As a Mortgage Consultant I help clients navigate the mortgage process, from free consultations, to pre-qualification and eventually to closing, by assessing their financial situation and providing tailored advice on loan products. I guide clients through the application process, ensuring competitive rates and helping achieve homeownership or refinancing goals. - During the consultation, I assess clients’ financial situations, recommend suitable mortgage products, and explain terms clearly. - I help clients complete applications, verify documentation, and ensure paperwork meets lender requirements. - I stay updated on industry trends, analyze clients’ data, and provide cost estimates. - I always build and maintain relationships with clients and professionals, serving as the primary point of contact. - In escrow, I monitor loan status, follow up with underwriting, and communicate updates with all the parties involved. - I ensure legal compliance and maintain accurate records. - I constantly generate new business through referrals, networking, and meeting sales targets.