Job Overview
Join our dynamic team as an Entry Level Insurance Consultant and Mortgage Loan Originator, where you will play a vital role in guiding clients through the complex world of insurance and mortgage lending. This entry-level position offers an exciting opportunity to develop industry knowledge, build meaningful client relationships, and gain hands-on experience in financial services. You will be responsible for assisting clients with their insurance needs and mortgage applications, ensuring compliance with industry regulations, and supporting the loan origination process from start to finish. If you’re motivated, eager to learn, and passionate about helping people achieve their financial goals, this role is perfect for you!
Duties
- Assist clients in understanding insurance options and mortgage products tailored to their needs
- Gather and analyze client financial information to support loan origination and underwriting processes
- Use Loan Origination Systems (LOS) and financial software to process applications accurately and efficiently
- Conduct credit analysis and evaluate risk factors in compliance with FNMA (Fannie Mae) guidelines and Fair Housing regulations
- Support negotiation efforts between clients and lenders to secure favorable loan terms
- Maintain clear communication with clients throughout the loan process, providing updates and answering questions
- Ensure all activities adhere to industry standards, banking regulations, TILA (Truth in Lending Act), and mortgage servicing requirements
Requirements
- Strong understanding of sales techniques, customer service principles, and relationship building in financial sales
- Basic math skills including 10-key typing proficiency and credit analysis capabilities
- Familiarity with mortgage lending processes, loan processing, underwriting, escrow procedures, and compliance with loan regulations
- Knowledge of industry-specific software such as Quicken, accounting software, or other financial tools
- Ability to interpret contracts, legal documents, and banking regulations related to mortgage lending and insurance services
- Excellent communication skills for client interaction and team collaboration
- Experience or interest in retail lending, commercial lending analysis, or banking regulatory compliance is a plus
- Demonstrated ability to learn quickly about industry regulations including TILA, FNMA standards, Fair Housing laws, and financial services compliance
Embark on a rewarding career path that combines sales expertise with comprehensive financial knowledge. We are committed to supporting your growth every step of the way by providing a structured environment where your skills can flourish!
Pay: $68,985.02 - $83,078.74 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Fort Worth, TX 76147
