Trigent Software

Consultant / Mortgage

Trigent Software
Bangalore
Not disclosed
0 - 1 Years
Posted:
1 month ago
Full time
Applicants:
3
Job Description

About the Role:

We are looking for a skilled and customer-focused Mortgage Consultant to assist clients in securing the best mortgage products for their needs. The ideal candidate will have in-depth knowledge of mortgage products, lending guidelines, and market trends to guide clients through the home loan process efficiently.


Key Responsibilities:

🔹 Client Consultation & Needs Assessment

  • Advise clients on available mortgage options based on their financial status and goals.
  • Conduct initial assessments to determine mortgage eligibility.
  • Explain mortgage terms, interest rates, repayment plans, and associated costs to clients.

🔹 Mortgage Application & Loan Processing

  • Assist clients in preparing and submitting mortgage applications.
  • Work with lenders, underwriters, and other stakeholders to facilitate loan approvals.
  • Ensure all required documentation is complete and accurate.

🔹 Market Research & Product Knowledge

  • Stay updated on current mortgage rates, lending regulations, and financial market trends.
  • Provide insights on government-backed loan programs (FHA, VA, USDA) and conventional mortgage products.
  • Educate clients about refinancing options and investment property loans.

🔹 Relationship Management & Networking

  • Build strong relationships with clients, real estate agents, and financial institutions.
  • Generate leads through referrals, networking, and marketing efforts.
  • Maintain regular follow-ups with clients throughout the loan process.

🔹 Compliance & Risk Management

  • Ensure adherence to all mortgage lending regulations, company policies, and ethical lending practices.
  • Keep detailed records of client interactions and loan processing activities.

Qualifications & Skills:

âś” Education & Experience

  • Bachelors degree in Finance, Business, Economics, or a related field (preferred).
  • 2+ years of experience in mortgage lending, financial advising, or a related field.
  • Mortgage loan officer (MLO) license, if required by the state.

âś” Skills & Competencies

  • Strong understanding of mortgage products, interest rates, and lending regulations.
  • Excellent customer service and interpersonal skills.
  • Ability to analyze financial statements and credit reports.
  • Strong negotiation and problem-solving skills.
  • Proficiency in mortgage software and CRM tools.

Preferred Qualifications:

  • Experience working with banks, credit unions, or mortgage brokerage firms.
  • Knowledge of FHA, VA, and USDA loan programs.
  • Sales experience in financial services or real estate.

Why Join Us?

âś… Competitive commission-based earnings with high income potential.

âś… Opportunity to work with a reputable mortgage firm.

âś… Training and support to enhance industry knowledge.

âś… Flexible working hours and remote work options.


About company

Trigent Software Limited is SEI CMM Level 4 and ISO 9001:2008 certified company. It provides an Offshore Software Development company with facilities in the United States and India with global client.

Trigent is an early pioneer in IT outsourcing and offshore software development business. We enable organizations adopt digital processes and customer engagement models to achieve outstanding results and end-user experience. We help clients achieve this through enterprise-wide digital transformation, modernization, and optimization of their IT environment. Trigents decades of experience, deep domain knowledge, and technology expertise delivers transformational solutions to ISVs, enterprises, and SMBs.

We offer end to end consulting services, design, development and managed services across Infrastructure, Cloud, Mobility, BI, Analytics, Product Engineering, QA & Testing, IoT, Big Data, and Artificial Intelligence.

Our track record speaks of our success; having developed more than 400 products many of which are deployed in record time in both large and small companies. We work with the same care and diligence to make each of our engagement a success, one at a time, small or large.

Our services include custom software development, offshore software development, SharePoint consulting, java application development, software testing services, SharePoint 2013 migration. For more details please visit our website www.trigent.com .

Job Requirment
Role:
Consultant / Mortgage
Industry:
BPO / Call Centre
Department:
Consulting
Employment Type:
Full time
Education
Graduate
Skills
US Process
Communication Skills
Mortgage Manager
Back office
US Shift
Non Voice Process
Consulting
Non Voice
Image Consulting
BPO Non Voice
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