Full-Time
Mortgage Loan Consultant
Posted on 5/9/2026
First United Bank
No salary listed
Royse City, TX, USA + 9 more
More locations: Austin, TX, USA | Dallas, TX, USA | Plano, TX, USA | San Antonio, TX, USA | Southlake, TX, USA | Fort Worth, TX, USA | Tulsa, OK, USA | Oklahoma City, OK, USA | New Braunfels, TX, USA
In Person
Multiple in-person locations across TX and OK; no remote option stated.
Category
 Real Estate (2) |
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Required Skills
Sales
Requirements
- High School diploma or GED is required.
- Must have at least two years’ experience in mortgage lending environment.
- Proven record of success for generating sales in a mortgage lending environment.
- Must be currently working as a Mortgage Loan Consultant closing a minimum of 2 self-sourced loans per month.
- 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 Banking, Mortgage, Federal and State lending and compliance/regulatory matters.
Responsibilities
- Uses interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and Real Estate Professionals.
- Cross sells First United Bank products and services.
- Works with bank personnel to promote First United in assigned markets.
- Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program.
- Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application.
- Determines the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product.
- 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.
- Counsels the borrower through the application, approval and closing process – including review of the Closing Disclosure with the borrower prior to closing.
- Attends closings and ensures great customer service throughout the process.
- Meets minimum expectations for First United best practices and production standards.
- Attends assigned production meetings.
- 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.