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Mortgage Loan Consultant

Company: First United Bank & Trust Co
Location: Plano
Posted on: June 10, 2021

Job Description:

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title

Mortgage Loan Consultant

Job Description


The primary role of a Mortgage Consultant is to originate and close mortgage loans through extensive marketing initiatives as well as new and existing relationships. The Mortgage Consultant position is an outside sales position responsible for originating retail mortgage loans through external sources. This position is directly responsible for origination objectives and sales strategies that will expand market share.


  1. Uses interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and Real Estate Professionals.

  2. Cross sells First United Bank products and services.

  3. Works with bank personnel to promote First United in assigned markets.

  4. Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program.

  5. Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.

  6. Determines the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product.

  7. Submits the loan application, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing.

  8. Counsels the borrower through the application, approval and closing process - including review of the HUD settlement statement with the borrower prior to closing.

  9. Attends closings and ensures great customer service throughout the process.

  10. Meets minimum expectations for First United best practices and production standards.

  11. Attends assigned production meetings.

  12. Provides exceptional customer service, maintains high ethical standards, and insures compliance with every borrower.


  • Performs other duties as requested by Executive Management or Supervisor.
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures.
  • Dresses professionally.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • High School diploma or GED required.
  • Prefer one year experience in mortgage lending environment.
  • Proven record of success for generating sales in a mortgage lending environment.

Technical/Functional Competencies

  • Possession of strong organizational skills.
  • Excellent verbal and written communication skills.
  • Exceptional interpersonal communication skills.
  • Ability to work independently on assigned tasks as well as to accept direction on given assignments.
  • Demonstrated technical knowledge of Bank, Mortgage, Federal and State lending and compliance/regulatory matters.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Ardmore Mortgage, Austin Mortgage, Dallas Mortgage, Ft. Worth Mortgage 2, Gaillardia Mortgage, Grapevine Mortgage, Houston Mortgage, Muskogee Mortgage, Norman Mortgage, OKC-Moore Mortgage, Owasso Mortgage, Plano Mortgage, Rockwall Mortgage, Tulsa Mortgage

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Keywords: First United Bank & Trust Co, Plano , Mortgage Loan Consultant, Other , Plano, Texas

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