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FC Lending Consultant - Menifee, CA

Job Description:

The FC Lending Consultant is a role that consists of 12 month training and mentoring program with the LC graduating to a Lending Consultant position upon successful completion of the program. The Lending Consultant (LC) will generate a minimum 70% of their mortgage sales goals by managing the end-to-end consumer mortgage referral requests that originate within assigned Financial Centers. Additional sources of revenue to meet 100% of mortgage sales goals may be developed through self-sourcing from relationships with local realtors and/or builders. The LC will successfully complete pre-assigned training activities, achieve personal production goals, and coach Financial Center associates on best practice referral strategies.

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 your immediate termination.

Required Skills:

  • Ability to analyze and comprehend complex financial data and recommend appropriate financial solutions
  • Provides exceptional customer service
  • Professional and effective interpersonal skills
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Detail oriented
  • Demonstrated ability to navigate successfully in a highly complex and matrix environment
  • Ability to work as part of a team, lead and influence teammates
  • Professional and effective interpersonal skills
  • Strong computer skills including a fundamental understanding of standard office applications
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
  • Desired Skills:

  • 2 years sales experience
  • Proven success in meeting/exceeding sales production Goals
  • Demonstrated ability to effectively coach others
  • Knowledge of mortgage business priorities
  • Banking center experience as a manager or senior seller
  • Other financial services sales experience
  • Experience with self-sourcing


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