with fulfillment partners, client management teams, and field leadership to resolve escalated issues that require immediate attention including issues with sales, loan processing, and underwriting. Possess high degree of in-depth mortgage knowledge including product, compliance, underwriting, and collateral requirements. Responsible for improving the mortgage experience for advisors and clients by helping to set and manage expectations of the loan process, reviewing income analysis, collateral and loan conditions on escalated loans to provide support and clarification on underwriting and pricing decisions, tracking escalations to identify and monitor trends, and identifying and fixing problem areas. May occasionally involve attending meetings/conference calls, preparing/delivering presentations to gather and deliver feedback and build strong relationships with partners. Supports Manager by supervising the completion of special projects and additional duties as assigned. 5+ years experience in mortgage sales/support in a High Net Worth setting desired. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Skills:

  • 1+ year mortgage sales and/or mortgage underwriting experience
  • Ability to work in fast paced environment with several competing priorities
  • Superior problem solving and organizational skills
  • Ability to navigate through a matrixed environment and influence desired outcomes without direct authority
  • Strong ability to communicate (written and verbal) with internal and external partners
  • Ability to manage and shift priorities when necessary
  • Thorough understanding of credit and an ability to review complex financial documents
  • Strong interpersonal and relationship building/managing skills
  • Ability to effectively interact with all levels of management

Desired Skills:

  • 4-10 years mortgage sales experience
  • Experience working with Financial Advisors or High Net Worth clients

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Advocacy Consultant is responsible for handling the resolution of complex mortgage origination issues and escalated advisor and client complaints. In this capacity, they will work closely with fulfillment partners, client management teams, and field leadership to resolve escalated issues that require immediate attention including issues with sales, loan processing, and underwriting. Possess high degree of in-depth mortgage knowledge including product, compliance, underwriting, and collateral requirements. Responsible for improving the mortgage experience for advisors and clients by helping to set and manage expectations of the loan process, reviewing income analysis, collateral and loan conditions on escalated loans to provide support and clarification on underwriting and pricing decisions, tracking escalations to identify and monitor trends, and identifying and fixing problem areas. May occasionally involve attending meetings/conference calls, preparing/delivering presentations to gather and deliver feedback and build strong relationships with partners. Supports Manager by supervising the completion of special projects and additional duties as assigned. 5+ years experience in mortgage sales/support in a High Net Worth setting desired. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Skills:

  • 1+ year mortgage sales and/or mortgage underwriting experience
  • Ability to work in fast paced environment with several competing priorities
  • Superior problem solving and organizational skills
  • Ability to navigate through a matrixed environment and influence desired outcomes without direct authority
  • Strong ability to communicate (written and verbal) with internal and external partners
  • Ability to manage and shift priorities when necessary
  • Thorough understanding of credit and an ability to review complex financial documents
  • Strong interpersonal and relationship building/managing skills
  • Ability to effectively interact with all levels of management

Desired Skills:

  • 4-10 years mortgage sales experience
  • Experience working with Financial Advisors or High Net Worth clients

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21042129

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Caroline Heubel

Referral Bonus:

0